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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
PGAM
51
Princeton Global Asset Management
New Jersey
$499K -$474K -8,835 -48%
AWE
52
Avidian Wealth Enterprises
Texas
$482K +$489K +9,101 New
OWM
53
Opes Wealth Management
California
$470K +$36.2K +675 +8%
WCP
54
Wealthcare Capital Partners
Pennsylvania
$454K +$1.61K +30 +0.4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$441K +$226K +4,201 +102%
AWA
56
Arkadios Wealth Advisors
Georgia
$436K +$66.4K +1,237 +18%
MSWA
57
Marshall & Sterling Wealth Advisors
New York
$434K -$1.78M -33,185 -80%
CM
58
Capital Management
Virginia
$429K -$48.3K -900 -10%
KAS
59
Kestra Advisory Services
Texas
$425K +$76.4K +1,423 +22%
SPIA
60
Steward Partners Investment Advisory
New York
$391K – – –
RAM
61
Redmond Asset Management
Virginia
$387K +$2.47K +46 +0.6%
GWP
62
Gateway Wealth Partners
Wisconsin
$384K +$389K +7,253 New
SFM
63
Signet Financial Management
New Jersey
$379K -$35.4K -660 -8%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$368K +$30.6K +570 +9%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$360K -$388K -7,231 -52%
TWM
66
TopTier Wealth Management
Wisconsin
$359K +$1.29K +24 +0.4%
ADL
67
Asset Dedication LLC
California
$340K – – –
RWB
68
RMR Wealth Builders
New Jersey
$335K -$30.4K -567 -8%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$332K +$161 +3 +0%
SA
70
Sanctuary Advisors
Indiana
$328K +$8.43K +157 +3%
QP
71
Quartz Partners
New York
$323K +$61.5K +1,146 +23%
JGCM
72
Joseph Group Capital Management
Ohio
$322K -$28.9K -538 -8%
PAS
73
Park Avenue Securities
New York
$320K +$44.7K +832 +16%
FHA
74
Flagship Harbor Advisors
Massachusetts
$303K – – –
Stifel Financial
75
Stifel Financial
Missouri
$288K -$429 -8 -0.1%
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.