Stonebridge Financial Group (Pennsylvania)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$17.2M	Buy	289,800 +8,221	+3%	+$464K	1.3%	20
2026 Q1	$14.9M	Buy	281,579 +20,984	+8%	+$1.13M	1.23%	22
2025 Q4	$12.9M	Buy	260,595 +7,897	+3%	+$391K	1.1%	28
2025 Q3	$12.6M	Buy	252,698 +1,747	+0.7%	+$86.3K	1.11%	26
2025 Q2	$11.7M	Buy	250,951 +17,383	+7%	+$781K	1.13%	25
2025 Q1	$10.9M	Buy	233,568 +49,432	+27%	+$2.46M	1.16%	24
2024 Q4	$9.43M	Buy	+184,136	New	+$9.75M	1.04%	26

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

LCM

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

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s DGRS Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.9% in Q2 2026, buying an estimated $464K and bringing the position to 289,800 shares worth $17.2M. The position accounts for 1.3% of the portfolio, ranked #20.

Stonebridge Financial Group (Pennsylvania) first reported a position in DGRS in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 289,800 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $17.2M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 8,221 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $464K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 1.3% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #20 holding.
Stonebridge Financial Group (Pennsylvania) 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.
112 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.