§ EQUITY
USDDGRS
WISDOMTREE U.S. SMALLCAP QUA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
54 increased/new, 49 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 559K | 0.0% | +2% |
| Morgan Stanley | 521K | 0.0% | −42% |
| Stonebridge Financial Group, LLC | 282K | 1.2% | +8% |
| Lido Advisors, LLC | 236K | 0.0% | −6% |
| RAYMOND JAMES FINANCIAL INC | 227K | 0.0% | −46% |
| Bank of America Corp | 181K | 0.0% | −3% |
◇ AC INTELLIGENCE
Top institutional owners for DGRS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.5% · 107 holders
DEALER / BANK24.1% · 14 holders
INCOME / DEFENSIVE0.2% · 1 holder
SYSTEMATIC / QUANT0.1% · 1 holder
QUALITY / COMPOUNDER0.1% · 2 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DGRS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DGRS yet.