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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

126 managers (126 13F filers) reported a position in DGRS shares at 2025-12-31, 4,328,557 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
126
13F filers
126
New
10
Added
36
Reduced
52
Sold out
14
Shares held by filers
4,328,557

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC547,134$27.1M0.01%-5,75213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY446,507$22.2M<0.01%+23,97813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC418,229$20.8M0.01%+1,16813F-HRTimelineGroup
Stonebridge Financial Group, LLC260,595$12.9M1.1%+7,89713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC251,328$12.6M0.05%-48713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/186,065$9.23M<0.01%-192,28913F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI137,487$6.82M0.63%-23213F-HRTimeline
United Advisor Group, LLC121,546$6.03M0.77%+16,60913F-HRTimeline
Linscomb Wealth, Inc.117,177$5.81M0.24%-90113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,290$5.03M0.01%-8,08213F-HRTimeline
UBS Group AGin group UBS Group AG99,881$4.96M<0.01%+6,23513F-HRTimelineGroup
XML Financial, LLC93,623$4.65M0.38%+1,17413F-HRTimeline
Founders Financial Alliance, LLC92,862$4.61M0.87%+94913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,730$4.6M<0.01%-4,67713F-HRTimelineGroup
IFG Advisory, LLC87,035$4.32M0.19%+3,71513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC79,372$3.94M2.68%+91113F-HRTimeline
Philip James Wealth Mangement, LLC77,143$3.83M0.44%+2,03913F-HRTimeline
Modern Wealth Management, LLC76,300$3.79M0.07%+29,73813F-HRTimeline
Stonebridge Wealth Management, LLC74,952$3.72M3.51%-6,29813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,799$2.62M0.03%-6,52813F-HRTimelineGroup
CWM, LLCin group CWM, LLC50,407$2.5M0.01%-5,17213F-HRTimelineGroup
CERTUITY, LLC45,066$2.24M0.14%-1,77813F-HRTimeline
Independent Advisor Alliance44,233$2.19M0.05%+1,24713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.41,380$2.05M1.36%+11,69713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,359$1.8M<0.01%-1,41213F-HRTimeline
Vestmark Advisory Solutions, Inc.33,906$1.68M0.02%+2,24313F-HRTimeline
Capital Advisors, Ltd. LLC32,161$1.66M0.19%+29,56113F-HRTimeline
Private Advisor Group, LLC29,362$1.46M0.01%+1,44513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,798$1.28M<0.01%+3,11313F-HRTimelineGroup
Everstar Asset Management, LLC24,737$1.24M0.66%-22,31913F-HRTimeline
LifeWealth Investments, LLC23,710$1.18M0.37%+5,74613F-HRTimeline
Cetera Investment Advisers20,121$998K<0.01%-3,75413F-HRTimeline
Cambridge Investment Research Advisors,…19,485$967K<0.01%-40813F-HRTimeline
Allworth Financial LP18,543$920K<0.01%-38213F-HRTimeline
Princeton Global Asset Management LLC18,257$906K0.15%-1,30813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC16,024$795K0.17%-1,18213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,598$724K<0.01%+1,57113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,001$717K<0.01%-1,16813F-HRTimeline
Creative Planningin group Creative Planning13,573$673K<0.01%-49113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,528$671K<0.01%-16,30913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,314$661K<0.01%+9,09013F-HRTimelineGroup
Sovran Advisors, LLC11,434$608K0.05%-1,25513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,551$573K0.01%+30013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC11,502$571K0.04%-20013F-HRTimeline
Team Financial Group, LLC11,080$550K0.25%-62113F-HRTimeline
IHT Wealth Management, LLC10,915$542K0.01%-1,80813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,005$496K<0.01%+34213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,683$480K<0.01%+1,70513F-HRTimelineGroup
WealthPoint Financial, LLC9,192$456K0.4%13F-HRTimeline
Venturi Wealth Management, LLC9,184$456K0.02%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA9,000$447K0.07%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS8,779$436K0.13%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,740$434K<0.01%-9,28413F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,552$424K0.2%+5113F-HRTimelineGroup
Collaborative Wealth Managment Inc.8,341$414K0.15%-2,30913F-HRTimeline
Opes Wealth Management LLC8,193$407K0.07%+4513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,812$388K0.04%-1,20813F-HRTimeline
Steward Partners Investment Advisory, L…7,380$366K<0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,325$363K0.01%-4,40013F-HRTimelineGroup
Redmond Asset Management, LLC7,259$360K0.09%-1813F-HRTimeline
Arkadios Wealth Advisors6,996$347K0.01%-23613F-HRTimeline
RMR Wealth Builders6,899$342K0.03%+4313F-HRTimeline
TopTier Wealth Management, LLC6,755$335K0.23%13F-HRTimeline
Joseph Group Capital Management6,620$328K0.09%-1,08113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,597$327K<0.01%+67413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,450$320K<0.01%+44913F-HRTimelineGroup
Asset Dedication, LLC6,424$319K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,275$311K<0.01%-14713F-HR/ATimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,276$311K<0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC6,042$300K<0.01%-3,87413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$284K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,610$278K0.08%-6,13613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,446$270K<0.01%+23513F-HRTimelineGroup
Cascade Financial Partners, LLC5,372$267K0.03%-95813F-HRTimeline
Atria Investments, Inc5,216$259K<0.01%+6213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,202$258K<0.01%+93413F-HRTimelineGroup
Chicago Partners Investment Group LLC4,728$251K0.01%-19513F-HRTimeline
Waverly Advisors, LLC4,974$247K<0.01%new13F-HRTimeline
Quartz Partners, LLC4,956$246K0.09%+8613F-HRTimeline
Empirical Asset Management, LLC4,897$243K0.07%-8,43613F-HRTimeline
Lynch Investment Planning, LLC4,766$236K0.23%13F-HRTimeline
Avant Capital LLC4,668$232K0.16%-33313F-HRTimeline
Cadence Bank4,604$228K0.01%-713F-HRTimeline
HRT FINANCIAL LP4,529$224K<0.01%new13F-HRTimeline
Bison Wealth, LLC4,175$215K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC4,326$215K0.05%-49413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,129$205K<0.01%new13F-HRTimeline
REAP Financial Group, LLC3,913$194K0.04%-6813F-HRTimeline
OPTIMA CAPITAL LLC3,585$178K0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,381$168K0.01%+19113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$164K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.3,020$150K0.01%-80013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$129K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,131$106K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,059$102K<0.01%-17713F-HRTimeline
Global Retirement Partners, LLC1,870$92.8K<0.01%-1,17913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,590$78.9K<0.01%-2513F-HRTimeline
Golden State Wealth Management, LLC1,408$69.9K0.01%+1613F-HRTimeline
LANARK FINANCIAL, INC.1,403$69.6K0.01%-13413F-HRTimeline
Root Financial Partners, LLC1,260$62.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,189$59K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,170$58.1K<0.01%-10013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,091$54.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,002$49.7K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC973$48.3K<0.01%-6813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$30.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC469$23.3K0.01%+6013F-HRTimeline
Plante Moran Financial Advisors, LLC423$21K<0.01%new13F-HRTimeline
Quattro Advisors LLC417$20.7K0.02%13F-HRTimeline
CoreCap Advisors, LLC354$17.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC298$14.8K<0.01%-10013F-HRTimeline
AlphaCore Capital LLC275$13.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA231$11.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC211$10.5K<0.01%-36913F-HRTimeline
COMERICA BANK199$9.87K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC192$9.53K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…148$7.34K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.122$6.05K0.01%+10113F-HRTimeline
TRUST CO OF VERMONT100$4.96K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$4.96K<0.01%013F-HRTimeline
NewEdge Advisors, LLC73$3.62K<0.01%-413F-HRTimeline
Smartleaf Asset Management LLC53$2.65K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…49$2.43K<0.01%new13F-HRTimelineGroup
Covestor Ltd44$2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$992<0.01%new13F-HRTimeline
SHP Wealth Management14$695<0.01%13F-HRTimeline