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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

130 managers (131 13F filers) reported a position in DGRS shares at 2026-06-30, 4,005,972 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
130
13F filers
131
New
11
Added
39
Reduced
49
Sold out
5
Shares held by filers
4,005,972

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC617,509$36.7M0.01%+58,65313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY535,104$31.8M<0.01%+13,86613F-HRTimelineGroup
Stonebridge Financial Group, LLC289,800$17.2M1.3%+8,22113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,788$9.96M<0.01%-12,71613F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI148,480$8.81M0.74%+4,38613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,714$8.41M<0.01%-85,25013F-HRTimelineGroup
United Advisor Group, LLC127,703$7.58M0.8%+3,03613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,618$6.92M0.01%+97,95913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding114,625$6.8M-6,551Timeline
COMMONWEALTH EQUITY SERVICES, LLC101,805$6.04M0.01%-3,10713F-HRTimeline
Modern Wealth Management, LLC97,427$5.78M0.07%+3,40213F-HRTimeline
XML Financial, LLC97,128$5.76M0.42%-6,05613F-HRTimeline
Linscomb Wealth, Inc.96,203$5.71M0.25%-4,49013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,919$4.98M<0.01%-5,81113F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC79,482$4.72M2.6%+80113F-HRTimeline
IFG Advisory, LLC75,781$4.5M0.16%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA63,280$3.76M0.01%-21,15013F-HRTimelineGroup
Stonebridge Wealth Management, LLC61,142$3.63M3.25%-5,14713F-HRTimeline
Philip James Wealth Mangement, LLC52,788$3.13M0.35%-2,41313F-HRTimeline
Independent Advisor Alliance48,378$2.87M0.07%-5,97813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,868$2.66M0.03%-1,86413F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…43,205$2.56M1.33%+89013F-HRTimeline
Strategic Financial Concepts, LLC40,184$2.39M0.71%+3,26613F-HRTimeline
Vestmark Advisory Solutions, Inc.36,014$2.14M0.02%013F-HRTimeline
CERTUITY, LLC35,508$2.11M0.1%-513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,300$1.98M<0.01%-1013F-HRTimeline
Private Advisor Group, LLC32,257$1.91M0.01%+2,76113F-HRTimeline
LifeWealth Investments, LLC31,831$1.89M0.5%+3,50313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,504$1.81M<0.01%+1,83513F-HRTimelineGroup
Everstar Asset Management, LLC30,019$1.78M0.86%+4,21513F-HRTimeline
Cambridge Investment Research Advisors,…26,861$1.59M<0.01%+6,15913F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC20,300$1.2M0.08%+6,11513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,500$1.1M<0.01%-10,60013F-HRTimelineGroup
Allworth Financial LP17,940$1.06M<0.01%-29313F-HRTimeline
Cetera Investment Advisers16,327$969K<0.01%-16713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,272$961K<0.01%+27913F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC15,681$931K0.15%-54413F-HRTimeline
Creative Planningin group Creative Planning13,442$798K<0.01%+1213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,677$752K0.01%+36113F-HRTimelineGroup
Sovran Advisors, LLC11,258$681K0.05%-45313F-HRTimeline
Team Financial Group, LLC10,044$596K0.25%+3513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,979$592K<0.01%-24613F-HRTimelineGroup
WealthPoint Financial, LLC9,970$592K0.43%+16713F-HRTimeline
Summit Financial, LLC9,587$569K0.01%-23913F-HRTimeline
Princeton Global Asset Management LLC9,179$545K0.08%-24313F-HRTimeline
Arkadios Wealth Advisors8,920$529K0.01%+68713F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,919$529K0.22%+33713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC8,865$526K0.01%-23613F-HRTimeline
EP Wealth Advisors, LLC8,743$519K<0.01%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS9,052$501K0.14%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA8,100$481K0.07%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC8,076$479K0.06%13F-HRTimeline
IHT Wealth Management, LLC7,815$464K0.01%-1,97713F-HRTimeline
Redmond Asset Management, LLC7,765$461K0.12%+46013F-HRTimeline
Savant Capital, LLC7,976$449K<0.01%+4,14413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,490$447K<0.01%+47013F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,380$438K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,365$437K<0.01%-96513F-HR/ATimeline
FMR LLCin group FMR LLC7,128$423K<0.01%+5,00013F-HRTimelineGroup
TopTier Wealth Management, LLC6,780$402K0.24%+113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,496$386K<0.01%+46213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,502$386K<0.01%new13F-HRTimelineGroup
Quartz Partners, LLC6,486$385K0.13%+38413F-HRTimeline
Asset Dedication, LLC6,424$381K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,283$373K<0.01%+513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,302$371K<0.01%-46813F-HRTimeline
RMR Wealth Builders6,167$366K0.02%-16513F-HRTimeline
Sanctuary Advisors, LLC5,947$353K<0.01%-25213F-HRTimeline
Joseph Group Capital Management5,923$352K0.07%-15913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$340K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,579$331K0.09%-17313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,432$322K<0.01%-2,58813F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.5,407$321K0.19%-2,78813F-HRTimeline
Cascade Financial Partners, LLC5,372$319K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,317$316K<0.01%-12113F-HRTimelineGroup
Venturi Wealth Management, LLC5,148$306K0.01%-2613F-HRTimeline
IMC-Chicago, LLC5,146$305K<0.01%+56713F-HRTimeline
Atria Investments, Inc4,692$278K<0.01%-22613F-HRTimeline
Founders Financial Alliance, LLC4,550$270K0.04%-90,69513F-HRTimeline
Chicago Partners Investment Group LLC4,535$270K0.01%-16613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,495$267K<0.01%-6113F-HRTimelineGroup
FLOW TRADERS U.S. LLC4,381$260K0.01%new13F-HRTimeline
Empirical Asset Management, LLC4,141$246K0.06%-23813F-HRTimeline
Farther Finance Advisors, LLC3,905$232K<0.01%new13F-HRTimeline
Redwood Family Wealth LLC3,766$224K0.2%-17013F-HRTimeline
Beacon Financial Advisory LLC3,681$218K0.04%-17113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,674$218K<0.01%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC3,619$215K0.08%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,527$209K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC3,473$205K0.02%-44613F-HRTimeline
Gateway Wealth Partners, LLC3,411$202K0.01%-3,84213F-HRTimeline
Seek First Inc.3,381$201K0.13%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$196K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,145$187K0.01%+4913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$154K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC2,600$154K0.02%013F-HRTimeline
REAP Financial Group, LLC2,344$139K0.02%-1,00713F-HRTimeline
Integrated Wealth Concepts LLC2,234$133K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1,980$118K<0.01%-5013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,824$108K0.01%-2413F-HRTimeline
Global Retirement Partners, LLC1,713$102K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC1,244$73.9K0.01%-16713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,189$70.6K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,170$69.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,091$64.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,084$64.4K<0.01%+3613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,002$59.5K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC628$37.3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$36.6K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.568$33.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA476$28.3K<0.01%+24513F-HRTimeline
Medallion Wealth Advisors, LLC469$27.8K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN358$21.2K<0.01%+25113F-HRTimelineGroup
CoreCap Advisors, LLC354$21K<0.01%013F-HRTimeline
AE Wealth Management LLC304$18K<0.01%-2,92913F-HRTimeline
Glen Eagle Advisors, LLC301$17.8K<0.01%+213F-HRTimeline
IFP Advisors, Inc285$16.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…239$14.2K<0.01%-913F-HRTimelineGroup
Parallel Advisors, LLC211$12.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC192$11.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC183$10.9K<0.01%+11013F-HRTimeline
Capital Investment Advisory Services, L…148$8.78K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.122$7.24K<0.01%013F-HRTimeline
Covestor Ltd100$6K<0.01%+1213F-HRTimeline
Geneos Wealth Management Inc.100$5.93K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC62$3.66K<0.01%013F-HRTimeline
Main Street Group, LTD51$3.02K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$1.18K<0.01%013F-HRTimeline
SHP Wealth Management14$831<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7$415<0.01%13F-HRTimelineGroup