Redwood Family Wealth’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Redwood Family Wealth’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	$224K	Sell	3,766 -170	-4%	-$9.59K	0.2%	93
2026 Q1	$208K	Buy	+3,936	New	+$211K	0.2%	91

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

Redwood Family Wealth's DGRS Position: Q2 2026 in Review

Redwood Family Wealth reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 4.3% in Q2 2026, selling an estimated $9.59K and leaving 3,766 shares worth $224K. The position accounts for 0.2% of the portfolio, ranked #93.

Redwood Family Wealth first reported a position in DGRS in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Redwood Family Wealth held 3,766 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $224K as of Q2 2026.
Redwood Family Wealth sold 170 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.59K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.2% of Redwood Family Wealth's portfolio in Q2 2026, its #93 holding.
Redwood Family Wealth first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.