REAP Financial Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

REAP Financial 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	$177K	Sell	3,351 -562	-14%	-$30.2K	0.04%	144
2025 Q4	$194K	Sell	3,913 -68	-2%	-$3.37K	0.04%	129
2025 Q3	$199K	Buy	3,981 +36	+0.9%	+$1.78K	0.04%	114
2025 Q2	$184K	Sell	3,945 -239	-6%	-$10.7K	0.04%	119
2025 Q1	$195K	Sell	4,184 -1,077	-20%	-$53.6K	0.05%	104
2024 Q4	$270K	Sell	5,261 -874	-14%	-$46.3K	0.07%	99
2024 Q3	$316K	Sell	6,135 -5,736	-48%	-$285K	0.08%	95
2024 Q2	$559K	Sell	11,871 -2,246	-16%	-$107K	0.15%	77
2024 Q1	$701K	Sell	14,117 -3,749	-21%	-$176K	0.19%	75
2023 Q4	$848K	Buy	+17,866	New	+$756K	0.25%	66

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

REAP Financial Group's DGRS Position: Q1 2026 in Review

REAP Financial Group reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 14% in Q1 2026, selling an estimated $30.2K and leaving 3,351 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #144.

REAP Financial Group first reported a position in DGRS in Q4 2023 and has held it in 10 quarters since. The position peaked at $848K in Q4 2023. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

REAP Financial Group held 3,351 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $177K as of Q1 2026.
REAP Financial Group sold 562 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $30.2K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.04% of REAP Financial Group's portfolio in Q1 2026, its #144 holding.
REAP Financial Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $848K in Q4 2023.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.