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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
LPL Financial
1
LPL Financial
California
$29.6M +$629K +11,722 +2%
Morgan Stanley
2
Morgan Stanley
New York
$27.6M +$4.01M +74,731 +17%
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$1.13M +20,984 +8%
Lido Advisors
4
Lido Advisors
California
$12.5M -$845K -15,739 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$12M -$10.3M -191,265 -46%
Bank of America
6
Bank of America
North Carolina
$9.56M -$299K -5,561 -3%
LCM
7
LVM Capital Management
Michigan
$7.63M +$355K +6,607 +5%
UAG
8
United Advisor Group
Ohio
$6.6M +$168K +3,121 +3%
UBS Group
9
UBS Group
Switzerland
$5.63M +$343K +6,388 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.56M +$194K +3,622 +4%
XF
11
XML Financial
Maryland
$5.46M +$513K +9,561 +10%
LW
12
Linscomb Wealth
Texas
$5.33M -$885K -16,484 -14%
FFA
13
Founders Financial Alliance
North Carolina
$5.04M +$128K +2,383 +3%
MWM
14
Modern Wealth Management
Kansas
$5.01M +$952K +17,725 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.75M -$161K -3,000 -3%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$4.47M +$4.53M +84,430 New
CAP
17
Columbia Advisory Partners
Washington
$4.17M -$37.1K -691 -0.9%
SWM
18
Stonebridge Wealth Management
Illinois
$3.51M -$465K -8,663 -12%
PJWM
19
Philip James Wealth Mangement
Georgia
$2.92M -$1.18M -21,942 -28%
IAA
20
Independent Advisor Alliance
North Carolina
$2.88M +$543K +10,123 +23%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2.56M -$115K -2,143 -4%
SWP
22
Stratos Wealth Partners
Ohio
$2.47M -$326K -6,067 -11%
DBFM
23
Dickmeyer Boyce Financial Management
Indiana
$2.24M +$2.27M +42,315 New
SFC
24
Strategic Financial Concepts
Texas
$1.96M +$1.98M +36,918 New
VAS
25
Vestmark Advisory Solutions
Massachusetts
$1.91M +$113K +2,108 +6%
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.