We are live on ! Find out more
DGRS icon

WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

126 hedge funds and large institutions have $225M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

15% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 39

5% more capital invested

Capital invested by funds: $215M → $225M (+$10.2M)

1% more funds holding

Funds holding: 125 → 126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.49% less ownership

Funds ownership: 63.06% → 62.57% (-0.49%)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
45
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$4.53M
2
Morgan Stanley
Morgan Stanley
New York
+$4.01M
3
SFC
Strategic Financial Concepts
Texas
+$1.98M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.56M
5
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
+$1.13M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$10.3M
2
IA
IFG Advisory
Georgia
-$4.32M
3
MSWA
Marshall & Sterling Wealth Advisors
New York
-$1.78M
4
CAL
Capital Advisors Ltd
Ohio
-$1.59M
5
PJWM
Philip James Wealth Mangement
Georgia
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
26
Certuity
Florida
$1.88M -$513K -9,553 -21%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.76M -$164K -3,049 -8%
PAG
28
Private Advisor Group
New Jersey
$1.56M +$7.19K +134 +0.5%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.54M +$1.56M +29,100 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.52M +$154K +2,871 +11%
LI
31
LifeWealth Investments
Florida
$1.5M +$248K +4,618 +19%
EAM
32
Everstar Asset Management
North Carolina
$1.37M +$57.3K +1,067 +4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.1M +$65.3K +1,217 +6%
Osaic Holdings
34
Osaic Holdings
Arizona
$988K +$532K +9,919 +113%
AF
35
Allworth Financial
California
$966K -$16.6K -310 -2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$874K -$195K -3,627 -18%
PWP
37
Precedent Wealth Partners
Texas
$859K +$10.8K +201 +1%
JP Morgan Chase
38
JP Morgan Chase
New York
$836K +$74.9K +1,395 +10%
UBS AM
39
UBS AM
Illinois
$789K +$800K +14,907 New
HIA
40
Harbor Investment Advisory
Maryland
$751K +$144K +2,683 +23%
Creative Planning
41
Creative Planning
Kansas
$711K -$7.68K -143 -1%
GSEP
42
Golden State Equity Partners
California
$696K +$706K +13,144 New
SA
43
Sovran Advisors
California
$668K +$14.9K +277 +2%
OC
44
Oppenheimer & Co
New York
$652K +$41.1K +765 +7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$541K +$11.8K +220 +2%
TFG
46
Team Financial Group
California
$530K -$57.5K -1,071 -10%
SF
47
Summit Financial
New Jersey
$520K +$527K +9,826 New
WF
48
WealthPoint Financial
North Carolina
$519K +$32.8K +611 +7%
IWM
49
IHT Wealth Management
Illinois
$519K -$60.3K -1,123 -10%
FNBSF
50
First National Bank Sioux Falls
South Dakota
$501K +$14.7K +273 +3%
1
2
3 4 5

DGRS Hedge Fund Activity: Q1 2026 in Review

126 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q1 2026, worth a combined $225M — up 4.7% from $215M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DGRS positions and 13 closed out — a net gain of 5 holders — while 45 added to existing stakes and 39 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $4.53M. The largest seller was Raymond James Financial, cutting an estimated $10.3M.

  • 126 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q1 2026, up from 125 in Q4 2025.
  • Funds reported $225M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q1 2026 and 13 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q1 2026 was Bank of Nova Scotia, an estimated $4.53M added.
  • The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q1 2026 was Raymond James Financial, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2026.