Northwestern Mutual Wealth Management
DGRS icon

Northwestern Mutual Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Northwestern Mutual Wealth Management’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 		$541K Buy
10,225
+220
+2% +$11.8K ﹤0.01% 1544
2025
Q4 		$496K Buy
10,005
+342
+4% +$16.9K ﹤0.01% 1532
2025
Q3 		$483K Buy
9,663
+1,445
+18% +$71.4K ﹤0.01% 1480
2025
Q2 		$383K Buy
8,218
+3,515
+75% +$158K ﹤0.01% 1488
2025
Q1 		$219K Buy
4,703
+461
+11% +$22.9K ﹤0.01% 1628
2024
Q4 		$217K Sell
4,242
-2,326
-35% -$123K ﹤0.01% 1619
2024
Q3 		$338K Sell
6,568
-4,256
-39% -$211K ﹤0.01% 1448
2024
Q2 		$510K Buy
10,824
+236
+2% +$11.3K ﹤0.01% 1246
2024
Q1 		$526K Sell
10,588
-4,670
-31% -$220K ﹤0.01% 1231
2023
Q4 		$724K Buy
15,258
+2,856
+23% +$121K ﹤0.01% 1084
2023
Q3 		$511K Buy
12,402
+8,190
+194% +$352K ﹤0.01% 1147
2023
Q2 		$179K Buy
4,212
+691
+20% +$28.2K ﹤0.01% 1506
2023
Q1 		$146K Hold
3,521
– – ﹤0.01% 1559
2022
Q4 		$142K Buy
3,521
+148
+4% +$5.98K ﹤0.01% 1529
2022
Q3 		$121K Buy
3,373
+2,241
+198% +$91.6K ﹤0.01% 1577
2022
Q2 		$45K Buy
1,132
+286
+34% +$12.1K ﹤0.01% 1953
2022
Q1 		$38K Hold
846
– – ﹤0.01% 2065
2021
Q4 		$40K Buy
846
+646
+323% +$30.1K ﹤0.01% 2057
2021
Q3 		$9K Hold
200
– – ﹤0.01% 2494
2021
Q2 		$9K Sell
200
-79
-28% -$3.72K ﹤0.01% 2462
2021
Q1 		$13K Sell
279
-121
-30% -$5.29K ﹤0.01% 2210
2020
Q4 		$16K Hold
400
– – ﹤0.01% 2037
2020
Q3 		$12K Hold
400
– – ﹤0.01% 1933
2020
Q2 		$12K Hold
400
– – ﹤0.01% 1853
2020
Q1 		$10K Hold
400
– – ﹤0.01% 1890
2019
Q4 		$15K Hold
400
– – ﹤0.01% 1821
2019
Q3 		$14K Hold
400
– – ﹤0.01% 1825
2019
Q2 		$14K Hold
400
– – ﹤0.01% 1839
2019
Q1 		$14K Hold
400
– – ﹤0.01% 1836
2018
Q4 		$12K Hold
400
– – ﹤0.01% 1762
2018
Q3 		$15K Buy
400
+200
+100% +$7.56K ﹤0.01% 1778
2018
Q2 		$7K Buy
+200
New +$7.15K ﹤0.01% 1922

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

Northwestern Mutual Wealth Management's DGRS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 2.2% in Q1 2026, buying an estimated $11.8K and bringing the position to 10,225 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Northwestern Mutual Wealth Management first reported a position in DGRS in Q2 2018 and has held it in 32 quarters since. The position peaked at $724K in Q4 2023. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,225 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $541K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 220 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $11.8K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1544 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q2 2018 and has held it in 32 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $724K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.