Stonebridge Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Stonebridge Wealth 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 Q3	$3.31M	Sell	59,134 -2,008	-3%	-$119K	2.94%	10
2026 Q2	$3.63M	Sell	61,142 -5,147	-8%	-$290K	3.25%	9
2026 Q1	$3.51M	Sell	66,289 -8,663	-12%	-$465K	3.36%	9
2025 Q4	$3.72M	Sell	74,952 -6,298	-8%	-$312K	3.51%	9
2025 Q3	$4.06M	Sell	81,250 -3,911	-5%	-$193K	3.48%	10
2025 Q2	$3.96M	Buy	+85,161	New	+$3.83M	3.74%	9

Other funds holding DGRS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

Stonebridge Wealth Management's DGRS Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.3% in Q3 2026, selling an estimated $119K and leaving 59,134 shares worth $3.31M. The position accounts for 2.94% of the portfolio, ranked #10.

Stonebridge Wealth Management first reported a position in DGRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.06M in Q3 2025. 70 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

Stonebridge Wealth Management held 59,134 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.31M as of Q3 2026.
Stonebridge Wealth Management sold 2,008 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $119K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 2.94% of Stonebridge Wealth Management's portfolio in Q3 2026, its #10 holding.
Stonebridge Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2025 and has held it in 6 quarters since.
Stonebridge Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.06M in Q3 2025.
70 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.