S.A. Mason’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

S.A. Mason’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
2025 Q3	–	Sell	-990	Closed	-$46.1K	–	279
2025 Q2	$46.1K	Hold	990	–	–	0.02%	292
2025 Q1	$46K	Hold	990	–	–	0.02%	278
2024 Q4	$50.7K	Buy	990 +15	+2%	+$794	0.03%	270
2024 Q3	$50.2K	Hold	975	–	–	0.03%	265
2024 Q2	$45.9K	Hold	975	–	–	0.03%	257
2024 Q1	$48.4K	Hold	975	–	–	0.03%	248
2023 Q4	$46.3K	Buy	975 +50	+5%	+$2.12K	0.03%	243
2023 Q3	$38.1K	Hold	925	–	–	0.03%	258
2023 Q2	$38.5K	Hold	925	–	–	0.03%	264
2023 Q1	$38.5K	Hold	925	–	–	0.03%	264
2022 Q4	$37.2K	Hold	925	–	–	0.03%	265
2022 Q3	$33K	Hold	925	–	–	0.03%	269
2022 Q2	$37K	Hold	925	–	–	0.03%	271
2022 Q1	$41K	Hold	925	–	–	0.03%	274
2021 Q4	$44K	Hold	925	–	–	0.03%	267
2021 Q3	$41K	Hold	925	–	–	0.03%	263
2021 Q2	$43K	Hold	925	–	–	0.03%	260
2021 Q1	$43K	Hold	925	–	–	0.03%	251
2020 Q4	$37K	Hold	925	–	–	0.03%	242
2020 Q3	$28K	Buy	925 +25	+3%	+$782	0.03%	239
2020 Q2	$27K	Sell	900 -200	-18%	-$5.57K	0.03%	238
2020 Q1	$28K	Sell	1,100 -1,142	-51%	-$37.9K	0.03%	243
2019 Q4	$85K	Buy	+2,242	New	+$82.2K	0.08%	192

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

S.A. Mason's DGRS Position: Q3 2025 in Review

S.A. Mason sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2025, closing a stake of 990 shares — an estimated $46.1K sold.

S.A. Mason first reported a position in DGRS in Q4 2019 and held it in 23 quarters. The position peaked at $85K in Q4 2019. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

S.A. Mason reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 990 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $46.1K.
S.A. Mason first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2019 and held it in 23 quarters.
S.A. Mason's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $85K in Q4 2019.
125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.