Root Financial Partners
DGRS icon

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
Q3 		$70.5K Buy
+1,260
New +$74.6K ﹤0.01% 911
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

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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
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Root Financial Partners's DGRS Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2026: 1,260 shares worth $70.5K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DGRS as recently as Q1 2026.

Root Financial Partners first reported a position in DGRS in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • Root Financial Partners held 1,260 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $70.5K as of Q3 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Root Financial Partners position in Q3 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #911 holding.
  • Root Financial Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.