Stifel Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Stifel Financial’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	$288K	Sell	5,438 -8	-0.1%	-$429	﹤0.01%	3212
2025 Q4	$270K	Buy	5,446 +235	+5%	+$11.6K	﹤0.01%	3221
2025 Q3	$260K	Buy	5,211 +461	+10%	+$22.8K	﹤0.01%	3197
2025 Q2	$221K	Buy	4,750 +17	+0.4%	+$764	﹤0.01%	3215
2025 Q1	$220K	Buy	4,733 +38	+0.8%	+$1.89K	﹤0.01%	3141
2024 Q4	$241K	Buy	4,695 +346	+8%	+$18.3K	﹤0.01%	3071
2024 Q3	$224K	Sell	4,349 -16	-0.4%	-$795	﹤0.01%	3102
2024 Q2	$206K	Buy	4,365 +335	+8%	+$16K	﹤0.01%	3101
2024 Q1	$200K	Sell	4,030 -504	-11%	-$23.7K	﹤0.01%	3098
2023 Q4	$215K	Buy	+4,534	New	+$192K	﹤0.01%	3031
2023 Q2	–	Sell	-5,955	Closed	-$248K	–	3338
2023 Q1	$248K	Buy	+5,955	New	+$257K	﹤0.01%	2927

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 $811M AUM 18.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial's DGRS Position: Q1 2026 in Review

Stifel Financial reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 0.15% in Q1 2026, selling an estimated $429 and leaving 5,438 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Stifel Financial first reported a position in DGRS in Q1 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Stifel Financial held 5,438 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $288K as of Q1 2026.
Stifel Financial sold 8 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $429.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3212 holding.
Stifel Financial first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2023 and has held it in 11 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 Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.