SWM
DGRS icon

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
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

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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stonebridge Wealth Management's DGRS Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 7.8% in Q2 2026, selling an estimated $290K and leaving 61,142 shares worth $3.63M. The position accounts for 3.25% of the portfolio, ranked #9.

Stonebridge Wealth Management first reported a position in DGRS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.06M in Q3 2025. 15 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Stonebridge Wealth Management held 61,142 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $3.63M as of Q2 2026.
  • Stonebridge Wealth Management sold 5,147 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $290K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 3.25% of Stonebridge Wealth Management's portfolio in Q2 2026, its #9 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 5 quarters since.
  • Stonebridge Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.06M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.