Wells Fargo
DGRS icon

Wells Fargo’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Wells Fargo’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 		$5.66K Sell
107
-13,207
-99% -$709K ﹤0.01% 6085
2025
Q4 		$661K Buy
13,314
+9,090
+215% +$450K ﹤0.01% 4270
2025
Q3 		$211K Buy
4,224
+4,040
+2,196% +$200K ﹤0.01% 4906
2025
Q2 		$8.56K Hold
184
– – ﹤0.01% 5989
2025
Q1 		$8.54K Buy
184
+183
+18,300% +$9.11K ﹤0.01% 5924
2024
Q4 		$61 Sell
1
-1
-50% -$53 ﹤0.01% 6472
2024
Q3 		$82 Buy
2
+1
+100% +$50 ﹤0.01% 6302
2024
Q2 		$67 Sell
1
-1,326
-100% -$63.4K ﹤0.01% 6280
2024
Q1 		$65.9K Sell
1,327
-1,028
-44% -$48.3K ﹤0.01% 5144
2023
Q4 		$112K Buy
2,355
+1,833
+351% +$77.6K ﹤0.01% 4832
2023
Q3 		$21.5K Sell
522
-240
-31% -$10.3K ﹤0.01% 5568
2023
Q2 		$32.3K Buy
762
+532
+231% +$21.7K ﹤0.01% 5595
2023
Q1 		$9.59K Sell
230
-1
-0.4% -$43 ﹤0.01% 5876
2022
Q4 		$9.29K Buy
231
+1
+0.4% +$40 ﹤0.01% 5581
2022
Q3 		$8K Hold
230
– – ﹤0.01% 5754
2022
Q2 		$9K Sell
230
-494
-68% -$20.8K ﹤0.01% 5786
2022
Q1 		$32K Hold
724
– – ﹤0.01% 5841
2021
Q4 		$34K Hold
724
– – ﹤0.01% 6140
2021
Q3 		$32K Hold
724
– – ﹤0.01% 5796
2021
Q2 		$34K Sell
724
-1,715
-70% -$80.8K ﹤0.01% 5709
2021
Q1 		$112K Buy
2,439
+1,294
+113% +$56.6K ﹤0.01% 5430
2020
Q4 		$45K Buy
1,145
+915
+398% +$32.9K ﹤0.01% 5614
2020
Q3 		$7K Sell
230
-400
-63% -$12.5K ﹤0.01% 5953
2020
Q2 		$19K Sell
630
-1,469
-70% -$40.9K ﹤0.01% 5708
2020
Q1 		$53K Buy
2,099
+600
+40% +$19.9K ﹤0.01% 5315
2019
Q4 		$57K Buy
1,499
+1,269
+552% +$46.5K ﹤0.01% 5471
2019
Q3 		$8K Sell
230
-151
-40% -$5.25K ﹤0.01% 5976
2019
Q2 		$14K Buy
+381
New +$13.4K ﹤0.01% 5842
2019
Q1 		– Sell
-400
Closed -$12K – 6110
2018
Q4 		$12K Buy
+400
New +$13.7K ﹤0.01% 5889

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo's DGRS Position: Q1 2026 in Review

Wells Fargo reduced its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 99% in Q1 2026, selling an estimated $709K and leaving 107 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #6085.

Wells Fargo first reported a position in DGRS in Q4 2018 and has held it in 29 quarters since. The position peaked at $661K in Q4 2025. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • Wells Fargo held 107 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $5.66K as of Q1 2026.
  • Wells Fargo sold 13,207 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $709K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6085 holding.
  • Wells Fargo first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q4 2018 and has held it in 29 quarters since.
  • Wells Fargo's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $661K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.