Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q2 2026 (June 30)130holders +3
10new positions
5sold out
1famous investor
$59.34avg. 13F price*
At the end of Q2 2026, 130 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, up 3 from Q1 2026. 10 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($36.7M), Morgan Stanley ($31.8M) and Stonebridge Financial Group, LLC ($17.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Smallcap Qua
- CUSIP
- 97717X651
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.6M |
| Exits | 5 | $13.3M |
All 13F filers, Q1 2026 → Q2 2026: 343,983 shares bought and 533,857 shares sold, net −189,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| LPL Financial LLC | 0.01% | Add +10.5% | 617,509 | $36.7M |
| Morgan Stanley | 0.00% | Add +2.7% | 535,104 | $31.8M |
| Stonebridge Financial Group, LLC | 1.30% | Add +2.9% | 289,800 | $17.2M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 167,788 | $10.0M |
| LVM Capital Management Ltd. | 0.74% | Add +3.0% | 148,480 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -37.6% | 141,714 | $8.4M |
| United Advisor Group, LLC | 0.80% | Add +2.4% | 127,703 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +525.0% | 116,618 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 101,805 | $6.0M |
| UBS Group AG | 0.00% | Reduce -6.2% | 99,718 | $5.9M |
| Modern Wealth Management, LLC | 0.07% | Add +3.6% | 97,427 | $5.8M |
| XML Financial, LLC | 0.42% | Reduce -5.9% | 97,128 | $5.8M |
| Linscomb Wealth, Inc. | 0.25% | Reduce -4.5% | 96,203 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.5% | 83,919 | $5.0M |
| Columbia Advisory Partners LLC | 2.60% | Add +1.0% | 79,482 | $4.7M |
| IFG Advisory, LLC | 0.16% | New | 75,781 | $4.5M |
| Bank of Nova Scotia | 0.01% | Reduce -25.1% | 63,280 | $3.8M |
| Stonebridge Wealth Management, LLC | 3.25% | Reduce -7.8% | 61,142 | $3.6M |
| Philip James Wealth Mangement, LLC | 0.36% | Reduce -4.4% | 52,788 | $3.1M |
| Independent Advisor Alliance | 0.07% | Reduce -11.0% | 48,378 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.0% | 44,868 | $2.7M |
| Dickmeyer Boyce Financial Management, Inc. | 1.33% | Add +2.1% | 43,205 | $2.6M |
| Strategic Financial Concepts, LLC | 0.71% | Add +8.8% | 40,184 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | No change | 36,014 | $2.1M |
| Certuity, LLC | 0.10% | Reduce -0.0% | 35,508 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 33,300 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +9.4% | 32,257 | $1.9M |
| LifeWealth Investments, LLC | 0.51% | Add +12.4% | 31,831 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 30,504 | $1.8M |
| Everstar Asset Management, LLC | 0.86% | Add +16.3% | 30,019 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.8% | 26,861 | $1.6M |
| Harbor Investment Advisory, LLC | 0.08% | Add +43.1% | 20,300 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -36.4% | 18,500 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 17,940 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 16,327 | $969K |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 16,272 | $961K |
| Precedent Wealth Partners, LLC | 0.15% | Reduce -3.4% | 15,681 | $931K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 14,907 | $885K |
| Creative Planning | 0.00% | Add +0.1% | 13,442 | $798K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.9% | 12,677 | $752K |
| Sovran Advisors, LLC | 0.05% | Reduce -3.9% | 11,258 | $681K |
| Team Financial Group, LLC | 0.25% | Add +0.3% | 10,044 | $596K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 9,979 | $592K |
| WealthPoint Financial, LLC | 0.43% | Add +1.7% | 9,970 | $592K |
| Summit Financial, LLC | 0.01% | Reduce -2.4% | 9,587 | $569K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -2.6% | 9,179 | $545K |
| Arkadios Wealth Advisors | 0.01% | Add +8.3% | 8,920 | $529K |
| Wealthcare Capital Partners, LLC | 0.22% | Add +3.9% | 8,919 | $529K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.6% | 8,865 | $526K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,743 | $519K |
| First National Bank Sioux Falls | 0.14% | No change | 9,052 | $501K |
| Capital Management Corp. | 0.07% | No change | 8,100 | $481K |
| Compass Financial Management LLC | 0.06% | — | 8,076 | $479K |
| IHT Wealth Management, LLC | 0.01% | Reduce -20.2% | 7,815 | $464K |
| Redmond Asset Management, LLC | 0.12% | Add +6.3% | 7,765 | $461K |
| Savant Capital, LLC | 0.00% | Add +108.1% | 7,976 | $449K |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 7,490 | $447K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,380 | $438K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.6% | 7,365 | $437K |
| FMR LLC | 0.00% | Add +235.0% | 7,128 | $423K |
| TopTier Wealth Management, LLC | 0.24% | Add +0.0% | 6,780 | $402K |
| Park Avenue Securities LLC | 0.00% | Add +7.7% | 6,496 | $386K |
| Citadel Advisors | 0.00% | New | 6,502 | $386K |
| Quartz Partners, LLC | 0.13% | Add +6.3% | 6,486 | $385K |
| Asset Dedication, LLC | 0.02% | No change | 6,424 | $381K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 6,283 | $373K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.9% | 6,302 | $371K |
| RMR Wealth Builders | 0.02% | Reduce -2.6% | 6,167 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.1% | 5,947 | $353K |
| Joseph Group Capital Management | 0.07% | Reduce -2.6% | 5,923 | $352K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,727 | $340K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -3.0% | 5,579 | $331K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -32.3% | 5,432 | $322K |
| Marshall & Sterling Wealth Advisors Inc. | 0.19% | Reduce -34.0% | 5,407 | $321K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,372 | $319K |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 5,317 | $316K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.5% | 5,148 | $306K |
| IMC-Chicago, LLC | 0.00% | Add +12.4% | 5,146 | $305K |
| Atria Investments, Inc | 0.00% | Reduce -4.6% | 4,692 | $278K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -95.2% | 4,550 | $270K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.5% | 4,535 | $270K |
| Huntington National Bank | 0.00% | Reduce -1.3% | 4,495 | $267K |
| Flow Traders U.S. LLC | 0.01% | New | 4,381 | $260K |
| Empirical Asset Management, LLC | 0.06% | Reduce -5.4% | 4,141 | $246K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,905 | $232K |
| Redwood Family Wealth LLC | 0.20% | Reduce -4.3% | 3,766 | $224K |
| Beacon Financial Advisory LLC | 0.04% | Reduce -4.4% | 3,681 | $218K |
| Truist Financial Corp. | 0.00% | New | 3,674 | $218K |
| Optima Capital LLC | 0.08% | New | 3,619 | $215K |
| Bessemer Group Inc. | 0.00% | No change | 3,527 | $209K |
| Bison Wealth, LLC | 0.02% | Reduce -11.4% | 3,473 | $205K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -53.0% | 3,411 | $202K |
| Seek First Inc. | 0.13% | New | 3,381 | $201K |
| Bank of Montreal | 0.00% | No change | 3,300 | $196K |
| Centaurus Financial, Inc. | 0.01% | Add +1.6% | 3,145 | $187K |
| National Bank of Canada | 0.00% | No change | 2,600 | $154K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,600 | $154K |
| REAP Financial Group, LLC | 0.02% | Reduce -30.1% | 2,344 | $139K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 1,980 | $118K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.3% | 1,824 | $108K |
| Global Retirement Partners, LLC | 0.00% | — | 1,713 | $102K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -11.8% | 1,244 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,189 | $71K |
| Blair William & Co. | 0.00% | No change | 1,170 | $69K |
| Ancora Advisors LLC | 0.00% | No change | 1,091 | $65K |
| Lanark Financial, Inc. | 0.00% | Add +3.4% | 1,084 | $64K |
| Assetmark, Inc. | 0.00% | No change | 1,002 | $59K |
| Vanguard Advisers Inc. | 0.00% | No change | 628 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 616 | $37K |
| Institute for Wealth Management, LLC. | 0.00% | New | 568 | $34K |
| Private Trust Co. NA | 0.00% | Add +106.1% | 476 | $28K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 469 | $28K |
| Wells Fargo & Company | 0.00% | Add +234.6% | 358 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 354 | $21K |
| AE Wealth Management LLC | 0.00% | Reduce -90.6% | 304 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.7% | 301 | $18K |
| IFP Advisors, Inc | 0.00% | New | 285 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -3.6% | 239 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 211 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 192 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +150.7% | 183 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 148 | $9K |
| Evolution Wealth Management Inc. | 0.00% | No change | 122 | $7K |
| Covestor Ltd | 0.00% | Add +13.6% | 100 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $4K |
| Main Street Group, LTD | 0.00% | No change | 51 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 20 | $1K |
| SHP Wealth Management | 0.00% | No change | 14 | $831 |
| Financial Gravity Companies, Inc. | 0.00% | — | 7 | $415 |
"% 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.