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

Royal 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 		$4.75M Sell
89,730
-3,000
-3% -$161K ﹤0.01% 2452
2025
Q4 		$4.6M Sell
92,730
-4,677
-5% -$232K ﹤0.01% 2489
2025
Q3 		$4.87M Buy
97,407
+2,310
+2% +$114K ﹤0.01% 2698
2025
Q2 		$4.43M Buy
95,097
+8,236
+9% +$370K ﹤0.01% 2665
2025
Q1 		$4.04M Sell
86,861
-8,637
-9% -$430K ﹤0.01% 2430
2024
Q4 		$4.89M Buy
95,498
+6,568
+7% +$348K ﹤0.01% 2327
2024
Q3 		$4.58M Buy
88,930
+56,942
+178% +$2.83M ﹤0.01% 2350
2024
Q2 		$1.51M Sell
31,988
-45,176
-59% -$2.16M ﹤0.01% 3120
2024
Q1 		$3.83M Buy
77,164
+52,622
+214% +$2.47M ﹤0.01% 2393
2023
Q4 		$1.16M Buy
24,542
+892
+4% +$37.8K ﹤0.01% 3545
2023
Q3 		$974K Buy
23,650
+773
+3% +$33.2K ﹤0.01% 3463
2023
Q2 		$971K Sell
22,877
-1,356
-6% -$55.3K ﹤0.01% 3393
2023
Q1 		$1.01M Sell
24,233
-1,299
-5% -$56.2K ﹤0.01% 3328
2022
Q4 		$1.03M Sell
25,532
-1,403
-5% -$56.7K ﹤0.01% 3483
2022
Q3 		$968K Buy
26,935
+6,330
+31% +$259K ﹤0.01% 3481
2022
Q2 		$818K Buy
20,605
+1,522
+8% +$64.2K ﹤0.01% 3677
2022
Q1 		$852K Buy
19,083
+1,652
+9% +$74.8K ﹤0.01% 3790
2021
Q4 		$829K Buy
17,431
+2,347
+16% +$109K ﹤0.01% 4006
2021
Q3 		$670K Buy
15,084
+2,793
+23% +$127K ﹤0.01% 4095
2021
Q2 		$571K Sell
12,291
-9,058
-42% -$427K ﹤0.01% 4149
2021
Q1 		$983K Buy
21,349
+4,623
+28% +$202K ﹤0.01% 3606
2020
Q4 		$661K Sell
16,726
-2,940
-15% -$106K ﹤0.01% 3886
2020
Q3 		$604K Sell
19,666
-725
-4% -$22.7K ﹤0.01% 3702
2020
Q2 		$612K Sell
20,391
-24,052
-54% -$670K ﹤0.01% 3608
2020
Q1 		$1.12M Buy
44,443
+16,202
+57% +$538K ﹤0.01% 2946
2019
Q4 		$1.06M Sell
28,241
-1,022
-3% -$37.5K ﹤0.01% 3396
2019
Q3 		$1.04M Sell
29,263
-6,719
-19% -$234K ﹤0.01% 3319
2019
Q2 		$1.28M Buy
35,982
+361
+1% +$12.7K ﹤0.01% 3108
2019
Q1 		$1.24M Sell
35,621
-12,386
-26% -$430K ﹤0.01% 3048
2018
Q4 		$1.5M Sell
48,007
-4,279
-8% -$147K ﹤0.01% 2859
2018
Q3 		$1.97M Buy
52,286
+2,218
+4% +$83.8K ﹤0.01% 2856
2018
Q2 		$1.84M Sell
50,068
-1,802
-3% -$64.5K ﹤0.01% 2796
2018
Q1 		$1.78M Sell
51,870
-4,896
-9% -$173K ﹤0.01% 2767
2017
Q4 		$2.03M Buy
56,766
+2,306
+4% +$80.7K ﹤0.01% 2710
2017
Q3 		$1.88M Buy
54,460
+1,173
+2% +$38.6K ﹤0.01% 2716
2017
Q2 		$1.77M Buy
53,287
+7,846
+17% +$260K ﹤0.01% 2686
2017
Q1 		$1.5M Buy
45,441
+8,273
+22% +$277K ﹤0.01% 2757
2016
Q4 		$1.26M Sell
37,168
-10,182
-22% -$327K ﹤0.01% 2953
2016
Q3 		$1.46M Buy
47,350
+37,696
+390% +$1.14M ﹤0.01% 2796
2016
Q2 		$277K Sell
9,654
-1,637
-14% -$46.1K ﹤0.01% 4170
2016
Q1 		$319K Sell
11,291
-1,520
-12% -$39K ﹤0.01% 4011
2015
Q4 		$340K Buy
12,811
+2,234
+21% +$61.2K ﹤0.01% 4123
2015
Q3 		$275K Sell
10,577
-80
-0.8% -$2.23K ﹤0.01% 4049
2015
Q2 		$314K Sell
10,657
-5,597
-34% -$167K ﹤0.01% 4015
2015
Q1 		$489K Sell
16,254
-29,156
-64% -$848K ﹤0.01% 3529
2014
Q4 		$1.33M Sell
45,410
-34,536
-43% -$973K ﹤0.01% 2676
2014
Q3 		$2.16M Buy
79,946
+13,703
+21% +$383K ﹤0.01% 2242
2014
Q2 		$1.91M Sell
66,243
-1,846
-3% -$51.7K ﹤0.01% 2329
2014
Q1 		$1.94M Sell
68,089
-37,885
-36% -$1.05M ﹤0.01% 2269
2013
Q4 		$3.03M Buy
105,974
+56,082
+112% +$1.53M ﹤0.01% 1988
2013
Q3 		$1.3M Buy
+49,892
New +$1.27M ﹤0.01% 2538

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

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

Royal Bank of Canada reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 3.2% in Q1 2026, selling an estimated $161K and leaving 89,730 shares worth $4.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Royal Bank of Canada first reported a position in DGRS in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.89M in Q4 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Royal Bank of Canada held 89,730 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $4.75M as of Q1 2026.
  • Royal Bank of Canada sold 3,000 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $161K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2452 holding.
  • Royal Bank of Canada first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2013 and has held it in 51 quarters since.
  • Royal Bank of Canada's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $4.89M 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 Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.