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Park Avenue Securities’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Park Avenue Securities’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
6,496
+462
+8% +$26.1K ﹤0.01% 1410
2026
Q1 		$320K Buy
6,034
+832
+16% +$44.7K ﹤0.01% 1287
2025
Q4 		$258K Buy
5,202
+934
+22% +$46.3K ﹤0.01% 1371
2025
Q3 		$213K Buy
+4,268
New +$211K ﹤0.01% 1550
2025
Q2 		– Sell
-4,976
Closed -$231K – 1500
2025
Q1 		$231K Sell
4,976
-124
-2% -$6.17K ﹤0.01% 1090
2024
Q4 		$261K Buy
+5,100
New +$270K ﹤0.01% 1335
2024
Q2 		– Sell
-4,902
Closed -$243K – 1369
2024
Q1 		$243K Buy
+4,902
New +$230K ﹤0.01% 1251

Other funds holding DGRS

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Park Avenue Securities's DGRS Position: Q2 2026 in Review

Park Avenue Securities increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 7.7% in Q2 2026, buying an estimated $26.1K and bringing the position to 6,496 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Park Avenue Securities first reported a position in DGRS in Q1 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Park Avenue Securities held 6,496 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $386K as of Q2 2026.
  • Park Avenue Securities bought 462 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $26.1K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1410 holding.
  • Park Avenue Securities first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 7 quarters since.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.