Sovran Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Sovran Advisors’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	$681K	Sell	11,258 -453	-4%	-$25.6K	0.05%	314
2026 Q1	$668K	Buy	11,711 +277	+2%	+$14.9K	0.05%	305
2025 Q4	$608K	Sell	11,434 -1,255	-10%	-$62.2K	0.05%	309
2025 Q3	$619K	Buy	12,689 +485	+4%	+$24K	0.05%	291
2025 Q2	$592K	Buy	12,204 +116	+1%	+$5.21K	0.06%	290
2025 Q1	$514K	Buy	12,088 +662	+6%	+$32.9K	0.07%	279
2024 Q4	$581K	Buy	+11,426	New	+$605K	0.08%	234

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

Sovran Advisors's DGRS Position: Q2 2026 in Review

Sovran Advisors reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.9% in Q2 2026, selling an estimated $25.6K and leaving 11,258 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #314.

Sovran Advisors first reported a position in DGRS in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Sovran Advisors held 11,258 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $681K as of Q2 2026.
Sovran Advisors sold 453 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $25.6K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #314 holding.
Sovran Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 7 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 Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.