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 Q2	$139K	Sell	2,344 -1,007	-30%	-$56.8K	0.02%	172
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

REAP Financial Group's DGRS Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 30% in Q2 2026, selling an estimated $56.8K and leaving 2,344 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #172.

REAP Financial Group first reported a position in DGRS in Q4 2023 and has held it in 11 quarters since. The position peaked at $848K in Q4 2023. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

REAP Financial Group held 2,344 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $139K as of Q2 2026.
REAP Financial Group sold 1,007 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $56.8K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of REAP Financial Group's portfolio in Q2 2026, its #172 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 11 quarters since.
REAP Financial Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $848K in Q4 2023.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.