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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

124 managers (124 13F filers) reported a position in DGRS shares at 2025-03-31, 4,859,203 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
124
13F filers
124
New
12
Added
49
Reduced
41
Sold out
17
Shares held by filers
4,859,203

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC590,644$27.5M0.01%+11,98313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY463,753$21.6M<0.01%-17,10713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/388,300$18.1M<0.01%+88,15913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC355,149$16.5M0.01%+37,79313F-HRTimelineGroup
UBS Group AGin group UBS Group AG328,593$15.3M<0.01%+3,90213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC268,407$12.5M0.07%-211,54113F-HRTimelineGroup
Stonebridge Financial Group, LLC233,568$10.9M1.16%+49,43213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI136,317$6.34M0.71%+1,28213F-HRTimeline
Linscomb Wealth, Inc.128,374$5.97M0.3%-4,86713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,211$5.17M0.01%+5,56413F-HRTimeline
Founders Financial Alliance, LLC102,315$4.76M1.15%+3,94013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.100,536$4.67M0.07%+89,26313F-HRTimelineGroup
United Advisor Group, LLC89,379$4.16M0.85%+6,56013F-HRTimeline
XML Financial, LLC87,717$4.08M0.38%+4,73613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA86,861$4.04M<0.01%-8,63713F-HR/ATimelineGroup
IFG Advisory, LLC74,872$3.48M0.19%+9,42413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP68,500$3.19M0.01%+49,70013F-HRTimelineGroup
CERTUITY, LLC67,065$3.12M0.33%-3,18713F-HRTimeline
Philip James Wealth Mangement, LLC63,476$2.95M0.36%-16113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC57,892$2.69M2.33%+9,35313F-HRTimeline
CWM, LLCin group CWM, LLC54,624$2.54M0.01%+5,57313F-HRTimelineGroup
MAS Advisors LLC50,510$2.35M3.61%+15,70413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,383$2.34M0.01%new13F-HRTimeline
Tyler-Stone Wealth Management46,533$2.16M0.39%+27,81513F-HRTimeline
Everstar Asset Management, LLC42,799$1.99M1.32%+4,15313F-HR/ATimeline
Joseph Group Capital Management30,453$1.42M0.54%-3313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.27,180$1.26M0.86%+2,25413F-HRTimeline
Empirical Asset Management, LLC24,561$1.14M0.39%+50013F-HRTimeline
Private Advisor Group, LLC24,069$1.12M0.01%+2,46013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,494$1000K<0.01%-10,85013F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.21,411$996K0.56%-11,75013F-HRTimeline
Cambridge Investment Research Advisors,…20,294$944K<0.01%-36013F-HRTimeline
Princeton Global Asset Management LLC20,142$937K0.19%-2,31313F-HRTimeline
W1M Investment Management Ltd18,820$909K0.01%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC19,425$903K0.25%-3,91213F-HRTimeline
Strategic Financial Concepts, LLC19,253$895K0.17%+1,94313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,179$892K<0.01%-4,16913F-HRTimelineGroup
IHT Wealth Management, LLC18,500$860K0.03%+11113F-HRTimeline
Allworth Financial LP19,599$857K<0.01%-32013F-HRTimeline
Team Financial Group, LLC17,839$830K0.48%-37,39213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,765$826K<0.01%-33,40213F-HRTimelineGroup
Well Done, LLC15,641$801K0.15%-1,05313F-HRTimeline
Cetera Investment Advisers16,875$785K<0.01%+52713F-HRTimeline
Vestmark Advisory Solutions, Inc.16,197$753K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning15,446$718K<0.01%-37213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,220$708K<0.01%-3,53513F-HRTimeline
LifeWealth Investments, LLC14,496$674K0.32%new13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,194$660K<0.01%+86513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC14,122$657K0.06%-1,85513F-HRTimeline
Bison Wealth, LLC14,051$653K0.06%-1,73913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,799$642K<0.01%-7,77813F-HRTimelineGroup
Collaborative Wealth Managment Inc.13,589$632K0.3%-88913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,326$620K0.08%-2,71513F-HRTimeline
Sanctuary Advisors, LLC12,110$563K<0.01%+45813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,026$559K0.11%+2,80113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,888$553K0.01%-513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC11,584$539K0.03%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,299$525K0.2%+49413F-HRTimeline
Sovran Advisors, LLC12,088$514K0.07%+66213F-HRTimeline
WILLNER & HELLER, LLC9,382$436K0.4%+2,59113F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,000$418K0.07%013F-HRTimeline
Venturi Wealth Management, LLC8,439$392K0.02%-256,01813F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,361$389K0.2%-69313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,650$356K0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,548$351K<0.01%-80913F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,455$347K<0.01%+4,90013F-HRTimeline
Redmond Asset Management, LLC7,271$338K0.09%+42113F-HRTimeline
Sunbelt Securities, Inc.6,600$307K0.03%+32513F-HRTimeline
Asset Dedication, LLC6,424$299K0.02%013F-HRTimeline
Opes Wealth Management LLC6,385$297K0.06%+52013F-HRTimeline
Beacon Financial Advisory LLC6,366$296K0.09%new13F-HRTimeline
Cascade Financial Partners, LLC6,330$294K0.04%013F-HRTimeline
RMR Wealth Builders6,277$292K0.03%+4813F-HRTimeline
Arkadios Wealth Advisors5,875$273K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$266K0.01%013F-HRTimeline
Avant Capital LLC5,491$255K0.21%-11313F-HRTimeline
Objective Capital Management, LLC5,178$241K0.31%+1413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,149$239K<0.01%-3,50113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,976$231K<0.01%-12413F-HRTimelineGroup
Quartz Partners, LLC4,765$222K0.13%+3713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,733$220K<0.01%+3813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,703$219K<0.01%+46113F-HRTimelineGroup
Chicago Partners Investment Group LLC4,893$215K0.01%-38913F-HRTimeline
Cadence Bank4,617$215K0.02%-1,87213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,495$209K0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC4,184$195K0.05%-1,07713F-HRTimeline
AE Wealth Management LLC3,948$184K<0.01%+3,27013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$153K<0.01%013F-HRTimelineGroup
ORG Partners LLC2,696$126K0.03%+1,90813F-HRTimeline
Capital Advisors, Ltd. LLC2,600$121K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$121K<0.01%-75913F-HRTimelineGroup
FMR LLCin group FMR LLC2,414$112K<0.01%+1,37413F-HRTimelineGroup
SBI Securities Co., Ltd.2,185$102K<0.01%+6813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,118$98.5K0.01%-71913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,840$85.6K<0.01%+60513F-HR/ATimelineGroup
LANARK FINANCIAL, INC.1,511$70K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,270$59.1K<0.01%-4,20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,091$50.7K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC1,066$49.6K0.01%+40813F-HRTimeline
PRIVATE TRUST CO NA1,013$47.1K<0.01%new13F-HRTimeline
S.A. Mason LLC990$46K0.02%013F-HRTimeline
Advisor Resource Council18,812$37.4K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC733$34.1K0.01%+23213F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…732$34K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$28.6K<0.01%-3313F-HRTimeline
Parallel Advisors, LLC580$27K<0.01%-4713F-HRTimeline
Medallion Wealth Advisors, LLC409$19.1K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC394$18.3K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC354$16.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$13.9K<0.01%013F-HRTimeline
Roxbury Financial LLC263$13K0.01%+213F-HRTimeline
Beacon Capital Management, LLC203$9.44K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC192$8.93K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC192$8.93K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184$8.54K<0.01%+18313F-HRTimelineGroup
Transce3nd, LLC143$6.65K<0.01%013F-HRTimeline
Main Street Group, LTD110$5.11K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.65K<0.01%-2513F-HRTimeline
NewEdge Advisors, LLC77$3.58K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC53$2.47K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46$2.14K<0.01%013F-HRTimelineGroup
Covestor Ltd44$2K<0.01%-1113F-HRTimeline
NorthRock Partners, LLC37$1.72K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.