Commonwealth Equity Services
DGRS icon

Commonwealth Equity Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Commonwealth Equity Services’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 		$5.56M Buy
104,912
+3,622
+4% +$194K 0.01% 1254
2025
Q4 		$5.03M Sell
101,290
-8,082
-7% -$400K 0.01% 1315
2025
Q3 		$5.47M Sell
109,372
-2,354
-2% -$116K 0.01% 1284
2025
Q2 		$5.2M Buy
111,726
+515
+0.5% +$23.1K 0.01% 1309
2025
Q1 		$5.17M Buy
111,211
+5,564
+5% +$277K 0.01% 1264
2024
Q4 		$5.41M Buy
105,647
+12,590
+14% +$666K 0.01% 1189
2024
Q3 		$4.79M Sell
93,057
-40,229
-30% -$2M 0.01% 1250
2024
Q2 		$6.28M Buy
133,286
+4,167
+3% +$199K 0.01% 1056
2024
Q1 		$6.41M Sell
129,119
-24,312
-16% -$1.14M 0.01% 1021
2023
Q4 		$7.28M Sell
153,431
-2,666
-2% -$113K 0.01% 890
2023
Q3 		$6.43M Buy
156,097
+31,919
+26% +$1.37M 0.01% 890
2023
Q2 		$5.27M Buy
124,178
+5,878
+5% +$240K 0.01% 1009
2023
Q1 		$4.92K Buy
118,300
+4,644
+4% +$201K 0.01% 1012
2022
Q4 		$4.57M Buy
113,656
+11,149
+11% +$450K 0.01% 1008
2022
Q3 		$3.69M Buy
102,507
+9,576
+10% +$391K 0.01% 1050
2022
Q2 		$3.69M Buy
92,931
+11,739
+14% +$495K 0.01% 1060
2022
Q1 		$3.62M Buy
81,192
+5,416
+7% +$245K 0.01% 1137
2021
Q4 		$3.61M Buy
75,776
+4,787
+7% +$223K 0.01% 1103
2021
Q3 		$3.15M Buy
70,989
+2,864
+4% +$130K 0.01% 1145
2021
Q2 		$3.17M Buy
68,125
+5,772
+9% +$272K 0.01% 1129
2021
Q1 		$2.87M Buy
62,353
+367
+0.6% +$16K 0.01% 1091
2020
Q4 		$2.45M Buy
61,986
+1,512
+3% +$54.3K 0.01% 1112
2020
Q3 		$1.86M Buy
60,474
+2,300
+4% +$71.9K 0.01% 1137
2020
Q2 		$1.75M Sell
58,174
-9,837
-14% -$274K 0.01% 1099
2020
Q1 		$1.71M Buy
68,011
+5,194
+8% +$172K 0.01% 968
2019
Q4 		$2.37M Buy
62,817
+7,964
+15% +$292K 0.01% 945
2019
Q3 		$1.95M Buy
54,853
+2,606
+5% +$90.6K 0.01% 987
2019
Q2 		$1.86M Buy
52,247
+23,020
+79% +$809K 0.01% 1000
2019
Q1 		$1.01M Buy
29,227
+4,022
+16% +$140K ﹤0.01% 1294
2018
Q4 		$785K Buy
25,205
+9,943
+65% +$342K ﹤0.01% 1351
2018
Q3 		$575K Buy
15,262
+1,313
+9% +$49.6K ﹤0.01% 1700
2018
Q2 		$512K Sell
13,949
-1,852
-12% -$66.2K ﹤0.01% 1729
2018
Q1 		$542K Buy
15,801
+3,901
+33% +$137K ﹤0.01% 1666
2017
Q4 		$425K Buy
11,900
+2,168
+22% +$75.9K ﹤0.01% 1799
2017
Q3 		$336K Buy
9,732
+1,159
+14% +$38.1K ﹤0.01% 1887
2017
Q2 		$285K Buy
8,573
+1,074
+14% +$35.6K ﹤0.01% 1945
2017
Q1 		$248K Buy
+7,499
New +$251K ﹤0.01% 1999
2016
Q4 		– Sell
-92,091
Closed -$2.84M – 2330
2016
Q3 		$2.84M Buy
92,091
+6,341
+7% +$192K 0.02% 537
2016
Q2 		$2.46M Buy
85,750
+34,199
+66% +$964K 0.02% 570
2016
Q1 		$1.46M Buy
51,551
+20,299
+65% +$520K 0.01% 775
2015
Q4 		$829K Buy
31,252
+22,349
+251% +$613K 0.01% 1022
2015
Q3 		$231K Buy
+8,903
New +$248K ﹤0.01% 1730

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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services's DGRS Position: Q1 2026 in Review

Commonwealth Equity Services increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.6% in Q1 2026, buying an estimated $194K and bringing the position to 104,912 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #1254.

Commonwealth Equity Services first reported a position in DGRS in Q3 2015 and has held it in 42 quarters since. The position peaked at $7.28M in Q4 2023. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Commonwealth Equity Services held 104,912 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5.56M as of Q1 2026.
  • Commonwealth Equity Services bought 3,622 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $194K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1254 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2015 and has held it in 42 quarters since.
  • Commonwealth Equity Services's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $7.28M in Q4 2023.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.