Private Advisor Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Private Advisor Group’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	$1.56M	Buy	29,496 +134	+0.5%	+$7.19K	0.01%	1157
2025 Q4	$1.46M	Buy	29,362 +1,445	+5%	+$71.6K	0.01%	1193
2025 Q3	$1.4M	Buy	27,917 +225	+0.8%	+$11.1K	0.01%	1181
2025 Q2	$1.29M	Buy	27,692 +3,623	+15%	+$163K	0.01%	1175
2025 Q1	$1.12M	Buy	24,069 +2,460	+11%	+$122K	0.01%	1188
2024 Q4	$1.11M	Buy	21,609 +1,487	+7%	+$78.7K	0.01%	1175
2024 Q3	$1.04M	Buy	20,122 +818	+4%	+$40.6K	0.01%	1213
2024 Q2	$909K	Sell	19,304 -77	-0.4%	-$3.68K	0.01%	1242
2024 Q1	$962K	Buy	19,381 +4,819	+33%	+$227K	0.01%	1175
2023 Q4	$691K	Buy	14,562 +2,749	+23%	+$116K	0.01%	1302
2023 Q3	$487K	Buy	11,813 +6,643	+128%	+$286K	﹤0.01%	1385
2023 Q2	$219K	Buy	+5,170	New	+$211K	﹤0.01%	1810
2022 Q3	–	Sell	-18,819	Closed	-$747K	–	1969
2022 Q2	$747K	Buy	18,819 +2,189	+13%	+$92.3K	0.01%	1210
2022 Q1	$742K	Buy	16,630 +1,197	+8%	+$54.2K	0.01%	1229
2021 Q4	$734K	Sell	15,433 -12,013	-44%	-$560K	0.01%	1265
2021 Q3	$1.22M	Buy	27,446 +13,746	+100%	+$623K	0.01%	1116
2021 Q2	$637K	Buy	13,700 +908	+7%	+$42.8K	0.01%	1279
2021 Q1	$589K	Buy	12,792 +2,173	+20%	+$95K	0.01%	1222
2020 Q4	$419K	Buy	+10,619	New	+$381K	﹤0.01%	1308
2020 Q3	–	Sell	-223	Closed	-$7K	–	2001
2020 Q2	$7K	Buy	+223	New	+$6.21K	﹤0.01%	3074
2019 Q3	–	Sell	-7,568	Closed	-$269K	–	1684
2019 Q2	$269K	Buy	7,568 +700	+10%	+$24.6K	﹤0.01%	1340
2019 Q1	$238K	Buy	+6,868	New	+$238K	﹤0.01%	1309
2018 Q4	–	Sell	-5,945	Closed	-$224K	–	1404
2018 Q3	$224K	Hold	5,945	–	–	﹤0.01%	1383
2018 Q2	$219K	Buy	+5,945	New	+$213K	﹤0.01%	1140

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

Private Advisor Group's DGRS Position: Q1 2026 in Review

Private Advisor Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.46% in Q1 2026, buying an estimated $7.19K and bringing the position to 29,496 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1157.

Private Advisor Group first reported a position in DGRS in Q2 2018 and has held it in 24 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Private Advisor Group held 29,496 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.56M as of Q1 2026.
Private Advisor Group bought 134 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $7.19K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1157 holding.
Private Advisor Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2018 and has held it in 24 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.