Summit Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Summit Financial’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	$569K	Sell	9,587 -239	-2%	-$13.5K	0.01%	1045
2026 Q1	$520K	Buy	+9,826	New	+$527K	0.01%	981
2025 Q4	–	Sell	-14,850	Closed	-$742K	–	1295
2025 Q3	$742K	Buy	+14,850	New	+$734K	0.01%	746

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Summit Financial's DGRS Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.4% in Q2 2026, selling an estimated $13.5K and leaving 9,587 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1045.

Summit Financial first reported a position in DGRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $742K in Q3 2025. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Summit Financial held 9,587 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $569K as of Q2 2026.
Summit Financial sold 239 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $13.5K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1045 holding.
Summit Financial first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2025 and has held it in 3 quarters since.
Summit Financial's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $742K in Q3 2025.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.