Smartleaf Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Smartleaf Asset 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 Q2	$3.66K	Hold	62	–	–	﹤0.01%	2785
2026 Q1	$3.24K	Buy	62 +9	+17%	+$483	﹤0.01%	2817
2025 Q4	$2.65K	Hold	53	–	–	﹤0.01%	2902
2025 Q3	$2.64K	Hold	53	–	–	﹤0.01%	2541
2025 Q2	$2.48K	Hold	53	–	–	﹤0.01%	2270
2025 Q1	$2.47K	Hold	53	–	–	﹤0.01%	2417
2024 Q4	$2.7K	Hold	53	–	–	﹤0.01%	2444
2024 Q3	$2.72K	Hold	53	–	–	﹤0.01%	2375
2024 Q2	$2.48K	Hold	53	–	–	﹤0.01%	2141
2024 Q1	$2.62K	Hold	53	–	–	﹤0.01%	1415
2023 Q4	$2.54K	Buy	+53	New	+$2.24K	﹤0.01%	940

Other funds holding DGRS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smartleaf Asset Management's DGRS Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q2 2026 at 62 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Smartleaf Asset Management first reported a position in DGRS in Q4 2023 and has held it in 11 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Smartleaf Asset Management held 62 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.66K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2785 holding.
Smartleaf Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.