Cliff Asness’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Cliff Asness’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
2025 Q4	–	Sell	-4,585	Closed	-$229K	–	3588
2025 Q3	$229K	Sell	4,585 -1,774	-28%	-$87.7K	﹤0.01%	3200
2025 Q2	$296K	Sell	6,359 -1,189	-16%	-$53.4K	﹤0.01%	2881
2025 Q1	$351K	Sell	7,548 -809	-10%	-$40.3K	﹤0.01%	2617
2024 Q4	$428K	Buy	+8,357	New	+$442K	﹤0.01%	2323

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $36.8B AUM 26.6% 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

UAG

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

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

Cliff Asness's DGRS Position: Q4 2025 in Review

Cliff Asness sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q4 2025, closing a stake of 4,585 shares — an estimated $229K sold.

Cliff Asness first reported a position in DGRS in Q4 2024 and held it in 4 quarters. The position peaked at $428K in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q4 2025.

Cliff Asness reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q4 2025 after selling out during the quarter.
Cliff Asness sold 4,585 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q4 2025, an estimated $229K.
Cliff Asness first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and held it in 4 quarters.
Cliff Asness's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $428K in Q4 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q4 2025.

Based on AQR Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.