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 Q2	$7.58M	Buy	127,703 +3,036	+2%	+$171K	0.8%	26
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

United Advisor Group's DGRS Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.4% in Q2 2026, buying an estimated $171K and bringing the position to 127,703 shares worth $7.58M. The position accounts for 0.8% of the portfolio, ranked #26.

United Advisor Group first reported a position in DGRS in Q1 2024 and has held it in 10 quarters since. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

United Advisor Group held 127,703 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $7.58M as of Q2 2026.
United Advisor Group bought 3,036 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $171K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.8% of United Advisor Group's portfolio in Q2 2026, its #26 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 10 quarters since.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.