National Bank of Canada
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National Bank of Canada’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

National Bank of Canada’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 		$138K Hold
2,600
– – ﹤0.01% 1715
2025
Q4 		$129K Hold
2,600
– – ﹤0.01% 1704
2025
Q3 		$130K Hold
2,600
– – ﹤0.01% 1678
2025
Q2 		$121K Hold
2,600
– – ﹤0.01% 1730
2025
Q1 		$121K Sell
2,600
-759
-23% -$37.8K ﹤0.01% 1647
2024
Q4 		$172K Buy
3,359
+618
+23% +$32.7K ﹤0.01% 1643
2024
Q3 		$141K Buy
2,741
+141
+5% +$7K ﹤0.01% 1457
2024
Q2 		$121K Hold
2,600
– – ﹤0.01% 1442
2024
Q1 		$127K Buy
+2,600
New +$122K ﹤0.01% 1493

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 $948M AUM 25.89% 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 $79.5B AUM 27.1% 1-Year Est. Return

National Bank of Canada's DGRS Position: Q1 2026 in Review

National Bank of Canada held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 2,600 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

National Bank of Canada first reported a position in DGRS in Q1 2024 and has held it in 9 quarters since. The position peaked at $172K in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • National Bank of Canada held 2,600 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $138K as of Q1 2026.
  • National Bank of Canada left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1715 holding.
  • National Bank of Canada first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
  • National Bank of Canada's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $172K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.