Vestmark Advisory Solutions’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Vestmark Advisory Solutions’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	$1.91M	Buy	36,014 +2,108	+6%	+$113K	0.02%	647
2025 Q4	$1.68M	Buy	33,906 +2,243	+7%	+$111K	0.02%	630
2025 Q3	$1.58M	Sell	31,663 -9,293	-23%	-$459K	0.03%	453
2025 Q2	$1.91M	Buy	40,956 +24,759	+153%	+$1.11M	0.03%	385
2025 Q1	$753K	Buy	+16,197	New	+$806K	0.02%	451

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

Vestmark Advisory Solutions's DGRS Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 6.2% in Q1 2026, buying an estimated $113K and bringing the position to 36,014 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #647.

Vestmark Advisory Solutions first reported a position in DGRS in Q1 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

Vestmark Advisory Solutions held 36,014 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $1.91M as of Q1 2026.
Vestmark Advisory Solutions bought 2,108 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $113K.
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up 0.02% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #647 holding.
Vestmark Advisory Solutions first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2025 and has held it in 5 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 Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.