Stratos Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Stratos Wealth Partners’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	$2.47M	Sell	46,732 -6,067	-11%	-$326K	0.03%	500
2025 Q4	$2.62M	Sell	52,799 -6,528	-11%	-$323K	0.03%	483
2025 Q3	$2.97M	Sell	59,327 -44,813	-43%	-$2.21M	0.04%	432
2025 Q2	$4.85M	Buy	104,140 +3,604	+4%	+$162K	0.07%	288
2025 Q1	$4.67M	Buy	100,536 +89,263	+792%	+$4.44M	0.07%	276
2024 Q4	$578K	Buy	+11,273	New	+$597K	0.01%	877
2024 Q1	–	Sell	-33,256	Closed	-$1.58M	–	1400
2023 Q4	$1.58M	Sell	33,256 -583	-2%	-$24.7K	0.03%	477
2023 Q3	$1.39M	Sell	33,839 -1,882	-5%	-$80.9K	0.03%	462
2023 Q2	$1.52M	Buy	+35,721	New	+$1.46M	0.03%	407
2018 Q4	–	Sell	-2,945	Closed	-$111K	–	1189
2018 Q3	$111K	Buy	+2,945	New	+$111K	0.01%	1079
2018 Q2	–	Sell	-305	Closed	-$10K	–	1330
2018 Q1	$10K	Hold	305	–	–	﹤0.01%	2309
2017 Q4	$11K	Buy	+305	New	+$10.7K	﹤0.01%	2119

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Partners's DGRS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 11% in Q1 2026, selling an estimated $326K and leaving 46,732 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #500.

Stratos Wealth Partners first reported a position in DGRS in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.85M in Q2 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Stratos Wealth Partners held 46,732 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.47M as of Q1 2026.
Stratos Wealth Partners sold 6,067 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $326K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #500 holding.
Stratos Wealth Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2017 and has held it in 12 quarters since.
Stratos Wealth Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.85M in Q2 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.