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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

123 managers (123 13F filers) reported a position in DGRS shares at 2025-06-30, 4,767,329 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
123
13F filers
123
New
5
Added
52
Reduced
34
Sold out
8
Shares held by filers
4,767,329

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC629,393$29.3M0.01%+38,74913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY426,834$19.9M<0.01%-36,91913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC410,117$19.1M0.01%+54,96813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,444$18.1M<0.01%+1,14413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC262,431$12.2M0.06%-5,97613F-HRTimelineGroup
Stonebridge Financial Group, LLC250,951$11.7M1.13%+17,38313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI139,379$6.49M0.67%+3,06213F-HRTimeline
Linscomb Wealth, Inc.125,384$5.84M0.27%-2,99013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,726$5.2M0.01%+51513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.104,140$4.85M0.07%+3,60413F-HRTimelineGroup
Founders Financial Alliance, LLC97,684$4.55M1.03%-4,63113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,097$4.43M<0.01%+8,23613F-HR/ATimelineGroup
XML Financial, LLC93,508$4.35M0.38%+5,79113F-HRTimeline
United Advisor Group, LLC90,777$4.23M0.73%+1,39813F-HRTimeline
UBS Group AGin group UBS Group AG90,738$4.22M<0.01%-237,85513F-HRTimelineGroup
Stonebridge Wealth Management, LLC85,161$3.96M3.74%13F-HRTimeline
IFG Advisory, LLC78,152$3.64M0.18%+3,28013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC77,703$3.62M2.74%+19,81113F-HRTimeline
Philip James Wealth Mangement, LLC64,548$3M0.38%+1,07213F-HRTimeline
CWM, LLCin group CWM, LLC56,249$2.62M0.01%+1,62513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS51,048$2.38M0.01%+66513F-HRTimeline
Everstar Asset Management, LLC47,586$2.22M1.35%+4,78713F-HRTimeline
Tyler-Stone Wealth Management46,520$2.17M0.35%-1313F-HRTimeline
Independent Advisor Alliance46,318$2.16M0.06%new13F-HRTimeline
CERTUITY, LLC45,658$2.13M0.2%-21,40713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,200$1.92M<0.01%-27,30013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.40,956$1.91M0.03%+24,75913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.29,076$1.35M0.91%+1,89613F-HRTimeline
Private Advisor Group, LLC27,692$1.29M0.01%+3,62313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,408$1.28M<0.01%+9,64313F-HRTimelineGroup
Empirical Asset Management, LLC24,704$1.15M0.36%+14313F-HRTimeline
W1M Investment Management Ltd18,820$1.04M0.01%013F-HRTimeline
Princeton Global Asset Management LLC20,914$974K0.18%+77213F-HRTimeline
MAS Advisors LLC20,804$968K1.58%-29,70613F-HRTimeline
Cambridge Investment Research Advisors,…20,145$938K<0.01%-14913F-HRTimeline
Allworth Financial LP19,622$913K<0.01%+2313F-HRTimeline
Strategic Financial Concepts, LLC19,551$910K0.13%+29813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC18,897$880K0.22%-52813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,699$870K<0.01%-48013F-HR/ATimelineGroup
Advisor Resource Council18,025$839K0.41%-78713F-HRTimeline
LifeWealth Investments, LLC17,214$801K0.29%+2,71813F-HR/ATimeline
Well Done, LLC17,163$799K0.15%+1,52213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,232$795K<0.01%+1,01213F-HRTimeline
Creative Planningin group Creative Planning16,293$758K<0.01%+84713F-HRTimelineGroup
Cetera Investment Advisers15,636$728K<0.01%-1,23913F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.15,171$721K0.39%-6,24013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,487$674K<0.01%+29313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,118$657K<0.01%+31913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC13,933$649K0.06%-18913F-HRTimeline
Team Financial Group, LLC13,542$630K0.31%-4,29713F-HRTimeline
IHT Wealth Management, LLC13,136$611K0.02%-5,36413F-HRTimeline
Sovran Advisors, LLC12,204$592K0.06%+11613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,459$580K0.19%+1,16013F-HRTimeline
Collaborative Wealth Managment Inc.12,115$564K0.25%-1,47413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,039$560K0.1%+1313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,782$548K0.01%-10613F-HRTimelineGroup
Bison Wealth, LLC11,456$533K0.04%-2,59513F-HRTimeline
Sanctuary Advisors, LLC11,375$530K<0.01%-73513F-HRTimeline
Modern Wealth Management, LLC11,219$522K0.01%new13F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,713$452K0.06%-3,61313F-HRTimeline
WILLNER & HELLER, LLC9,637$449K0.38%+25513F-HRTimeline
Venturi Wealth Management, LLC9,184$427K0.02%+74513F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,000$419K0.07%013F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,441$393K0.2%+8013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,218$383K<0.01%+3,51513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,956$370K<0.01%+2,80713F-HRTimelineGroup
Joseph Group Capital Management7,819$364K0.12%-22,63413F-HR/ATimeline
Opes Wealth Management LLC7,510$350K0.06%+1,12513F-HRTimeline
Steward Partners Investment Advisory, L…7,455$347K<0.01%013F-HRTimeline
Redmond Asset Management, LLC7,403$345K0.08%+13213F-HRTimeline
Sunbelt Securities, Inc.6,275$321K0.03%-32513F-HRTimeline
RMR Wealth Builders6,888$321K0.03%+61113F-HRTimeline
Asset Dedication, LLC6,424$299K0.02%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,359$296K<0.01%-1,18913F-HRTimelineGroup
Cascade Financial Partners, LLC6,330$295K0.04%013F-HRTimeline
Arkadios Wealth Advisors6,175$287K0.01%+30013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$267K0.01%013F-HRTimeline
Beacon Financial Advisory LLC5,336$248K0.06%-1,03013F-HRTimeline
Chicago Partners Investment Group LLC4,905$243K0.01%+1213F-HRTimeline
Avant Capital LLC5,084$237K0.18%-40713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,830$226K<0.01%+2,99013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,839$225K<0.01%-2,81113F-HRTimelineGroup
Quartz Partners, LLC4,783$223K0.1%+1813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,750$221K<0.01%+1713F-HRTimelineGroup
Cadence Bank4,617$215K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,495$209K0.01%013F-HRTimelineGroup
REAP Financial Group, LLC3,945$184K0.04%-23913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$154K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,167$147K0.01%new13F-HRTimeline
Global Retirement Partners, LLC3,040$142K<0.01%13F-HRTimeline
ORG Partners LLC2,896$138K0.03%+20013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$121K<0.01%013F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC2,600$121K0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,195$102K<0.01%+1013F-HRTimeline
FMR LLCin group FMR LLC2,125$98.9K<0.01%-28913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,957$91.1K0.01%-16113F-HRTimeline
LANARK FINANCIAL, INC.1,544$71K0.01%+3313F-HRTimeline
Golden State Wealth Management, LLC1,390$64.7K0.01%+65713F-HRTimeline
BLAIR WILLIAM & CO/IL1,270$59.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,189$55.3K<0.01%+45713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,091$50.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,026$47.8K<0.01%-2,92213F-HRTimeline
PRIVATE TRUST CO NA1,013$47.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,002$46.6K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC990$46.1K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$28.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC580$27K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC409$19.6K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC396$18.4K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC354$16.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$14K<0.01%013F-HRTimeline
AlphaCore Capital LLC275$12.8K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC203$9.45K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC192$8.94K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC192$8.94K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN184$8.56K<0.01%013F-HRTimelineGroup
Transce3nd, LLC143$6.66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$4.66K<0.01%013F-HRTimeline
Main Street Group, LTD85$3.95K<0.01%-2513F-HRTimeline
NewEdge Advisors, LLC77$3.58K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC53$2.48K<0.01%013F-HRTimeline
Covestor Ltd44$2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.