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

Citadel 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 Q2	$386K	Buy	+6,502	New	+$367K	﹤0.01%	10518
2026 Q1	–	Sell	-13,528	Closed	-$671K	–	13205
2025 Q4	$671K	Sell	13,528 -16,309	-55%	-$808K	﹤0.01%	8298
2025 Q3	$1.49M	Buy	+29,837	New	+$1.47M	﹤0.01%	6688
2025 Q1	–	Sell	-4,685	Closed	-$240K	–	14658
2024 Q4	$240K	Buy	+4,685	New	+$248K	﹤0.01%	10113
2024 Q1	–	Sell	-19,061	Closed	-$904K	–	14699
2023 Q4	$904K	Buy	+19,061	New	+$807K	﹤0.01%	6874
2022 Q4	–	Sell	-8,690	Closed	-$312K	–	14952
2022 Q3	$312K	Buy	+8,690	New	+$355K	﹤0.01%	9481
2021 Q2	–	Sell	-7,619	Closed	-$352K	–	13786
2021 Q1	$352K	Buy	+7,619	New	+$333K	﹤0.01%	10472
2020 Q1	–	Sell	-43,040	Closed	-$1.62M	–	9676
2019 Q4	$1.62M	Buy	43,040 +16,883	+65%	+$619K	﹤0.01%	4748
2019 Q3	$929K	Buy	26,157 +3,745	+17%	+$130K	﹤0.01%	5727
2019 Q2	$796K	Sell	22,412 -4,710	-17%	-$166K	﹤0.01%	6070
2019 Q1	$943K	Buy	+27,122	New	+$942K	﹤0.01%	5699
2018 Q4	–	Sell	-8,310	Closed	-$314K	–	9217
2018 Q3	$314K	Buy	8,310 +1,932	+30%	+$73K	﹤0.01%	7483
2018 Q2	$233K	Buy	+6,378	New	+$228K	﹤0.01%	7627
2017 Q2	–	Sell	-9,641	Closed	-$319K	–	7583
2017 Q1	$319K	Buy	+9,641	New	+$322K	﹤0.01%	5797
2016 Q1	–	Sell	-19,383	Closed	-$514K	–	6986
2015 Q4	$514K	Buy	19,383 +6,755	+53%	+$185K	﹤0.01%	4434
2015 Q3	$328K	Buy	12,628 +1,666	+15%	+$46.4K	﹤0.01%	5434
2015 Q2	$323K	Buy	+10,962	New	+$327K	﹤0.01%	5647

Other funds holding DGRS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFGP

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UAG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors's DGRS Position: Q2 2026 in Review

Citadel Advisors opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q2 2026: 6,502 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #10518 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in DGRS as recently as Q4 2025.

Citadel Advisors first reported a position in DGRS in Q2 2015 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2019. 131 funds tracked by Wall St. Rank hold DGRS as of Q2 2026.

Citadel Advisors held 6,502 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $386K as of Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new Citadel Advisors position in Q2 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10518 holding.
Citadel Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2015 and has held it in 17 quarters since.
Citadel Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.62M in Q4 2019.
131 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.