Fidelity Investments
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Fidelity Investments’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Fidelity Investments’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 		$113K Sell
2,128
-3
-0.1% -$161 ﹤0.01% 3744
2025
Q4 		$106K Hold
2,131
– – ﹤0.01% 3730
2025
Q3 		$107K Buy
2,131
+6
+0.3% +$296 ﹤0.01% 3637
2025
Q2 		$98.9K Sell
2,125
-289
-12% -$13K ﹤0.01% 3613
2025
Q1 		$112K Buy
2,414
+1,374
+132% +$68.4K ﹤0.01% 3506
2024
Q4 		$53.3K Buy
1,040
+1
+0.1% +$53 ﹤0.01% 3824
2024
Q3 		$53.5K Buy
1,039
+96
+10% +$4.77K ﹤0.01% 3755
2024
Q2 		$44.4K Buy
943
+62
+7% +$2.96K ﹤0.01% 3674
2024
Q1 		$43.7K Buy
881
+111
+14% +$5.22K ﹤0.01% 3654
2023
Q4 		$36.5K Hold
770
– – ﹤0.01% 3667
2023
Q3 		$31.7K Sell
770
-8
-1% -$344 ﹤0.01% 3578
2023
Q2 		$33K Sell
778
-31
-4% -$1.26K ﹤0.01% 3636
2023
Q1 		$33.6K Sell
809
-2
-0.2% -$86 ﹤0.01% 3619
2022
Q4 		$32.6K Sell
811
-20
-2% -$808 ﹤0.01% 3598
2022
Q3 		$30K Sell
831
-100
-11% -$4.09K ﹤0.01% 3673
2022
Q2 		$37K Buy
931
+5
+0.5% +$211 ﹤0.01% 3668
2022
Q1 		$41K Buy
926
+35
+4% +$1.59K ﹤0.01% 3743
2021
Q4 		$42K Buy
891
+36
+4% +$1.68K ﹤0.01% 3272
2021
Q3 		$38K Buy
855
+812
+1,888% +$36.8K ﹤0.01% 3279
2021
Q2 		$2K Buy
43
+41
+2,050% +$1.93K ﹤0.01% 3909
2021
Q1 		$0 Buy
2
+1
+100% +$44 ﹤0.01% 4062
2020
Q4 		$0 Hold
1
– – ﹤0.01% 3897
2020
Q3 		$0 Sell
1
-1
-50% -$31 ﹤0.01% 3730
2020
Q2 		$0 Sell
2
-209
-99% -$5.82K ﹤0.01% 3682
2020
Q1 		$5K Sell
211
-119
-36% -$3.95K ﹤0.01% 3248
2019
Q4 		$12K Hold
330
– – ﹤0.01% 3226
2019
Q3 		$12K Buy
+330
New +$11.5K ﹤0.01% 3186

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

Fidelity Investments's DGRS Position: Q1 2026 in Review

Fidelity Investments reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.14% in Q1 2026, selling an estimated $161 and leaving 2,128 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3744.

Fidelity Investments first reported a position in DGRS in Q3 2019 and has held it in 27 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Fidelity Investments held 2,128 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $113K as of Q1 2026.
  • Fidelity Investments sold 3 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $161.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3744 holding.
  • Fidelity Investments first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2019 and has held it in 27 quarters since.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.