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RMR Wealth Builders’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

RMR Wealth Builders’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 		$366K Sell
6,167
-165
-3% -$9.31K 0.02% 230
2026
Q1 		$335K Sell
6,332
-567
-8% -$30.4K 0.03% 216
2025
Q4 		$342K Buy
6,899
+43
+0.6% +$2.13K 0.03% 217
2025
Q3 		$343K Sell
6,856
-32
-0.5% -$1.58K 0.03% 219
2025
Q2 		$321K Buy
6,888
+611
+10% +$27.5K 0.03% 216
2025
Q1 		$292K Buy
6,277
+48
+0.8% +$2.39K 0.03% 209
2024
Q4 		$319K Buy
6,229
+35
+0.6% +$1.85K 0.03% 201
2024
Q3 		$319K Buy
6,194
+338
+6% +$16.8K 0.03% 201
2024
Q2 		$276K Buy
5,856
+101
+2% +$4.83K 0.03% 210
2024
Q1 		$286K Buy
5,755
+290
+5% +$13.6K 0.03% 216
2023
Q4 		$259K Buy
5,465
+37
+0.7% +$1.57K 0.04% 205
2023
Q3 		$224K Sell
5,428
-216
-4% -$9.29K 0.04% 213
2023
Q2 		$239K Sell
5,644
-268
-5% -$10.9K 0.04% 183
2023
Q1 		$246K Sell
5,912
-191
-3% -$8.26K 0.05% 179
2022
Q4 		$245K Buy
6,103
+115
+2% +$4.65K 0.06% 163
2022
Q3 		$215K Buy
5,988
+2
+0% +$82 0.05% 177
2022
Q2 		$238K Sell
5,986
-399
-6% -$16.8K 0.06% 160
2022
Q1 		$285K Buy
6,385
+861
+16% +$39K 0.06% 160
2021
Q4 		$263K Buy
5,524
+560
+11% +$26.1K 0.08% 100
2021
Q3 		$220K Buy
+4,964
New +$225K 0.06% 173
2021
Q2 		– Sell
-4,333
Closed -$199K – 297
2021
Q1 		$199K Buy
+4,333
New +$189K 0.05% 191

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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RMR Wealth Builders's DGRS Position: Q2 2026 in Review

RMR Wealth Builders reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.6% in Q2 2026, selling an estimated $9.31K and leaving 6,167 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #230.

RMR Wealth Builders first reported a position in DGRS in Q1 2021 and has held it in 21 quarters since. 37 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • RMR Wealth Builders held 6,167 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $366K as of Q2 2026.
  • RMR Wealth Builders sold 165 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $9.31K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #230 holding.
  • RMR Wealth Builders first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2021 and has held it in 21 quarters since.
  • 37 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.