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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
Q2 		$201K Buy
+3,381
New +$191K 0.13% 67

Other funds holding DGRS

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Seek First's DGRS Position: Q2 2026 in Review

Seek First opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 3,381 shares worth $201K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings.

53 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Seek First held 3,381 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $201K as of Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Seek First position in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.13% of Seek First's portfolio in Q2 2026, its #67 holding.
  • 53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.