Princeton Global Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Princeton Global Asset Management’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	$545K	Sell	9,179 -243	-3%	-$13.7K	0.08%	135
2026 Q1	$499K	Sell	9,422 -8,835	-48%	-$474K	0.08%	133
2025 Q4	$906K	Sell	18,257 -1,308	-7%	-$64.8K	0.15%	102
2025 Q3	$978K	Sell	19,565 -1,349	-6%	-$66.7K	0.16%	100
2025 Q2	$974K	Buy	20,914 +772	+4%	+$34.7K	0.18%	96
2025 Q1	$937K	Sell	20,142 -2,313	-10%	-$115K	0.19%	98
2024 Q4	$1.15M	Buy	22,455 +1,453	+7%	+$76.9K	0.22%	90
2024 Q3	$1.08M	Buy	21,002 +4,054	+24%	+$201K	0.21%	87
2024 Q2	$798K	Buy	16,948 +54	+0.3%	+$2.58K	0.18%	91
2024 Q1	$839K	Buy	16,894 +5,267	+45%	+$248K	0.2%	87
2023 Q4	$552K	Buy	11,627 +150	+1%	+$6.35K	0.14%	101
2023 Q3	$473K	Sell	11,477 -1,013	-8%	-$43.6K	0.13%	107
2023 Q2	$530K	Sell	12,490 -327	-3%	-$13.3K	0.15%	103
2023 Q1	$533K	Buy	12,817 +600	+5%	+$25.9K	0.15%	108
2022 Q4	$491K	Hold	12,217	–	–	0.16%	106
2022 Q3	$439K	Sell	12,217 -675	-5%	-$27.6K	0.15%	107
2022 Q2	$512K	Sell	12,892 -617	-5%	-$26K	0.17%	106
2022 Q1	$603K	Sell	13,509 -625	-4%	-$28.3K	0.17%	108
2021 Q4	$673K	Buy	14,134 +791	+6%	+$36.9K	0.19%	108
2021 Q3	$592K	Sell	13,343 -137	-1%	-$6.21K	0.18%	113
2021 Q2	$626K	Buy	13,480 +3,296	+32%	+$155K	0.19%	112
2021 Q1	$469K	Buy	10,184 +1,245	+14%	+$54.4K	0.15%	122
2020 Q4	$354K	Buy	+8,939	New	+$321K	0.12%	134

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

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

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Princeton Global Asset Management's DGRS Position: Q2 2026 in Review

Princeton Global Asset Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.6% in Q2 2026, selling an estimated $13.7K and leaving 9,179 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #135.

Princeton Global Asset Management first reported a position in DGRS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2024. 15 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Princeton Global Asset Management held 9,179 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $545K as of Q2 2026.
Princeton Global Asset Management sold 243 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.7K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.08% of Princeton Global Asset Management's portfolio in Q2 2026, its #135 holding.
Princeton Global Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
Princeton Global Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.15M in Q4 2024.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.