Citadel Advisors
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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
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
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

Citadel Advisors's DGRS Position: Q1 2026 in Review

Citadel Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026, closing a stake of 13,528 shares — an estimated $671K sold.

Citadel Advisors first reported a position in DGRS in Q2 2015 and held it in 16 quarters. The position peaked at $1.62M in Q4 2019. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Citadel Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 13,528 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $671K.
  • Citadel Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2015 and held it in 16 quarters.
  • Citadel Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.62M in Q4 2019.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

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