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Well Done LLC’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Well Done LLC’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
Q4 		– Sell
-17,163
Closed -$858K – 201
2025
Q3 		$858K Hold
17,163
– – 0.15% 87
2025
Q2 		$799K Buy
17,163
+1,522
+10% +$68.4K 0.15% 87
2025
Q1 		$801K Sell
15,641
-1,053
-6% -$52.4K 0.15% 80
2024
Q4 		$860K Hold
16,694
– – 0.16% 77
2024
Q3 		$860K Sell
16,694
-415
-2% -$20.6K 0.16% 77
2024
Q2 		$806K Sell
17,109
-420
-2% -$20.1K 0.17% 78
2024
Q1 		$870K Sell
17,529
-104
-0.6% -$4.89K 0.17% 75
2023
Q4 		$837K Sell
17,633
-991
-5% -$41.9K 0.16% 78
2023
Q3 		$767K Hold
18,624
– – 0.17% 73
2023
Q2 		$790K Hold
18,624
– – 0.17% 75
2023
Q1 		$774K Buy
18,624
+849
+5% +$36.7K 0.17% 73
2022
Q4 		$715K Buy
+17,775
New +$718K 0.15% 80
2019
Q1 		– Sell
-1,220
Closed -$38K – 267
2018
Q4 		$38K Buy
+1,220
New +$41.9K 0.01% 284
2018
Q2 		– Sell
-1,120
Closed -$38K – 216
2018
Q1 		$38K Buy
+1,120
New +$39.5K 0.01% 252

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Bank of America
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Well Done LLC's DGRS Position: Q4 2025 in Review

Well Done LLC sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2025, closing a stake of 17,163 shares — an estimated $858K sold.

Well Done LLC first reported a position in DGRS in Q1 2018 and held it in 14 quarters. The position peaked at $870K in Q1 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

  • Well Done LLC reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Well Done LLC sold 17,163 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $858K.
  • Well Done LLC first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2018 and held it in 14 quarters.
  • Well Done LLC's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $870K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on Well Done LLC's 13F filing for Q4 2025, filed 13 Jan 2026.