RMR Wealth Builders
DGRS icon

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
Q3 		$344K Sell
6,155
-12
-0.2% -$711 0.02% 224
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

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
Dickmeyer Boyce Financial Management
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

RMR Wealth Builders's DGRS Position: Q3 2026 in Review

RMR Wealth Builders reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.19% in Q3 2026, selling an estimated $711 and leaving 6,155 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #224.

RMR Wealth Builders first reported a position in DGRS in Q1 2021 and has held it in 22 quarters since. The position peaked at $366K in Q2 2026. 62 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • RMR Wealth Builders held 6,155 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $344K as of Q3 2026.
  • RMR Wealth Builders sold 12 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $711.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #224 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 22 quarters since.
  • RMR Wealth Builders's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $366K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.