IMC Chicago’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

IMC Chicago’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	$242K	Buy	+4,579	New	+$246K	﹤0.01%	4815
2021 Q3	–	Sell	-15,652	Closed	-$727K	–	1202
2021 Q2	$727K	Sell	15,652 -46	-0.3%	-$2.17K	﹤0.01%	966
2021 Q1	$723K	Buy	+15,698	New	+$686K	﹤0.01%	910

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

IMC Chicago's DGRS Position: Q1 2026 in Review

IMC Chicago opened a new position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2026: 4,579 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #4815 among its holdings. This is a return to the name: IMC Chicago previously reported a position in DGRS as recently as Q2 2021.

IMC Chicago first reported a position in DGRS in Q1 2021 and has held it in 3 quarters since. The position peaked at $727K in Q2 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

IMC Chicago held 4,579 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $242K as of Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund was a new IMC Chicago position in Q1 2026.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of IMC Chicago's portfolio in Q1 2026, its #4815 holding.
IMC Chicago first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2021 and has held it in 3 quarters since.
IMC Chicago's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $727K in Q2 2021.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on IMC Chicago's 13F filing for Q1 2026, filed 5 May 2026.