Philip James Wealth Mangement’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Philip James Wealth Mangement’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 Q1	$2.92M	Sell	55,201 -21,942	-28%	-$1.18M	0.34%	56
2025 Q4	$3.83M	Buy	77,143 +2,039	+3%	+$101K	0.44%	48
2025 Q3	$3.75M	Buy	75,104 +10,556	+16%	+$522K	0.44%	48
2025 Q2	$3M	Buy	64,548 +1,072	+2%	+$48.2K	0.38%	55
2025 Q1	$2.95M	Sell	63,476 -161	-0.3%	-$8.01K	0.36%	54
2024 Q4	$3.26M	Buy	63,637 +1,698	+3%	+$89.9K	0.42%	51
2024 Q3	$3.19M	Buy	61,939 +2,542	+4%	+$126K	0.39%	50
2024 Q2	$2.8M	Buy	+59,397	New	+$2.84M	1.86%	14

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $811M AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Philip James Wealth Mangement's DGRS Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 28% in Q1 2026, selling an estimated $1.18M and leaving 55,201 shares worth $2.92M. The position accounts for 0.34% of the portfolio, ranked #56.

Philip James Wealth Mangement first reported a position in DGRS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q4 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Philip James Wealth Mangement held 55,201 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.92M as of Q1 2026.
Philip James Wealth Mangement sold 21,942 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.18M.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.34% of Philip James Wealth Mangement's portfolio in Q1 2026, its #56 holding.
Philip James Wealth Mangement first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $3.83M in Q4 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.