WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
132 hedge funds and large institutions have $238M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2026 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
2% more funds holding
Funds holding: 129 → 132 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.27% less ownership
Funds ownership: 62.76% → 59.49% (-3.3%)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
31% less capital inflows, than outflows
Capital inflows: $20.1M | Capital outflows: $29.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.53M |
| 2 |
IFG Advisory
Atlanta,
Georgia
|
+$4.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.31M |
| 4 |
Morgan Stanley
New York
|
+$782K |
| 5 |
EP Wealth Advisors
Torrance,
California
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$12.5M |
| 2 |
Founders Financial Alliance
Raleigh,
North Carolina
|
-$5.12M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.81M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$1.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$717K |
DGRS Hedge Fund Activity: Q2 2026 in Review
132 of the 8,384 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) for Q2 2026, worth a combined $238M — up 5.5% from $226M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DGRS positions and 6 closed out — a net gain of 8 holders — while 39 added to existing stakes and 50 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.53M. The largest seller was Lido Advisors, exiting entirely with an estimated $12.5M sold.
- 132 institutional investors held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) as of Q2 2026, up from 129 in Q1 2026.
- Funds reported $238M of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund stock for Q2 2026, up 5.5% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund positions in Q2 2026 and 6 closed out, a net change of +8 holders.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund buyer in Q2 2026 was Osaic Holdings, an estimated $5.53M added.
- The largest WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund seller in Q2 2026 was Lido Advisors, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2026.