DGRS · WisdomTree U.S. SmallCap Quality Dividend Growth Fund ETF
$59.69
+0.43 (+0.73%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $385,893
Total Shares: 6,502
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+83.8 pts
Top 5
100.0%
+50.0 pts
Top 10
100.0%
+35.5 pts
HHI
10,000
Highly concentrated+9,310
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
111
Unchanged
0
Holder count:
-110
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 6,502 | $385,893 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 558,856 | $29,597,013 | |
| Mega MORGAN STANLEY | 521,238 | $27,604,763 | |
| Large Lido Advisors, LLC | 235,589 | $12,476,793 | |
| Mega RAYMOND JAMES FINANCIAL INC | 226,964 | $12,020,013 | |
| Mega BANK OF AMERICA CORP /DE/ | 180,504 | $9,559,491 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC DGRS | $385,893 | 100.00% | 6,502 | Shares | 2026-09-02 |