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Precedent Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Precedent Wealth Partners’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 		$931K Sell
15,681
-544
-3% -$30.7K 0.15% 116
2026
Q1 		$859K Buy
16,225
+201
+1% +$10.8K 0.17% 112
2025
Q4 		$795K Sell
16,024
-1,182
-7% -$58.6K 0.17% 116
2025
Q3 		$860K Sell
17,206
-1,691
-9% -$83.6K 0.19% 113
2025
Q2 		$880K Sell
18,897
-528
-3% -$23.7K 0.22% 109
2025
Q1 		$903K Sell
19,425
-3,912
-17% -$195K 0.25% 102
2024
Q4 		$1.2M Sell
23,337
-797
-3% -$42.2K 0.39% 76
2024
Q3 		$1.24M Sell
24,134
-1,580
-6% -$78.5K 0.41% 67
2024
Q2 		$1.21M Sell
25,714
-3,808
-13% -$182K 0.49% 54
2024
Q1 		$1.47M Buy
29,522
+656
+2% +$30.8K 0.63% 37
2023
Q4 		$1.37M Buy
+28,866
New +$1.22M 0.7% 31

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
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Precedent Wealth Partners's DGRS Position: Q2 2026 in Review

Precedent Wealth Partners reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.4% in Q2 2026, selling an estimated $30.7K and leaving 15,681 shares worth $931K. The position accounts for 0.15% of the portfolio, ranked #116.

Precedent Wealth Partners first reported a position in DGRS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2024. 25 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Precedent Wealth Partners held 15,681 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $931K as of Q2 2026.
  • Precedent Wealth Partners sold 544 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $30.7K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.15% of Precedent Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • Precedent Wealth Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.47M in Q1 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.