Quartz Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Quartz Partners’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	$323K	Buy	6,102 +1,146	+23%	+$61.5K	0.12%	125
2025 Q4	$246K	Buy	4,956 +86	+2%	+$4.26K	0.09%	144
2025 Q3	$243K	Buy	4,870 +87	+2%	+$4.3K	0.09%	158
2025 Q2	$223K	Buy	4,783 +18	+0.4%	+$809	0.1%	159
2025 Q1	$222K	Buy	4,765 +37	+0.8%	+$1.84K	0.13%	132
2024 Q4	$242K	Sell	4,728 -2,761	-37%	-$146K	0.15%	134
2024 Q3	$386K	Buy	+7,489	New	+$372K	0.24%	111

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quartz Partners's DGRS Position: Q1 2026 in Review

Quartz Partners increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 23% in Q1 2026, buying an estimated $61.5K and bringing the position to 6,102 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #125.

Quartz Partners first reported a position in DGRS in Q3 2024 and has held it in 7 quarters since. The position peaked at $386K in Q3 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Quartz Partners held 6,102 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $323K as of Q1 2026.
Quartz Partners bought 1,146 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $61.5K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.12% of Quartz Partners's portfolio in Q1 2026, its #125 holding.
Quartz Partners 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.
Quartz Partners's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $386K in Q3 2024.
126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.