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

Team Financial Group’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	$596K	Buy	10,044 +35	+0.3%	+$1.97K	0.25%	25
2026 Q1	$530K	Sell	10,009 -1,071	-10%	-$57.5K	0.24%	24
2025 Q4	$550K	Sell	11,080 -621	-5%	-$30.8K	0.25%	24
2025 Q3	$585K	Sell	11,701 -1,841	-14%	-$91K	0.27%	23
2025 Q2	$630K	Sell	13,542 -4,297	-24%	-$193K	0.31%	21
2025 Q1	$830K	Sell	17,839 -37,392	-68%	-$1.86M	0.48%	19
2024 Q4	$2.83M	Sell	55,231 -43,409	-44%	-$2.3M	1.62%	14
2024 Q3	$5.08M	Sell	98,640 -21,181	-18%	-$1.05M	3.02%	10
2024 Q2	$5.64M	Sell	119,821 -18,118	-13%	-$867K	3.63%	10
2024 Q1	$6.85M	Sell	137,939 -20,060	-13%	-$943K	4.61%	8
2023 Q4	$7.5M	Buy	157,999 +4,869	+3%	+$206K	5.38%	5
2023 Q3	$6.31M	Buy	+153,130	New	+$6.58M	5.21%	7

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

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

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 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

Team Financial Group's DGRS Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.35% in Q2 2026, buying an estimated $1.97K and bringing the position to 10,044 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #25.

Team Financial Group first reported a position in DGRS in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.5M in Q4 2023. 15 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Team Financial Group held 10,044 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $596K as of Q2 2026.
Team Financial Group bought 35 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.97K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.25% of Team Financial Group's portfolio in Q2 2026, its #25 holding.
Team Financial Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.5M in Q4 2023.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.