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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

126 managers (127 13F filers) reported a position in DGRS shares at 2026-03-31, 4,251,127 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
126
13F filers
127
New
16
Added
46
Reduced
39
Sold out
13
Shares held by filers
4,251,127

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC558,856$29.6M0.01%+11,72213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY521,238$27.6M<0.01%+74,73113F-HRTimelineGroup
Stonebridge Financial Group, LLC281,579$14.9M1.23%+20,98413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC235,589$12.5M0.05%-15,73913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC226,964$12M<0.01%-191,26513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180,504$9.56M<0.01%-5,56113F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI144,094$7.63M0.72%+6,60713F-HRTimeline
United Advisor Group, LLC124,667$6.6M0.82%+3,12113F-HRTimeline
UBS Group AGgroup of 2 filers holding121,176$6.42M+21,295Timeline
COMMONWEALTH EQUITY SERVICES, LLC104,912$5.56M0.01%+3,62213F-HRTimeline
XML Financial, LLC103,184$5.46M0.44%+9,56113F-HRTimeline
Linscomb Wealth, Inc.100,693$5.33M0.24%-16,48413F-HRTimeline
Founders Financial Alliance, LLC95,245$5.04M0.91%+2,38313F-HRTimeline
Modern Wealth Management, LLC94,025$5.01M0.09%+17,72513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,730$4.75M<0.01%-3,00013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA84,430$4.47M0.01%new13F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC78,681$4.17M2.66%-69113F-HRTimeline
Stonebridge Wealth Management, LLC66,289$3.51M3.36%-8,66313F-HRTimeline
Philip James Wealth Mangement, LLC55,201$2.92M0.34%-21,94213F-HRTimeline
Independent Advisor Alliance54,356$2.88M0.03%+10,12313F-HRTimeline
CWM, LLCin group CWM, LLC48,264$2.56M0.01%-2,14313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.46,732$2.47M0.03%-6,06713F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…42,315$2.24M1.32%13F-HRTimeline
Strategic Financial Concepts, LLC36,918$1.96M0.48%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.36,014$1.91M0.02%+2,10813F-HRTimeline
CERTUITY, LLC35,513$1.88M0.12%-9,55313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,310$1.76M<0.01%-3,04913F-HRTimeline
Private Advisor Group, LLC29,496$1.56M0.01%+13413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,100$1.54M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,669$1.52M<0.01%+2,87113F-HRTimelineGroup
LifeWealth Investments, LLC28,328$1.5M0.45%+4,61813F-HRTimeline
Everstar Asset Management, LLC25,804$1.37M0.73%+1,06713F-HRTimeline
Cambridge Investment Research Advisors,…20,702$1.1M<0.01%+1,21713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,659$988K<0.01%+9,91913F-HRTimelineGroup
Allworth Financial LP18,233$966K<0.01%-31013F-HRTimeline
Cetera Investment Advisers16,494$874K<0.01%-3,62713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC16,225$859K0.17%+20113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,993$836K<0.01%+1,39513F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC14,185$751K0.06%+2,68313F-HRTimeline
Creative Planningin group Creative Planning13,430$711K<0.01%-14313F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,144$696K0.05%new13F-HRTimelineGroup
Sovran Advisors, LLC11,711$668K0.05%+27713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,316$652K0.01%+76513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,225$541K<0.01%+22013F-HRTimelineGroup
Team Financial Group, LLC10,009$530K0.24%-1,07113F-HRTimeline
Summit Financial, LLC9,826$520K0.01%new13F-HRTimeline
WealthPoint Financial, LLC9,803$519K0.43%+61113F-HR/ATimeline
IHT Wealth Management, LLC9,792$519K0.01%-1,12313F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS9,052$501K0.14%+27313F-HRTimeline
Princeton Global Asset Management LLC9,422$499K0.08%-8,83513F-HRTimeline
Avidian Wealth Enterprises, LLC9,101$482K0.02%new13F-HRTimeline
Opes Wealth Management LLC8,868$470K0.08%+67513F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …8,582$454K0.21%+3013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,330$441K<0.01%+4,20113F-HRTimeline
Arkadios Wealth Advisors8,233$436K0.01%+1,23713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,195$434K0.28%-33,18513F-HRTimeline
CAPITAL MANAGEMENT CORP /VA8,100$429K0.07%-90013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,020$425K<0.01%+1,42313F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,380$391K<0.01%013F-HRTimeline
Redmond Asset Management, LLC7,305$387K0.11%+4613F-HRTimeline
Gateway Wealth Partners, LLC7,253$384K0.01%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,152$379K0.04%-66013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,020$368K<0.01%+57013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,770$360K<0.01%-7,23113F-HRTimeline
TopTier Wealth Management, LLC6,779$359K0.22%+2413F-HRTimeline
Asset Dedication, LLC6,424$340K0.02%013F-HRTimeline
RMR Wealth Builders6,332$335K0.03%-56713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,278$332K<0.01%+313F-HRTimelineGroup
Sanctuary Advisors, LLC6,199$328K<0.01%+15713F-HRTimeline
Quartz Partners, LLC6,102$323K0.12%+1,14613F-HRTimeline
Joseph Group Capital Management6,082$322K0.08%-53813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,034$320K<0.01%+83213F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,752$305K0.09%+14213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$303K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,438$288K<0.01%-813F-HRTimelineGroup
Cascade Financial Partners, LLC5,372$284K0.03%013F-HRTimeline
Venturi Wealth Management, LLC5,174$274K0.01%-4,01013F-HRTimeline
Chicago Partners Investment Group LLC4,701$265K0.01%-2713F-HRTimeline
Atria Investments, Inc4,918$260K<0.01%-29813F-HRTimeline
IMC-Chicago, LLC4,579$242K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,556$241K<0.01%new13F-HRTimelineGroup
Empirical Asset Management, LLC4,379$232K0.06%-51813F-HRTimeline
Bison Wealth, LLC3,919$216K0.02%-25613F-HRTimeline
Redwood Family Wealth LLC3,936$208K0.2%new13F-HRTimeline
Beacon Financial Advisory LLC3,852$204K0.05%-47413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,832$203K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,527$187K<0.01%-2,74913F-HRTimelineGroup
REAP Financial Group, LLC3,351$177K0.04%-56213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$175K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,233$171K<0.01%+2,26013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,096$164K0.01%-28513F-HRTimeline
Sunbelt Securities, Inc.3,020$160K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,600$138K0.02%-29,56113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$138K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,128$113K<0.01%-313F-HRTimelineGroup
SBI Securities Co., Ltd.2,030$108K<0.01%-2913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,848$97.9K0.01%+25813F-HRTimeline
Golden State Wealth Management, LLC1,411$74.8K0.01%+313F-HRTimeline
Root Financial Partners, LLC1,260$66.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,189$63K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,170$62K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,091$57.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,048$55.5K<0.01%-35513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,002$53K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC628$33.3K<0.01%13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC616$32.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC469$24.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC354$18.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC299$15.8K<0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…248$13.1K<0.01%+19913F-HRTimelineGroup
PRIVATE TRUST CO NA231$12.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.220$11.7K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC211$11.2K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC192$10.2K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC192$10.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…148$7.84K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.122$6.46K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN107$5.66K<0.01%-13,20713F-HR/ATimelineGroup
Geneos Wealth Management Inc.100$5.3K<0.01%013F-HRTimeline
Covestor Ltd88$5K<0.01%+4413F-HRTimeline
NewEdge Advisors, LLC73$3.87K<0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC62$3.24K<0.01%+913F-HRTimeline
Main Street Group, LTD51$2.69K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20$1.06K<0.01%013F-HRTimeline
SHP Wealth Management14$742<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7$371<0.01%new13F-HRTimelineGroup