Empirical Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Empirical Asset Management’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	$232K	Sell	4,379 -518	-11%	-$27.8K	0.06%	342
2025 Q4	$243K	Sell	4,897 -8,436	-63%	-$418K	0.07%	290
2025 Q3	$666K	Sell	13,333 -11,371	-46%	-$562K	0.19%	181
2025 Q2	$1.15M	Buy	24,704 +143	+0.6%	+$6.43K	0.36%	77
2025 Q1	$1.14M	Buy	24,561 +500	+2%	+$24.9K	0.39%	67
2024 Q4	$1.23M	Sell	24,061 -1,395	-5%	-$73.8K	0.41%	64
2024 Q3	$1.31M	Buy	25,456 +15,903	+166%	+$790K	0.47%	58
2024 Q2	$450K	Buy	+9,553	New	+$457K	0.17%	179

Other funds holding DGRS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Empirical Asset Management's DGRS Position: Q1 2026 in Review

Empirical Asset Management reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 11% in Q1 2026, selling an estimated $27.8K and leaving 4,379 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #342.

Empirical Asset Management first reported a position in DGRS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Empirical Asset Management held 4,379 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $232K as of Q1 2026.
Empirical Asset Management sold 518 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $27.8K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.06% of Empirical Asset Management's portfolio in Q1 2026, its #342 holding.
Empirical Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.31M in Q3 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.