WISDOMTREE U.S. SMALLCAP QUA (DGRS) Institutional Ownership Changes & 13F Activity

WISDOMTREE U.S. SMALLCAP QUA (DGRS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Raymond James Financial Inc, Ifg Advisory, Llc, Bank Of Nova Scotia, and Jpmorgan Chase & Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+6,5026,502$385.92KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-965-11.6%7,365$437.15KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Buy+49+1.6%3,145$187.00KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+97,959+525.0%116,618$6.92MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-85,250-37.6%141,714$8.41MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+75,78175,781$4.50MQ2 2026Aug 14, 2026
Bank Of America CorpSell-12,716-7.0%167,788$9.96MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-10,600-36.4%18,500$1.10MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-5,811-6.5%83,919$4.98MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+4,3814,381$260.00KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+3,402+3.6%97,427$5.78MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-1,977-20.2%7,815$463.84KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+470+6.7%7,490$446.69KQ2 2026Aug 14, 2026
Redmond Asset Management, LlcBuy+460+6.3%7,765$460.86KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+251+234.6%358$21.23KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+2+0.7%301$17.84KQ2 2026Aug 14, 2026
Morgan StanleyBuy+13,866+2.7%535,104$31.76MQ2 2026Aug 13, 2026
Ubs Group AgSell-6,551-6.2%99,718$5.92MQ2 2026Aug 13, 2026
Fmr LlcBuy+5,000+235.0%7,128$423.06KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-252-4.1%5,947$352.96KQ2 2026Aug 13, 2026
Huntington National BankSell-61-1.3%4,495$266.79KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-10-0.0%33,300$1.98MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+5+0.1%6,283$372.96KQ2 2026Aug 13, 2026
Bank Of Nova ScotiaSell-21,150-25.1%63,280$3.76MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+16,27216,272$960.98KQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+8,7438,743$518.93KQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-5,978-11.0%48,378$2.87MQ2 2026Aug 12, 2026
Summit Financial, LlcSell-239-2.4%9,587$569.03KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+183183$10.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-167-1.0%16,327$969.08KQ2 2026Aug 12, 2026
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Frequently asked questions about DGRS activity

  • Which institutional owners are buying DGRS?

    Institutional owners buying DGRS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DGRS activity?

    "Buy" means an investor increased their reported position in DGRS compared to the prior reporting period. This reflects growing exposure to WISDOMTREE U.S. SMALLCAP QUA (DGRS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DGRS increasing?

    Institutional interest in DGRS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.