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 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 $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

Summit Financial's DGRS Position: Q1 2026 in Review

Summit Financial opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 9,826 shares worth $520K. The stake represents 0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Summit Financial previously reported a position in DGRS as recently as Q3 2025.

Summit Financial first reported a position in DGRS in Q3 2025 and has held it in 2 quarters since. The position peaked at $742K in Q3 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Summit Financial held 9,826 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $520K as of Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Summit Financial position in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #981 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 2 quarters since.
Summit Financial's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $742K in Q3 2025.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.