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Root Financial Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Root Financial Partners’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 		– Sell
-1,260
Closed -$66.7K – 1111
2026
Q1 		$66.7K Hold
1,260
– – ﹤0.01% 735
2025
Q4 		$62.5K Hold
1,260
– – ﹤0.01% 630
2025
Q3 		$63K Buy
+1,260
New +$62.3K ﹤0.01% 589

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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Root Financial Partners's DGRS Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026, closing a stake of 1,260 shares — an estimated $66.7K sold.

Root Financial Partners first reported a position in DGRS in Q3 2025 and held it in 3 quarters. The position peaked at $66.7K in Q1 2026. 49 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,260 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $66.7K.
  • Root Financial Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $66.7K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.