Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q1 2026 (March 31)127holders +1
16new positions
13sold out
$52.98avg. 13F price*
At the end of Q1 2026, 127 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, up 1 from Q4 2025. 16 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($29.6M), Morgan Stanley ($27.6M) and Stonebridge Financial Group, LLC ($14.9M).
- Company
- Wisdomtree U.S. Smallcap Qua
- CUSIP
- 97717X651
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.8M |
| Exits | 13 | $7.4M |
All 13F filers, Q4 2025 → Q1 2026: 430,638 shares bought and 544,238 shares sold, net −113,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| LPL Financial LLC | 0.01% | Add +2.1% | 558,856 | $29.6M |
| Morgan Stanley | 0.00% | Add +16.7% | 521,238 | $27.6M |
| Stonebridge Financial Group, LLC | 1.23% | Add +8.1% | 281,579 | $14.9M |
| Lido Advisors, LLC | 0.05% | Reduce -6.3% | 235,589 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -45.7% | 226,964 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 180,504 | $9.6M |
| LVM Capital Management Ltd. | 0.72% | Add +4.8% | 144,094 | $7.6M |
| United Advisor Group, LLC | 0.82% | Add +2.6% | 124,667 | $6.6M |
| UBS Group AG | 0.00% | Add +6.4% | 106,269 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 104,912 | $5.6M |
| XML Financial, LLC | 0.44% | Add +10.2% | 103,184 | $5.5M |
| Linscomb Wealth, Inc. | 0.24% | Reduce -14.1% | 100,693 | $5.3M |
| Founders Financial Alliance, LLC | 0.91% | Add +2.6% | 95,245 | $5.0M |
| Modern Wealth Management, LLC | 0.09% | Add +23.2% | 94,025 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 89,730 | $4.8M |
| Bank of Nova Scotia | 0.01% | New | 84,430 | $4.5M |
| Columbia Advisory Partners LLC | 2.66% | Reduce -0.9% | 78,681 | $4.2M |
| Stonebridge Wealth Management, LLC | 3.37% | Reduce -11.6% | 66,289 | $3.5M |
| Philip James Wealth Mangement, LLC | 0.36% | Reduce -28.4% | 55,201 | $2.9M |
| Independent Advisor Alliance | 0.03% | Add +22.9% | 54,356 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -4.3% | 48,264 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -11.5% | 46,732 | $2.5M |
| Dickmeyer Boyce Financial Management, Inc. | 1.32% | — | 42,315 | $2.2M |
| Strategic Financial Concepts, LLC | 0.48% | New | 36,918 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +6.2% | 36,014 | $1.9M |
| Certuity, LLC | 0.12% | Reduce -21.2% | 35,513 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 33,310 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 29,496 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 29,100 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.1% | 28,669 | $1.5M |
| LifeWealth Investments, LLC | 0.45% | Add +19.5% | 28,328 | $1.5M |
| Everstar Asset Management, LLC | 0.73% | Add +4.3% | 25,804 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.3% | 20,702 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +113.5% | 18,659 | $988K |
| Allworth Financial LP | 0.00% | Reduce -1.7% | 18,233 | $966K |
| Cetera Investment Advisers | 0.00% | Reduce -18.0% | 16,494 | $874K |
| Precedent Wealth Partners, LLC | 0.17% | Add +1.3% | 16,225 | $859K |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 15,993 | $836K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 14,907 | $789K |
| Harbor Investment Advisory, LLC | 0.06% | Add +23.3% | 14,185 | $751K |
| Creative Planning | 0.00% | Reduce -1.1% | 13,430 | $711K |
| Ascentis Independent Advisors | 0.05% | New | 13,144 | $696K |
| Sovran Advisors, LLC | 0.05% | Add +2.4% | 11,711 | $668K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.6% | 12,316 | $652K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 10,225 | $541K |
| Team Financial Group, LLC | 0.24% | Reduce -9.7% | 10,009 | $530K |
| Summit Financial, LLC | 0.01% | New | 9,826 | $520K |
| WealthPoint Financial, LLC | 0.43% | Add +6.7% | 9,803 | $519K |
| IHT Wealth Management, LLC | 0.01% | Reduce -10.3% | 9,792 | $519K |
| First National Bank Sioux Falls | 0.14% | Add +3.1% | 9,052 | $501K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -48.4% | 9,422 | $499K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 9,101 | $482K |
| Opes Wealth Management LLC | 0.08% | Add +8.2% | 8,868 | $470K |
| Wealthcare Capital Partners, LLC | 0.21% | Add +0.3% | 8,582 | $454K |
| Mercer Global Advisors Inc. | 0.00% | Add +101.7% | 8,330 | $441K |
| Arkadios Wealth Advisors | 0.01% | Add +17.7% | 8,233 | $436K |
| Marshall & Sterling Wealth Advisors Inc. | 0.28% | Reduce -80.2% | 8,195 | $434K |
| Capital Management Corp. | 0.07% | Reduce -10.0% | 8,100 | $429K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.6% | 8,020 | $425K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,380 | $391K |
| Redmond Asset Management, LLC | 0.11% | Add +0.6% | 7,305 | $387K |
| Gateway Wealth Partners, LLC | 0.01% | New | 7,253 | $384K |
| Signet Financial Management, LLC | 0.04% | Reduce -8.4% | 7,152 | $379K |
| Jones Financial Companies LLLP | 0.00% | Add +8.8% | 7,020 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.6% | 6,770 | $360K |
| TopTier Wealth Management, LLC | 0.22% | Add +0.4% | 6,779 | $359K |
| Asset Dedication, LLC | 0.02% | No change | 6,424 | $340K |
| RMR Wealth Builders | 0.03% | Reduce -8.2% | 6,332 | $335K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 6,278 | $332K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.6% | 6,199 | $328K |
| Quartz Partners, LLC | 0.12% | Add +23.1% | 6,102 | $323K |
| Joseph Group Capital Management | 0.08% | Reduce -8.1% | 6,082 | $322K |
| Park Avenue Securities LLC | 0.00% | Add +16.0% | 6,034 | $320K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Add +2.5% | 5,752 | $305K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,727 | $303K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 5,438 | $288K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,372 | $284K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -43.7% | 5,174 | $274K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.6% | 4,701 | $265K |
| Atria Investments, Inc | 0.00% | Reduce -5.7% | 4,918 | $260K |
| IMC-Chicago, LLC | 0.00% | New | 4,579 | $242K |
| Huntington National Bank | 0.00% | New | 4,556 | $241K |
| Empirical Asset Management, LLC | 0.06% | Reduce -10.6% | 4,379 | $232K |
| Bison Wealth, LLC | 0.02% | Reduce -6.1% | 3,919 | $216K |
| Redwood Family Wealth LLC | 0.20% | New | 3,936 | $208K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -11.0% | 3,852 | $204K |
| Savant Capital, LLC | 0.00% | New | 3,832 | $203K |
| Bessemer Group Inc. | 0.00% | Reduce -43.8% | 3,527 | $187K |
| REAP Financial Group, LLC | 0.04% | Reduce -14.4% | 3,351 | $177K |
| Bank of Montreal | 0.00% | No change | 3,300 | $175K |
| AE Wealth Management LLC | 0.00% | Add +232.3% | 3,233 | $171K |
| Centaurus Financial, Inc. | 0.01% | Reduce -8.4% | 3,096 | $164K |
| Sunbelt Securities, Inc. | 0.01% | No change | 3,020 | $160K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -91.9% | 2,600 | $138K |
| National Bank of Canada | 0.00% | No change | 2,600 | $138K |
| FMR LLC | 0.00% | Reduce -0.1% | 2,128 | $113K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.4% | 2,030 | $108K |
| Creative Financial Designs Inc. | 0.01% | Add +16.2% | 1,848 | $98K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 1,411 | $75K |
| Root Financial Partners, LLC | 0.00% | No change | 1,260 | $67K |
"% of holder's portfolio" is DGRS's weight in each manager's 13F, not the share of Wisdomtree U.S. Smallcap Qua the manager owns.