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

Everstar 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 		$1.37M Buy
25,804
+1,067
+4% +$57.3K 0.73% 36
2025
Q4 		$1.24M Sell
24,737
-22,319
-47% -$1.11M 0.66% 35
2025
Q3 		$2.35M Sell
47,056
-530
-1% -$26.2K 1.33% 12
2025
Q2 		$2.22M Buy
47,586
+4,787
+11% +$215K 1.35% 13
2025
Q1 		$1.99M Buy
42,799
+4,153
+11% +$207K 1.32% 16
2024
Q4 		$1.98M Buy
38,646
+1,909
+5% +$101K 1.4% 15
2024
Q3 		$1.89M Buy
+36,737
New +$1.82M 1.3% 16

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

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

Everstar Asset Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 4.3% in Q1 2026, buying an estimated $57.3K and bringing the position to 25,804 shares worth $1.37M. The position accounts for 0.73% of the portfolio, ranked #36.

Everstar Asset Management first reported a position in DGRS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q3 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Everstar Asset Management held 25,804 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.37M as of Q1 2026.
  • Everstar Asset Management bought 1,067 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $57.3K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.73% of Everstar Asset Management's portfolio in Q1 2026, its #36 holding.
  • Everstar Asset Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $2.35M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.