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Oppenheimer & Co’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Oppenheimer & Co’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 		$652K Buy
12,316
+765
+7% +$41.1K 0.01% 1074
2025
Q4 		$573K Buy
11,551
+300
+3% +$14.9K 0.01% 1024
2025
Q3 		$562K Sell
11,251
-531
-5% -$26.2K 0.01% 1132
2025
Q2 		$548K Sell
11,782
-106
-0.9% -$4.76K 0.01% 1104
2025
Q1 		$553K Sell
11,888
-5
-0% -$249 0.01% 1040
2024
Q4 		$609K Buy
11,893
+5,812
+96% +$308K 0.01% 1009
2024
Q3 		$313K Buy
+6,081
New +$302K ﹤0.01% 1208

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

Oppenheimer & Co's DGRS Position: Q1 2026 in Review

Oppenheimer & Co increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 6.6% in Q1 2026, buying an estimated $41.1K and bringing the position to 12,316 shares worth $652K. The position accounts for 0.01% of the portfolio, ranked #1074.

Oppenheimer & Co first reported a position in DGRS in Q3 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Oppenheimer & Co held 12,316 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $652K as of Q1 2026.
  • Oppenheimer & Co bought 765 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $41.1K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1074 holding.
  • Oppenheimer & Co first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2024 and has held it in 7 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 Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.