Wealthcare Capital Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Wealthcare Capital Partners’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	$529K	Buy	8,919 +337	+4%	+$19K	0.22%	95
2026 Q1	$454K	Buy	8,582 +30	+0.4%	+$1.61K	0.21%	94
2025 Q4	$424K	Buy	8,552 +51	+0.6%	+$2.53K	0.2%	96
2025 Q3	$425K	Buy	8,501 +60	+0.7%	+$2.96K	0.2%	97
2025 Q2	$393K	Buy	8,441 +80	+1%	+$3.6K	0.2%	90
2025 Q1	$389K	Sell	8,361 -693	-8%	-$34.5K	0.2%	84
2024 Q4	$464K	Buy	+9,054	New	+$479K	0.24%	64

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

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM

Wealthcare Capital Partners's DGRS Position: Q2 2026 in Review

Wealthcare Capital Partners increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.9% in Q2 2026, buying an estimated $19K and bringing the position to 8,919 shares worth $529K. The position accounts for 0.22% of the portfolio, ranked #95.

Wealthcare Capital Partners first reported a position in DGRS in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Wealthcare Capital Partners held 8,919 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $529K as of Q2 2026.
Wealthcare Capital Partners bought 337 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q2 2026, an estimated $19K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.22% of Wealthcare Capital Partners's portfolio in Q2 2026, its #95 holding.
Wealthcare Capital Partners first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.