Sanctuary Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Sanctuary Advisors’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	$353K	Sell	5,947 -252	-4%	-$14.2K	﹤0.01%	2216
2026 Q1	$328K	Buy	6,199 +157	+3%	+$8.43K	﹤0.01%	2032
2025 Q4	$300K	Sell	6,042 -3,874	-39%	-$192K	﹤0.01%	2014
2025 Q3	$496K	Sell	9,916 -1,459	-13%	-$72.1K	﹤0.01%	1722
2025 Q2	$530K	Sell	11,375 -735	-6%	-$33K	﹤0.01%	1604
2025 Q1	$563K	Buy	12,110 +458	+4%	+$22.8K	﹤0.01%	1451
2024 Q4	$607K	Sell	11,652 -25,581	-69%	-$1.35M	﹤0.01%	1575
2024 Q3	$2.08M	Sell	37,233 -5,051	-12%	-$251K	0.01%	846
2024 Q2	$2.01M	Buy	+42,284	New	+$2.02M	0.01%	801

Other funds holding DGRS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sanctuary Advisors's DGRS Position: Q2 2026 in Review

Sanctuary Advisors reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 4.1% in Q2 2026, selling an estimated $14.2K and leaving 5,947 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Sanctuary Advisors first reported a position in DGRS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q3 2024. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Sanctuary Advisors held 5,947 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $353K as of Q2 2026.
Sanctuary Advisors sold 252 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $14.2K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2216 holding.
Sanctuary Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.08M in Q3 2024.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.