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 Q3	$109K	Sell	1,956 -24	-1%	-$1.42K	﹤0.01%	864
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

SBI Securities's DGRS Position: Q3 2026 in Review

SBI Securities reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 1.2% in Q3 2026, selling an estimated $1.42K and leaving 1,956 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

SBI Securities first reported a position in DGRS in Q4 2024 and has held it in 8 quarters since. The position peaked at $118K in Q2 2026. 26 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

SBI Securities held 1,956 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $109K as of Q3 2026.
SBI Securities sold 24 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $1.42K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #864 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 8 quarters since.
SBI Securities's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $118K in Q2 2026.
26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.