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

Ancora Advisors’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 Q1	$57.8K	Hold	1,091	–	–	﹤0.01%	1088
2025 Q4	$54.1K	Hold	1,091	–	–	﹤0.01%	1126
2025 Q3	$54.5K	Hold	1,091	–	–	﹤0.01%	1014
2025 Q2	$50.8K	Hold	1,091	–	–	﹤0.01%	1018
2025 Q1	$50.7K	Hold	1,091	–	–	﹤0.01%	1006
2024 Q4	$55.9K	Hold	1,091	–	–	﹤0.01%	978
2024 Q3	$56.2K	Hold	1,091	–	–	﹤0.01%	961
2024 Q2	$51.4K	Hold	1,091	–	–	﹤0.01%	937
2024 Q1	$54.2K	Hold	1,091	–	–	﹤0.01%	940
2023 Q4	$51.8K	Hold	1,091	–	–	﹤0.01%	940
2023 Q3	$44.9K	Hold	1,091	–	–	﹤0.01%	938
2023 Q2	$46.3K	Hold	1,091	–	–	﹤0.01%	924
2023 Q1	$45.4K	Hold	1,091	–	–	﹤0.01%	934
2022 Q4	$44K	Hold	1,091	–	–	﹤0.01%	996
2022 Q3	$39K	Hold	1,091	–	–	﹤0.01%	1155
2022 Q2	$43K	Hold	1,091	–	–	﹤0.01%	1218
2022 Q1	$49K	Hold	1,091	–	–	﹤0.01%	1260
2021 Q4	$52K	Hold	1,091	–	–	﹤0.01%	1242
2021 Q3	$48K	Hold	1,091	–	–	﹤0.01%	1214
2021 Q2	$51K	Hold	1,091	–	–	﹤0.01%	1096
2021 Q1	$50K	Hold	1,091	–	–	﹤0.01%	1062
2020 Q4	$43K	Hold	1,091	–	–	﹤0.01%	912
2020 Q3	$33K	Hold	1,091	–	–	﹤0.01%	929
2020 Q2	$33K	Hold	1,091	–	–	﹤0.01%	903
2020 Q1	$27K	Hold	1,091	–	–	﹤0.01%	1002
2019 Q4	$41K	Buy	+1,091	New	+$40K	﹤0.01%	931
2018 Q4	–	Sell	-1,091	Closed	-$41K	–	747
2018 Q3	$41K	Buy	+1,091	New	+$41.2K	﹤0.01%	930
2017 Q1	–	Sell	-1,091	Closed	-$37K	–	710
2016 Q4	$37K	Buy	+1,091	New	+$35K	﹤0.01%	821

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $811M AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ancora Advisors's DGRS Position: Q1 2026 in Review

Ancora Advisors held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 1,091 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Ancora Advisors first reported a position in DGRS in Q4 2016 and has held it in 28 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Ancora Advisors held 1,091 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $57.8K as of Q1 2026.
Ancora Advisors left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1088 holding.
Ancora Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2016 and has held it in 28 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.