Truist Financial
DGRS icon

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

Truist 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 		$218K Buy
+3,674
New +$207K ﹤0.01% 2738
2025
Q4 		– Sell
-4,208
Closed -$210K – 2783
2025
Q3 		$210K Buy
+4,208
New +$208K ﹤0.01% 2532

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Truist Financial's DGRS Position: Q2 2026 in Review

Truist Financial opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 3,674 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2738 among its holdings. This is a return to the name: Truist Financial previously reported a position in DGRS as recently as Q3 2025.

Truist Financial first reported a position in DGRS in Q3 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Truist Financial held 3,674 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $218K as of Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Truist Financial position in Q2 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2738 holding.
  • Truist 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.
  • 76 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.