Sunbelt Securities’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Sunbelt Securities’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	$160K	Hold	3,020	–	–	0.01%	701
2025 Q4	$150K	Sell	3,020 -800	-21%	-$39.6K	0.01%	713
2025 Q3	$191K	Sell	3,820 -2,455	-39%	-$121K	0.01%	656
2025 Q2	$321K	Sell	6,275 -325	-5%	-$14.6K	0.03%	465
2025 Q1	$307K	Buy	6,600 +325	+5%	+$16.2K	0.03%	450
2024 Q4	$320K	Buy	6,275 +350	+6%	+$18.5K	0.03%	465
2024 Q3	$305K	Buy	5,925 +2,330	+65%	+$116K	0.03%	477
2024 Q2	$169K	Buy	3,595 +1,535	+75%	+$73.4K	0.02%	599
2024 Q1	$102K	Buy	2,060 +23	+1%	+$1.08K	0.01%	706
2023 Q4	$96.6K	Buy	2,037 +1,125	+123%	+$47.6K	0.01%	683
2023 Q3	$37.6K	Buy	912 +327	+56%	+$14.1K	0.01%	866
2023 Q2	$24.8K	Buy	585 +200	+52%	+$8.16K	﹤0.01%	965
2023 Q1	$15.7K	Buy	+385	New	+$16.6K	﹤0.01%	1011

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

Sunbelt Securities's DGRS Position: Q1 2026 in Review

Sunbelt Securities held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 3,020 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #701.

Sunbelt Securities first reported a position in DGRS in Q1 2023 and has held it in 13 quarters since. The position peaked at $321K in Q2 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Sunbelt Securities held 3,020 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $160K as of Q1 2026.
Sunbelt Securities left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #701 holding.
Sunbelt Securities first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $321K 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.