FDCDDQ
DGRS icon

Federation des caisses Desjardins du Quebec’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Federation des caisses Desjardins du Quebec’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
Q3 		– Sell
-300
Closed -$14K – 2915
2025
Q2 		$14K Hold
300
– – ﹤0.01% 1914
2025
Q1 		$13.9K Hold
300
– – ﹤0.01% 1847
2024
Q4 		$15.4K Buy
+300
New +$15.9K ﹤0.01% 1745

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
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
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
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's DGRS Position: Q3 2025 in Review

Federation des caisses Desjardins du Quebec sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q3 2025, closing a stake of 300 shares — an estimated $14K sold.

Federation des caisses Desjardins du Quebec first reported a position in DGRS in Q4 2024 and held it in 3 quarters. The position peaked at $15.4K in Q4 2024. 125 funds tracked by Wall St. Rank hold DGRS as of Q3 2025.

  • Federation des caisses Desjardins du Quebec reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 300 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q3 2025, an estimated $14K.
  • Federation des caisses Desjardins du Quebec first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2024 and held it in 3 quarters.
  • Federation des caisses Desjardins du Quebec's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $15.4K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q3 2025.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q3 2025, filed 14 Nov 2025.