Skip to content
Disclosery

DGRS WISDOMTREE TR

Follow

US S CAP QTY DIV (fund)

126 managers (126 13F filers) reported a position in DGRS shares at 2025-09-30, 4,633,215 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
126
13F filers
126
New
13
Added
35
Reduced
51
Sold out
8
Shares held by filers
4,633,215

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC552,886$27.6M0.01%-76,50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY422,529$21.1M<0.01%-4,30513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,061$20.8M0.01%+6,94413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/378,354$18.9M<0.01%-11,09013F-HR/ATimelineGroup
Stonebridge Financial Group, LLC252,698$12.6M1.11%+1,74713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC251,815$12.6M0.05%-10,61613F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI137,719$6.88M0.66%-1,66013F-HRTimeline
Linscomb Wealth, Inc.118,078$5.9M0.25%-7,30613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC109,372$5.47M0.01%-2,35413F-HRTimeline
United Advisor Group, LLC104,937$5.24M0.71%+14,16013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,407$4.87M<0.01%+2,31013F-HRTimelineGroup
UBS Group AGin group UBS Group AG93,646$4.68M<0.01%+2,90813F-HRTimelineGroup
XML Financial, LLC92,449$4.62M0.38%-1,05913F-HRTimeline
Founders Financial Alliance, LLC91,913$4.59M0.87%-5,77113F-HRTimeline
IFG Advisory, LLC83,320$4.16M0.19%+5,16813F-HRTimeline
Stonebridge Wealth Management, LLC81,250$4.06M3.48%-3,91113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC78,461$3.92M2.71%+75813F-HRTimeline
Philip James Wealth Mangement, LLC75,104$3.75M0.44%+10,55613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,327$2.97M0.03%-44,81313F-HRTimelineGroup
CWM, LLCin group CWM, LLC55,579$2.78M0.01%-67013F-HRTimelineGroup
Everstar Asset Management, LLC47,056$2.35M1.33%-53013F-HRTimeline
CERTUITY, LLC46,844$2.34M0.16%+1,18613F-HRTimeline
Modern Wealth Management, LLC46,562$2.33M0.05%+35,34313F-HRTimeline
Independent Advisor Alliance42,986$2.15M0.06%-3,33213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,771$1.89M<0.01%-13,27713F-HRTimeline
Strategic Financial Concepts, LLC33,616$1.68M0.24%+14,06513F-HRTimeline
Vestmark Advisory Solutions, Inc.31,663$1.58M0.03%-9,29313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,837$1.49M<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.29,683$1.48M0.95%+60713F-HRTimeline
Private Advisor Group, LLC27,917$1.4M0.01%+22513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP26,300$1.31M<0.01%-14,90013F-HRTimelineGroup
Cetera Investment Advisers23,875$1.19M<0.01%+8,23913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,685$1.13M<0.01%+8,56713F-HRTimelineGroup
W1M Investment Management Ltd18,820$1.07M0.01%013F-HRTimeline
MAS Advisors LLC20,533$1.03M1.62%-27113F-HRTimeline
Cambridge Investment Research Advisors,…19,893$994K<0.01%-25213F-HRTimeline
Princeton Global Asset Management LLC19,565$978K0.16%-1,34913F-HRTimeline
Allworth Financial LP18,925$946K<0.01%-69713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,024$915K<0.01%-67513F-HRTimelineGroup
LifeWealth Investments, LLC17,964$898K0.3%+75013F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC17,206$860K0.19%-1,69113F-HRTimeline
Well Done, LLC17,163$858K0.15%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,169$752K<0.01%-1,06313F-HRTimeline
Summit Financial, LLC14,850$742K0.01%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.15,171$721K0.37%013F-HRTimeline
Creative Planningin group Creative Planning14,064$703K<0.01%-2,22913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,585$679K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC13,333$666K0.19%-11,37113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,027$651K<0.01%-1,46013F-HR/ATimelineGroup
IHT Wealth Management, LLC12,723$636K0.02%-41313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,666$633K0.11%+62713F-HRTimelineGroup
Sovran Advisors, LLC12,689$619K0.05%+48513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…11,746$587K0.19%-71313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,725$586K0.03%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC11,702$585K0.05%-2,23113F-HRTimeline
Team Financial Group, LLC11,701$585K0.27%-1,84113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,251$562K0.01%-53113F-HRTimelineGroup
Collaborative Wealth Managment Inc.10,650$532K0.22%-1,46513F-HRTimeline
Sanctuary Advisors, LLC9,916$496K<0.01%-1,45913F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,663$483K<0.01%+1,44513F-HRTimelineGroup
Venturi Wealth Management, LLC9,184$459K0.02%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,020$451K0.05%-69313F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,000$450K0.07%013F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,501$425K0.2%+6013F-HRTimelineGroup
Opes Wealth Management LLC8,148$407K0.07%+63813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,978$399K<0.01%-19,43013F-HRTimelineGroup
Joseph Group Capital Management7,701$385K0.11%-11813F-HRTimeline
Steward Partners Investment Advisory, L…7,380$369K<0.01%-7513F-HRTimeline
Redmond Asset Management, LLC7,277$364K0.09%-12613F-HRTimeline
Arkadios Wealth Advisors7,232$361K0.01%+1,05713F-HRTimeline
RMR Wealth Builders6,856$343K0.03%-3213F-HRTimeline
Asset Dedication, LLC6,424$321K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,422$321K<0.01%new13F-HRTimelineGroup
Cascade Financial Partners, LLC6,330$316K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,276$314K<0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC6,201$310K0.24%-3,43613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,001$301K<0.01%+1,17113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,923$296K<0.01%-2,03313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,727$286K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,211$260K<0.01%+46113F-HRTimelineGroup
Atria Investments, Inc5,154$258K<0.01%new13F-HRTimeline
Avant Capital LLC5,001$250K0.18%-8313F-HRTimeline
Chicago Partners Investment Group LLC4,923$247K0.01%+1813F-HRTimeline
Quartz Partners, LLC4,870$243K0.09%+8713F-HRTimeline
Beacon Financial Advisory LLC4,820$241K0.06%-51613F-HRTimeline
Cadence Bank4,611$230K0.01%-613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,585$229K<0.01%-1,77413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,495$225K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,268$213K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,224$211K<0.01%+4,04013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,208$210K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC3,981$199K0.04%+3613F-HRTimeline
Sunbelt Securities, Inc.3,820$191K0.01%-2,45513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$165K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,190$159K0.01%+2313F-HRTimeline
Global Retirement Partners, LLC3,049$152K<0.01%+913F-HRTimeline
ORG Partners LLC2,754$138K0.03%-14213F-HRTimeline
Capital Advisors, Ltd. LLC2,600$130K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$130K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,236$112K<0.01%+4113F-HRTimeline
FMR LLCin group FMR LLC2,131$107K<0.01%+613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,615$80.7K0.01%-34213F-HRTimeline
LANARK FINANCIAL, INC.1,537$76.8K0.01%-713F-HRTimeline
Golden State Wealth Management, LLC1,392$69.6K0.01%+213F-HRTimeline
BLAIR WILLIAM & CO/IL1,270$63.5K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,260$63K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,189$59.4K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,091$54.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,041$52K<0.01%+1513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,002$50.1K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$30.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC580$29K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC409$20.4K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC398$19.9K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC354$17.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC275$13.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA231$11.5K<0.01%-78213F-HRTimeline
COMERICA BANK199$9.95K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC192$9.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…148$7.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$5K<0.01%013F-HRTimeline
Main Street Group, LTD85$4.24K<0.01%013F-HRTimeline
NewEdge Advisors, LLC77$3.85K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC53$2.64K<0.01%013F-HRTimeline
Covestor Ltd44$2K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.21$1.05K<0.01%new13F-HR/ATimeline