Jones Financial Companies
DGRS icon

Jones Financial Companies’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Jones Financial Companies’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 		$368K Buy
7,020
+570
+9% +$30.6K ﹤0.01% 2181
2025
Q4 		$320K Buy
6,450
+449
+7% +$22.2K ﹤0.01% 1704
2025
Q3 		$301K Buy
6,001
+1,171
+24% +$57.9K ﹤0.01% 1620
2025
Q2 		$226K Buy
4,830
+2,990
+163% +$134K ﹤0.01% 1618
2025
Q1 		$85.6K Buy
1,840
+605
+49% +$30.1K ﹤0.01% 1849
2024
Q4 		$63.3K Buy
1,235
+350
+40% +$18.5K ﹤0.01% 1788
2024
Q3 		$45.5K Buy
885
+136
+18% +$6.76K ﹤0.01% 1677
2024
Q2 		$35.3K Buy
+749
New +$35.8K ﹤0.01% 1373

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

Jones Financial Companies's DGRS Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 8.8% in Q1 2026, buying an estimated $30.6K and bringing the position to 7,020 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Jones Financial Companies first reported a position in DGRS in Q2 2024 and has held it in 8 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Jones Financial Companies held 7,020 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $368K as of Q1 2026.
  • Jones Financial Companies bought 570 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $30.6K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2181 holding.
  • Jones Financial Companies 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.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.