DGRS

Wisdomtree U.s. Smallcap Qua

+$10.2M

Net Activity

Institutions Holding

124

Popularity Rank

#4006

Avg Weight

0.14%

Total Value

$224.9M

Ownership Trend

124 institutions currently hold DGRS, with 61 net buyers and 54 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

54

Net Buying Institutions

61

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$29.6M
MS
Morgan Stanley
$27.6M
SF
Stonebridge Financial Group, LLC
$14.9M
LA
Lido Advisors, LLC
$12.5M
RJ
Raymond James Financial INC
$12.0M

Top 5 by Conviction

SW
Stonebridge Wealth Management, LLC
3.36%
CA
Columbia Advisory Partners LLC
2.66%
DB
Dickmeyer Boyce Financial Management, Inc.
1.32%
SF
Stonebridge Financial Group, LLC
1.23%
FF
Founders Financial Alliance, LLC
0.91%
View all 124 holding institutions

Quarterly Activity

Recent Activity

+$148.0M

Total Buy Value

$95.7M

Total Sell Value

New buy16
Trim40
Add45
Sold out14

61

Net Buyers

54

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE U.S. SMALLCAP QUA (DGRS)?
Major stakeholders currently include LPL Financial LLC ($29.6M), Morgan Stanley ($27.6M), Stonebridge Financial Group, LLC ($14.9M). Based on the latest 13F filings, there are a total of 124 tracked investment funds and institutions maintaining positions in DGRS.
What is the overall institutional sentiment toward DGRS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $10.2M, driven by 61 managers accumulating shares while 54 reduced their exposure.
Which institutions have been selling or reducing their DGRS positions?
In the latest period, 40 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $95.7M.
Are there any notable investors adding DGRS to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 45 existing holders added to their shares. The total reported buy value for the quarter amounted to $148.0M.

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