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

US Bancorp’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	–	Sell	-46	Closed	-$2.14K	–	4198
2025 Q1	$2.14K	Hold	46	–	–	﹤0.01%	3865
2024 Q4	$2.36K	Hold	46	–	–	﹤0.01%	3825
2024 Q3	$2.37K	Buy	+46	New	+$2.29K	﹤0.01%	3745

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $2.31B AUM 28.23% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

US Bancorp's DGRS Position: Q2 2025 in Review

US Bancorp sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2025, closing a stake of 46 shares — an estimated $2.14K sold.

US Bancorp first reported a position in DGRS in Q3 2024 and held it in 3 quarters. The position peaked at $2.37K in Q3 2024. 122 funds tracked by Wall St. Rank hold DGRS as of Q2 2025.

US Bancorp reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q2 2025 after selling out during the quarter.
US Bancorp sold 46 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2025, an estimated $2.14K.
US Bancorp first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and held it in 3 quarters.
US Bancorp's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.37K in Q3 2024.
122 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2025.

Based on US Bancorp's 13F filing for Q2 2025, filed 24 Jul 2025.