William Blair & Company
DGRS icon

William Blair & Company’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

William Blair & Company’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 		$62K Hold
1,170
– – ﹤0.01% 1667
2025
Q4 		$58.1K Sell
1,170
-100
-8% -$4.95K ﹤0.01% 1637
2025
Q3 		$63.5K Hold
1,270
– – ﹤0.01% 1609
2025
Q2 		$59.1K Hold
1,270
– – ﹤0.01% 1586
2025
Q1 		$59.1K Sell
1,270
-4,200
-77% -$209K ﹤0.01% 1567
2024
Q4 		$280K Hold
5,470
– – ﹤0.01% 1314
2024
Q3 		$282K Buy
5,470
+4,000
+272% +$199K ﹤0.01% 1307
2024
Q2 		$69.3K Hold
1,470
– – ﹤0.01% 1559
2024
Q1 		$73K Hold
1,470
– – ﹤0.01% 1553
2023
Q4 		$69.7K Sell
1,470
-350
-19% -$14.8K ﹤0.01% 1551
2023
Q3 		$75K Hold
1,820
– – ﹤0.01% 1541
2023
Q2 		$77.2K Hold
1,820
– – ﹤0.01% 1543
2023
Q1 		$75.7K Sell
1,820
-285
-14% -$12.3K ﹤0.01% 1533
2022
Q4 		$84.6K Sell
2,105
-100
-5% -$4.04K ﹤0.01% 1510
2022
Q3 		$79K Hold
2,205
– – ﹤0.01% 1535
2022
Q2 		$88K Sell
2,205
-2,100
-49% -$88.6K ﹤0.01% 1554
2022
Q1 		$192K Sell
4,305
-19,658
-82% -$891K ﹤0.01% 1528
2021
Q4 		$1.14M Buy
23,963
+1,552
+7% +$72.3K ﹤0.01% 909
2021
Q3 		$994K Buy
22,411
+1,001
+5% +$45.4K ﹤0.01% 924
2021
Q2 		$995K Sell
21,410
-14,073
-40% -$663K ﹤0.01% 922
2021
Q1 		$1.63M Sell
35,483
-2,599
-7% -$114K 0.01% 743
2020
Q4 		$1.51M Buy
38,082
+28,977
+318% +$1.04M 0.01% 730
2020
Q3 		$280K Buy
+9,105
New +$285K ﹤0.01% 1162

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

William Blair & Company's DGRS Position: Q1 2026 in Review

William Blair & Company held its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) position steady in Q1 2026 at 1,170 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

William Blair & Company first reported a position in DGRS in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2021. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • William Blair & Company held 1,170 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $62K as of Q1 2026.
  • William Blair & Company left its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1667 holding.
  • William Blair & Company first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q3 2020 and has held it in 23 quarters since.
  • William Blair & Company's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.63M in Q1 2021.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.