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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
CFP
76
Cascade Financial Partners
California
$284K – – –
VWM
77
Venturi Wealth Management
Texas
$274K -$215K -4,010 -44%
CPIG
78
Chicago Partners Investment Group
Illinois
$265K -$1.45K -27 -0.6%
AI
79
Atria Investments
North Carolina
$260K -$16K -298 -6%
IMC Chicago
80
IMC Chicago
Illinois
$242K +$246K +4,579 New
HNB
81
Huntington National Bank
Ohio
$241K +$245K +4,556 New
EAM
82
Empirical Asset Management
Massachusetts
$232K -$27.8K -518 -11%
AA
83
Armis Advisers
Georgia
$216K -$13.7K -256 -6%
RFW
84
Redwood Family Wealth
Texas
$208K +$211K +3,936 New
BFA
85
Beacon Financial Advisory
Ohio
$204K -$25.4K -474 -11%
SC
86
Savant Capital
Illinois
$203K +$206K +3,832 New
Bessemer Group
87
Bessemer Group
New Jersey
$187K -$148K -2,749 -44%
RFG
88
REAP Financial Group
Texas
$177K -$30.2K -562 -14%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$175K – – –
AWM
90
AE Wealth Management
Kansas
$171K +$121K +2,260 +232%
CF
91
Centaurus Financial
California
$164K -$15.3K -285 -8%
SS
92
Sunbelt Securities
Texas
$160K – – –
CAL
93
Capital Advisors Ltd
Ohio
$138K -$1.59M -29,561 -92%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$138K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$113K -$161 -3 -0.1%
SS
96
SBI Securities
Japan
$108K -$1.56K -29 -1%
CFD
97
Creative Financial Designs
Indiana
$97.9K +$13.8K +258 +16%
GSWM
98
Golden State Wealth Management
California
$74.8K +$161 +3 +0.2%
RFP
99
Root Financial Partners
California
$66.7K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$63K – – –
2 3
4
5 6

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.