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Chicago Partners Investment Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Chicago Partners Investment Group’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 		$265K Sell
4,701
-27
-0.6% -$1.45K 0.01% 1207
2025
Q4 		$251K Sell
4,728
-195
-4% -$9.66K 0.01% 1133
2025
Q3 		$247K Buy
4,923
+18
+0.4% +$889 0.01% 1055
2025
Q2 		$243K Buy
4,905
+12
+0.2% +$539 0.01% 948
2025
Q1 		$215K Sell
4,893
-389
-7% -$19.4K 0.01% 839
2024
Q4 		$265K Sell
5,282
-55
-1% -$2.91K 0.01% 704
2024
Q3 		$271K Buy
5,337
+65
+1% +$3.23K 0.01% 652
2024
Q2 		$275K Buy
5,272
+18
+0.3% +$861 0.01% 614
2024
Q1 		$252K Sell
5,254
-89
-2% -$4.18K 0.01% 615
2023
Q4 		$247K Sell
5,343
-43
-0.8% -$1.82K 0.01% 587
2023
Q3 		$209K Sell
5,386
-314
-6% -$13.5K 0.01% 599
2023
Q2 		$252K Buy
5,700
+222
+4% +$9.06K 0.01% 571
2023
Q1 		$226K Buy
5,478
+199
+4% +$8.61K 0.01% 583
2022
Q4 		$243K Sell
5,279
-111
-2% -$4.48K 0.01% 536
2022
Q3 		$220K Buy
5,390
+148
+3% +$6.05K 0.02% 511
2022
Q2 		$225K Buy
5,242
+250
+5% +$10.5K 0.02% 514
2022
Q1 		$208K Sell
4,992
-688
-12% -$31.2K 0.02% 509
2021
Q4 		$253K Buy
5,680
+178
+3% +$8.29K 0.02% 467
2021
Q3 		$267K Buy
5,502
+281
+5% +$12.7K 0.02% 468
2021
Q2 		$235K Buy
5,221
+84
+2% +$3.96K 0.02% 472
2021
Q1 		$241K Buy
5,137
+107
+2% +$4.68K 0.02% 445
2020
Q4 		$211K Buy
+5,030
New +$181K 0.02% 431
2020
Q3 		– Sell
-7,050
Closed -$220K – 418
2020
Q2 		$220K Buy
+7,050
New +$196K 0.03% 351
2018
Q4 		– Sell
-291
Closed -$10K – 469
2018
Q3 		$10K Buy
291
+31
+12% +$1.17K ﹤0.01% 813
2018
Q2 		$10K Buy
260
+37
+17% +$1.32K ﹤0.01% 803
2018
Q1 		$8K Buy
+223
New +$7.86K ﹤0.01% 803

Other funds holding DGRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Chicago Partners Investment Group's DGRS Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.57% in Q1 2026, selling an estimated $1.45K and leaving 4,701 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1207.

Chicago Partners Investment Group first reported a position in DGRS in Q1 2018 and has held it in 26 quarters since. The position peaked at $275K in Q2 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Chicago Partners Investment Group held 4,701 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $265K as of Q1 2026.
  • Chicago Partners Investment Group sold 27 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $1.45K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1207 holding.
  • Chicago Partners Investment Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2018 and has held it in 26 quarters since.
  • Chicago Partners Investment Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $275K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.