United Advisor Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

United Advisor 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 Q1	$6.6M	Buy	124,667 +3,121	+3%	+$168K	0.81%	27
2025 Q4	$6.03M	Buy	121,546 +16,609	+16%	+$823K	0.75%	28
2025 Q3	$5.24M	Buy	104,937 +14,160	+16%	+$700K	0.71%	29
2025 Q2	$4.23M	Buy	90,777 +1,398	+2%	+$62.8K	0.73%	32
2025 Q1	$4.16M	Buy	89,379 +6,560	+8%	+$326K	0.85%	28
2024 Q4	$4.24M	Buy	82,819 +12,638	+18%	+$669K	0.84%	29
2024 Q3	$3.62M	Buy	70,181 +15,251	+28%	+$758K	0.82%	27
2024 Q2	$2.59M	Buy	54,930 +16,381	+42%	+$783K	0.8%	29
2024 Q1	$1.91M	Buy	+38,549	New	+$1.81M	0.72%	39

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

United Advisor Group's DGRS Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.6% in Q1 2026, buying an estimated $168K and bringing the position to 124,667 shares worth $6.6M. The position accounts for 0.81% of the portfolio, ranked #27.

United Advisor Group first reported a position in DGRS in Q1 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

United Advisor Group held 124,667 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $6.6M as of Q1 2026.
United Advisor Group bought 3,121 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $168K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.81% of United Advisor Group's portfolio in Q1 2026, its #27 holding.
United Advisor Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.