SBI Securities’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

SBI Securities’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	$118K	Sell	1,980 -50	-2%	-$2.82K	﹤0.01%	852
2026 Q1	$108K	Sell	2,030 -29	-1%	-$1.56K	﹤0.01%	830
2025 Q4	$102K	Sell	2,059 -177	-8%	-$8.77K	﹤0.01%	837
2025 Q3	$112K	Buy	2,236 +41	+2%	+$2.03K	﹤0.01%	818
2025 Q2	$102K	Buy	2,195 +10	+0.5%	+$449	﹤0.01%	812
2025 Q1	$102K	Buy	2,185 +68	+3%	+$3.38K	﹤0.01%	741
2024 Q4	$108K	Buy	+2,117	New	+$112K	﹤0.01%	731

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

SBI Securities's DGRS Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.5% in Q2 2026, selling an estimated $2.82K and leaving 1,980 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

SBI Securities first reported a position in DGRS in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

SBI Securities held 1,980 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $118K as of Q2 2026.
SBI Securities sold 50 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $2.82K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #852 holding.
SBI Securities first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.