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Signet Financial Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Signet Financial 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 		$379K Sell
7,152
-660
-8% -$35.4K 0.04% 227
2025
Q4 		$388K Sell
7,812
-1,208
-13% -$59.8K 0.04% 222
2025
Q3 		$451K Sell
9,020
-693
-7% -$34.2K 0.05% 214
2025
Q2 		$452K Sell
9,713
-3,613
-27% -$162K 0.06% 209
2025
Q1 		$620K Sell
13,326
-2,715
-17% -$135K 0.08% 191
2024
Q4 		$822K Buy
16,041
+151
+1% +$7.99K 0.1% 153
2024
Q3 		$819K Sell
15,890
-446
-3% -$22.2K 0.1% 157
2024
Q2 		$770K Sell
16,336
-1,092
-6% -$52.2K 0.1% 159
2024
Q1 		$865K Sell
17,428
-942
-5% -$44.3K 0.12% 157
2023
Q4 		$871K Sell
18,370
-245
-1% -$10.4K 0.13% 154
2023
Q3 		$767K Sell
18,615
-1,320
-7% -$56.8K 0.13% 154
2023
Q2 		$846K Sell
19,935
-248
-1% -$10.1K 0.13% 155
2023
Q1 		$839K Sell
20,183
-1,706
-8% -$73.8K 0.14% 157
2022
Q4 		$880K Sell
21,889
-1,526
-7% -$61.6K 0.16% 150
2022
Q3 		$842K Buy
23,415
+733
+3% +$30K 0.16% 136
2022
Q2 		$900K Sell
22,682
-413
-2% -$17.4K 0.17% 136
2022
Q1 		$1.03M Sell
23,095
-340
-1% -$15.4K 0.17% 131
2021
Q4 		$1.12M Sell
23,435
-109
-0.5% -$5.08K 0.17% 124
2021
Q3 		$1.04M Buy
23,544
+572
+2% +$25.9K 0.18% 125
2021
Q2 		$1.07M Sell
22,972
-857
-4% -$40.4K 0.37% 57
2021
Q1 		$1.1M Sell
23,829
-2,810
-11% -$123K 0.21% 117
2020
Q4 		$1.05M Buy
26,639
+903
+4% +$32.4K 0.21% 107
2020
Q3 		$851K Buy
25,736
+356
+1% +$11.1K 0.19% 115
2020
Q2 		$830K Buy
25,380
+5,383
+27% +$150K 0.18% 109
2020
Q1 		$526K Sell
19,997
-4,430
-18% -$147K 0.12% 145
2019
Q4 		$921K Buy
24,427
+446
+2% +$16.4K 0.17% 134
2019
Q3 		$896K Sell
23,981
-4,675
-16% -$163K 0.18% 135
2019
Q2 		$1.03M Sell
28,656
-448
-2% -$15.7K 0.2% 119
2019
Q1 		$1.04M Buy
29,104
+3,329
+13% +$116K 0.2% 117
2018
Q4 		$803K Buy
25,775
+3,097
+14% +$106K 0.18% 133
2018
Q3 		$855K Buy
22,678
+1,540
+7% +$58.2K 0.15% 135
2018
Q2 		$776K Buy
21,138
+6,674
+46% +$239K 0.14% 135
2018
Q1 		$497K Buy
14,464
+7,090
+96% +$250K 0.09% 152
2017
Q4 		$264K Buy
+7,374
New +$258K 0.05% 184

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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 $811M AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Signet Financial Management's DGRS Position: Q1 2026 in Review

Signet Financial Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 8.4% in Q1 2026, selling an estimated $35.4K and leaving 7,152 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #227.

Signet Financial Management first reported a position in DGRS in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.12M in Q4 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Signet Financial Management held 7,152 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $379K as of Q1 2026.
  • Signet Financial Management sold 660 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $35.4K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.04% of Signet Financial Management's portfolio in Q1 2026, its #227 holding.
  • Signet Financial Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and has held it in 34 quarters since.
  • Signet Financial Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.12M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.