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Steward Partners Investment Advisory’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Steward Partners Investment Advisory’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 		$391K Hold
7,380
– – ﹤0.01% 1650
2025
Q4 		$366K Hold
7,380
– – ﹤0.01% 1603
2025
Q3 		$369K Sell
7,380
-75
-1% -$3.71K ﹤0.01% 1538
2025
Q2 		$347K Hold
7,455
– – ﹤0.01% 1482
2025
Q1 		$347K Buy
7,455
+4,900
+192% +$244K ﹤0.01% 1376
2024
Q4 		$131K Hold
2,555
– – ﹤0.01% 1840
2024
Q3 		$132K Hold
2,555
– – ﹤0.01% 1737
2024
Q2 		$120K Hold
2,555
– – ﹤0.01% 1693
2024
Q1 		$127K Hold
2,555
– – ﹤0.01% 1643
2023
Q4 		$121K Hold
2,555
– – ﹤0.01% 1593
2023
Q3 		$105K Sell
2,555
-2,300
-47% -$98.9K ﹤0.01% 1548
2023
Q2 		$206K Hold
4,855
– – ﹤0.01% 1277
2023
Q1 		$202K Sell
4,855
-38
-0.8% -$1.64K ﹤0.01% 1279
2022
Q4 		$197K Buy
4,893
+238
+5% +$9.61K ﹤0.01% 1240
2022
Q3 		$167K Hold
4,655
– – ﹤0.01% 1270
2022
Q2 		$185K Buy
4,655
+200
+4% +$8.44K ﹤0.01% 1232
2022
Q1 		$199K Hold
4,455
– – ﹤0.01% 1295
2021
Q4 		$212K Buy
4,455
+1,030
+30% +$48K ﹤0.01% 1287
2021
Q3 		$152K Sell
3,425
-350
-9% -$15.9K ﹤0.01% 1381
2021
Q2 		$175K Sell
3,775
-376
-9% -$17.7K ﹤0.01% 1639
2021
Q1 		$191K Buy
4,151
+2,626
+172% +$115K ﹤0.01% 1327
2020
Q4 		$60K Hold
1,525
– – ﹤0.01% 1582
2020
Q3 		$47K Sell
1,525
-100
-6% -$3.13K ﹤0.01% 1522
2020
Q2 		$49K Hold
1,625
– – ﹤0.01% 1420
2020
Q1 		$40K Buy
1,625
+75
+5% +$2.49K ﹤0.01% 1351
2019
Q4 		$58K Hold
1,550
– – ﹤0.01% 1335
2019
Q3 		$55K Sell
1,550
-150
-9% -$5.21K ﹤0.01% 1309
2019
Q2 		$60K Buy
+1,700
New +$59.7K ﹤0.01% 1265
2018
Q4 		– Sell
-2,919
Closed -$110K – 1074
2018
Q3 		$110K Sell
2,919
-333
-10% -$12.6K 0.01% 898
2018
Q2 		$119K Buy
+3,252
New +$116K 0.01% 795
2017
Q3 		– Sell
-1,800
Closed -$59K – 1689
2017
Q2 		$59K Hold
1,800
– – 0.01% 586
2017
Q1 		$59K Buy
+1,800
New +$60.2K 0.01% 518

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

Steward Partners Investment Advisory's DGRS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 7,380 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Steward Partners Investment Advisory first reported a position in DGRS in Q1 2017 and has held it in 32 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Steward Partners Investment Advisory held 7,380 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $391K as of Q1 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #1650 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2017 and has held it in 32 quarters since.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.