BOLTON SECURITIES CORPORATION’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$423K	Buy	7,559 +470	+7%	+$27.8K	0.02%	651
2026 Q2	$421K	Sell	7,089 -91	-1%	-$5.13K	0.02%	656
2026 Q1	$380K	Buy	+7,180	New	+$385K	0.02%	616
2025 Q3	$333K	Buy	+6,665	New	+$329K	0.02%	616
2025 Q1	$284K	Buy	+6,115	New	+$304K	0.02%	609

Other funds holding DGRS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DGRS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 6.6% in Q3 2026, buying an estimated $27.8K and bringing the position to 7,559 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #651.

BOLTON SECURITIES CORPORATION first reported a position in DGRS in Q1 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold DGRS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 7,559 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $423K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 470 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2026, an estimated $27.8K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #651 holding.
BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and has held it in 5 quarters since.
90 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.