UBS Group
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UBS Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

UBS Group’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 		$5.63M Buy
106,269
+6,388
+6% +$343K ﹤0.01% 3960
2025
Q4 		$4.96M Buy
99,881
+6,235
+7% +$309K ﹤0.01% 4041
2025
Q3 		$4.68M Buy
93,646
+2,908
+3% +$144K ﹤0.01% 4109
2025
Q2 		$4.22M Sell
90,738
-237,855
-72% -$10.7M ﹤0.01% 4051
2025
Q1 		$15.3M Buy
328,593
+3,902
+1% +$194K ﹤0.01% 2609
2024
Q4 		$16.6M Buy
324,691
+4,436
+1% +$235K ﹤0.01% 2528
2024
Q3 		$16.5M Buy
320,255
+3,193
+1% +$159K ﹤0.01% 1982
2024
Q2 		$14.9M Buy
317,062
+32,426
+11% +$1.55M ﹤0.01% 1910
2024
Q1 		$14.1M Sell
284,636
-583
-0.2% -$27.4K ﹤0.01% 1974
2023
Q4 		$13.5M Buy
285,219
+8,468
+3% +$358K ﹤0.01% 1864
2023
Q3 		$11.4M Sell
276,751
-1,363
-0.5% -$58.6K ﹤0.01% 1890
2023
Q2 		$11.8M Sell
278,114
-13,090
-4% -$534K ﹤0.01% 1847
2023
Q1 		$12.1M Buy
291,204
+2,350
+0.8% +$102K ﹤0.01% 1753
2022
Q4 		$11.6M Buy
288,854
+747
+0.3% +$30.2K ﹤0.01% 1811
2022
Q3 		$10.4M Sell
288,107
-6,637
-2% -$271K ﹤0.01% 1757
2022
Q2 		$11.7M Sell
294,744
-126,217
-30% -$5.32M ﹤0.01% 1693
2022
Q1 		$18.8M Buy
420,961
+14,537
+4% +$659K 0.01% 1465
2021
Q4 		$19.3M Sell
406,424
-28,854
-7% -$1.34M 0.01% 1604
2021
Q3 		$19.3M Sell
435,278
-37,712
-8% -$1.71M 0.01% 1521
2021
Q2 		$22M Buy
472,990
+56,469
+14% +$2.66M 0.01% 1428
2021
Q1 		$19.2M Buy
416,521
+213,384
+105% +$9.33M 0.01% 1478
2020
Q4 		$8.03M Buy
203,137
+166,442
+454% +$5.98M ﹤0.01% 2020
2020
Q3 		$1.13M Buy
36,695
+5,650
+18% +$177K ﹤0.01% 3550
2020
Q2 		$932K Sell
31,045
-1,232
-4% -$34.3K ﹤0.01% 3572
2020
Q1 		$811K Buy
32,277
+5,832
+22% +$194K ﹤0.01% 3536
2019
Q4 		$997K Sell
26,445
-4,682
-15% -$172K ﹤0.01% 4217
2019
Q3 		$1.11M Sell
31,127
-4,412
-12% -$153K ﹤0.01% 3878
2019
Q2 		$1.26M Sell
35,539
-2,434
-6% -$85.5K ﹤0.01% 3553
2019
Q1 		$1.32M Sell
37,973
-75,448
-67% -$2.62M ﹤0.01% 3350
2018
Q4 		$3.53M Buy
113,421
+65,301
+136% +$2.24M ﹤0.01% 2492
2018
Q3 		$1.81M Buy
48,120
+14,147
+42% +$535K ﹤0.01% 3303
2018
Q2 		$1.25M Buy
33,973
+1,414
+4% +$50.6K ﹤0.01% 3593
2018
Q1 		$1.12M Sell
32,559
-10,516
-24% -$371K ﹤0.01% 3621
2017
Q4 		$1.54M Buy
43,075
+6,130
+17% +$214K ﹤0.01% 3419
2017
Q3 		$1.27M Sell
36,945
-7,556
-17% -$249K ﹤0.01% 3510
2017
Q2 		$1.48M Buy
44,501
+8,655
+24% +$287K ﹤0.01% 3279
2017
Q1 		$1.19M Buy
35,846
+4,610
+15% +$154K ﹤0.01% 3395
2016
Q4 		$1.06M Buy
31,236
+9,595
+44% +$308K ﹤0.01% 3496
2016
Q3 		$667K Buy
21,641
+5,149
+31% +$156K ﹤0.01% 3708
2016
Q2 		$472K Sell
16,492
-10,951
-40% -$309K ﹤0.01% 3929
2016
Q1 		$775K Sell
27,443
-7,663
-22% -$196K ﹤0.01% 3458
2015
Q4 		$931K Buy
35,106
+5,946
+20% +$163K ﹤0.01% 3463
2015
Q3 		$758K Buy
29,160
+13,063
+81% +$364K ﹤0.01% 3584
2015
Q2 		$474K Buy
16,097
+14,291
+791% +$426K ﹤0.01% 4175
2015
Q1 		$54K Sell
1,806
-15,506
-90% -$451K ﹤0.01% 5958
2014
Q4 		$507K Buy
+17,312
New +$488K ﹤0.01% 4196

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 $811M AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

UBS Group's DGRS Position: Q1 2026 in Review

UBS Group increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 6.4% in Q1 2026, buying an estimated $343K and bringing the position to 106,269 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

UBS Group first reported a position in DGRS in Q4 2014 and has held it in 46 quarters since. The position peaked at $22M in Q2 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • UBS Group held 106,269 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5.63M as of Q1 2026.
  • UBS Group bought 6,388 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $343K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3960 holding.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $22M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.