Tyler-Stone Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$2.17M	Sell	46,520 -13	-0%	-$584	0.35%	56
2025 Q1	$2.16M	Buy	46,533 +27,815	+149%	+$1.38M	0.39%	54
2024 Q4	$959K	Buy	18,718 +13,297	+245%	+$704K	0.17%	110
2024 Q3	$279K	Buy	5,421 +3,062	+130%	+$152K	0.05%	258
2024 Q2	$111K	Buy	2,359 +1,415	+150%	+$67.7K	0.05%	272
2024 Q1	$46.9K	Buy	+944	New	+$44.4K	0.02%	369

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Tyler-Stone Wealth Management's DGRS Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.03% in Q2 2025, selling an estimated $584 and leaving 46,520 shares worth $2.17M. The position accounts for 0.35% of the portfolio, ranked #56.

Tyler-Stone Wealth Management first reported a position in DGRS in Q1 2024 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold DGRS as of Q2 2025.

Tyler-Stone Wealth Management held 46,520 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $2.17M as of Q2 2025.
Tyler-Stone Wealth Management sold 13 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2025, an estimated $584.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.35% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #56 holding.
Tyler-Stone Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.