Seek First
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Seek First’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Seek First’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 		– Sell
-3,381
Closed -$201K – 65
2026
Q2 		$201K Buy
+3,381
New +$191K 0.13% 67

Other funds holding DGRS

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
Dickmeyer Boyce Financial Management
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Seek First's DGRS Position: Q3 2026 in Review

Seek First sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2026, closing a stake of 3,381 shares — an estimated $201K sold.

Seek First first reported a position in DGRS in Q2 2026 and held it in 1 quarter. The position peaked at $201K in Q2 2026. 45 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

  • Seek First reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
  • Seek First sold 3,381 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $201K.
  • Seek First first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2026 and held it in 1 quarter.
  • Seek First's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $201K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.