Smith Anglin Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Smith Anglin Financial’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
2025 Q1	–	Sell	-4,453	Closed	-$228K	–	217
2024 Q4	$228K	Buy	+4,453	New	+$236K	0.02%	185

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Smith Anglin Financial's DGRS Position: Q1 2025 in Review

Smith Anglin Financial sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2025, closing a stake of 4,453 shares — an estimated $228K sold.

Smith Anglin Financial first reported a position in DGRS in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 122 funds tracked by Wall St. Rank hold DGRS as of Q1 2025.

Smith Anglin Financial reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Smith Anglin Financial sold 4,453 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2025, an estimated $228K.
Smith Anglin Financial first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and held it in 1 quarter.
Smith Anglin Financial's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $228K in Q4 2024.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2025.

Based on Smith Anglin Financial's 13F filing for Q1 2025, filed 10 Apr 2025.