Wealth Enhancement Advisory Services
DGRS icon

Wealth Enhancement Advisory Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Wealth Enhancement Advisory Services’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 		$371K Sell
6,302
-468
-7% -$26.4K ﹤0.01% 2990
2026
Q1 		$360K Sell
6,770
-7,231
-52% -$388K ﹤0.01% 2609
2025
Q4 		$717K Sell
14,001
-1,168
-8% -$57.9K ﹤0.01% 2197
2025
Q3 		$752K Sell
15,169
-1,063
-7% -$52.5K ﹤0.01% 2051
2025
Q2 		$795K Buy
16,232
+1,012
+7% +$45.5K ﹤0.01% 1886
2025
Q1 		$708K Sell
15,220
-3,535
-19% -$176K ﹤0.01% 1816
2024
Q4 		$961K Buy
18,755
+5,792
+45% +$307K ﹤0.01% 1570
2024
Q3 		$668K Sell
12,963
-1,863
-13% -$92.5K ﹤0.01% 1630
2024
Q2 		$698K Buy
14,826
+550
+4% +$26.3K ﹤0.01% 1451
2024
Q1 		$709K Sell
14,276
-897
-6% -$42.2K ﹤0.01% 1392
2023
Q4 		$720K Sell
15,173
-2,134
-12% -$90.3K ﹤0.01% 1306
2023
Q3 		$713K Buy
+17,307
New +$744K ﹤0.01% 1242

Other funds holding DGRS

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
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services's DGRS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 6.9% in Q2 2026, selling an estimated $26.4K and leaving 6,302 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Wealth Enhancement Advisory Services first reported a position in DGRS in Q3 2023 and has held it in 12 quarters since. The position peaked at $961K in Q4 2024. 25 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,302 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $371K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 468 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $26.4K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2990 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $961K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.