SHP Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

SHP Wealth Management’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 Q1	$742	Hold	14	–	–	﹤0.01%	1541
2025 Q4	$695	Buy	+14	New	+$694	﹤0.01%	1321

Other funds holding DGRS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SHP Wealth Management's DGRS Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 14 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

SHP Wealth Management first reported a position in DGRS in Q4 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

SHP Wealth Management held 14 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $742 as of Q1 2026.
SHP Wealth Management left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1541 holding.
SHP Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
127 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.