WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DGRS • NASDAQ
WisdomTree U.S. SmallCap Quality Dividend Growth Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 122 institutional investors hold shares in this ETF, with total holdings valued at $230.6M. LPL Financial LLC is the largest holder with a position valued at $27.6M.
Overview
Overview of institutional ownership in DGRS as of Q3 2025
All Institutions
- Institutions
- 122
- Value Held
- $230.6M
- Shares Held
- 4.6M
- Avg Position
- $1.9M
- Median Position
- $437.3K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $5.4M
- Shares Held
- 107.8K
- Avg Position
- $1.3M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in DGRS as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $27.6M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $21.1M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $20.8M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $18.9M 0.00% of portfolio |
S Stonebridge Financial Group, LLC RIA/Wealth | $12.6M 1.11% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $12.6M 0.05% of portfolio |
 LVM CAPITAL MANAGEMENT LTD/MI RIA/Wealth | $6.9M 0.68% of portfolio |
 Linscomb & Williams, Inc. RIA/Wealth | $5.9M 0.25% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $5.5M 0.01% of portfolio |
 United Advisor Group, LLC RIA/Wealth | $5.2M 0.71% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DGRS in Q3 2025
- Net Flow
- −$7.9M
- Buyers
- 38
- Sellers
- 57
- Total Bought
- +$7.3M
- Total Sold
- −$15.2M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Modern Wealth Management, LLC RIA/Wealth | +$1.8M +35.3K shares |
United Advisor Group, LLC RIA/Wealth | +$707.7K +14.2K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | +$703.0K +14.1K shares |
V Virtu Financial LLC Institution | +$586.0K +11.7K shares |
P Philip James Wealth Mangement, LLC Institution | +$527.6K +10.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$428.2K +8.6K shares |
 Cetera Investment Advisers RIA/Wealth | +$411.8K +8.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$347.1K +6.9K shares |
R Rockefeller Capital Management L.P. Long Only Manager | +$321.0K +6.4K shares |
 IFG Advisory, LLC RIA/Wealth | +$258.3K +5.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$3.8M −76.5K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | −$2.2M −44.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$971.1K −19.4K shares |
 Advisor Resource Council RIA/Wealth | −$839.1K −18.0K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$744.7K −14.9K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$663.6K −13.3K shares |
 Empirical Asset Management, LLC RIA/Wealth | −$568.3K −11.4K shares |
BANK OF AMERICA CORP /DE/ Institution | −$554.3K −11.1K shares |
 Armis Advisers, LLC RIA/Wealth | −$533.3K −11.5K shares |
Lido Advisors, LLC RIA/Wealth | −$530.6K −10.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DGRS in Q3 2025
- New Positions
- 7
- New Value
- $1.6M
- Exited Positions
- 8
- Exited Value
- $1.7M
New Positions
| Institution | Position Value |
|---|---|
 Summit Financial, LLC RIA/Wealth | $742.2K 14.9K shares |
B BESSEMER GROUP INC Institution | $313.7K 6.3K shares |
A ATRIA INVESTMENTS LLC Institution | $257.6K 5.2K shares |
 BB&T CORP Institution | $210.3K 4.2K shares |
R Root Financial Partners, LLC RIA/Wealth | $63.0K 1.3K shares |
C COMERICA BANK Institution | $9.9K 199.0 shares |
$7.4K 148.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Advisor Resource Council RIA/Wealth | $839.1K 18.0K shares |
Armis Advisers, LLC RIA/Wealth | $533.3K 11.5K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | $225.3K 4.8K shares |
S S.A. Mason LLC RIA/Wealth | $46.1K 990.0 shares |
 Federation des caisses Desjardins du Quebec Fund of Funds | $14.0K 300.0 shares |
B Beacon Capital Management, LLC RIA/Wealth | $9.5K 203.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $8.9K 192.0 shares |
 Transce3nd, LLC RIA/Wealth | $6.7K 143.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DGRS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DGRS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Stonebridge Wealth Management, LLC RIA/Wealth | 3.48% $4.1M |
C COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth | 2.71% $3.9M |
M MAS Advisors LLC Insurance Manager | 1.62% $1.0M |
 Everstar Asset Management, LLC Hedge Fund•Multi-Strategy | 1.33% $2.4M |
S Stonebridge Financial Group, LLC RIA/Wealth | 1.11% $12.6M |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 0.95% $1.5M |
 Founders Financial Alliance, LLC RIA/Wealth | 0.87% $4.6M |
United Advisor Group, LLC RIA/Wealth | 0.71% $5.2M |
LVM CAPITAL MANAGEMENT LTD/MI RIA/Wealth | 0.68% $6.9M |
P Philip James Wealth Mangement, LLC Institution | 0.45% $3.8M |
Hedge Fund Spotlight
Discover hedge funds investing in DGRS
Everstar Asset Management, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerLee Christopher Larson
- Portfolio Value
- $176.3M
- Positions
- 189
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. SmallCap Quality Dividend Growth Fund
- Market Value
- $2.4M
- Shares Held
- 47.1K
- Portfolio Weight
- 1.33%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $9.9M | 5.59% | |
ETF ETF | $8.7M | 4.96% | |
ETF ETF | $7.9M | 4.49% |
