Who Owns WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)?Hedge Fund & Institutional Holders

$52.04-0.20 (-0.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.700022000140001e+178T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$40.64$44.63$48.63$52.62$56.61Aug 24Jun 25Mar 26

DGRS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stonebridge Financial Group, LLCNew Position+261K+$12.9M
Linscomb Wealth, Inc.New Position+117K+$5.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+101K+$5.0M
XML Financial, LLCNew Position+94K+$4.0M
COLUMBIA ADVISORY PARTNERS LLCNew Position+79K+$3.9M
Philip James Wealth Mangement, LLCNew Position+77K+$3.8M
Stonebridge Wealth Management, LLCNew Position+75K+$3.7M
CWM, LLCNew Position+50K+$2.5M
Sanctuary Advisors, LLCNew Position+53K+$2.5M
Independent Advisor AllianceNew Position+44K+$2.2M
Capital Advisors, Ltd. LLCNew Position+32K+$1.7M
LifeWealth Investments, LLCNew Position+24K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+26K+$1.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+14K+$717K
Sovran Advisors, LLCNew Position+11K+$607K

DGRS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-6K-$27.6B
BANK OF AMERICA CORP /DE/Decreased-192K-$18.9B
Lido Advisors, LLCDecreased-487-$12.6B
ROYAL BANK OF CANADADecreased-5K-$4.9B
Stratos Wealth Partners, LTD.Decreased-7K-$3.0B
Everstar Asset Management, LLCDecreased-22K-$2.4B
CERTUITY, LLCDecreased-2K-$2.3B
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$1.9B
Strategic Financial Concepts, LLCClosed Position-34K-$1.7B
CITADEL ADVISORS LLCDecreased-16K-$1.5B
TWO SIGMA INVESTMENTS, LPClosed Position-26K-$1.3B
Cetera Investment AdvisersDecreased-4K-$1.2B
Waverton Investment Management LtdClosed Position-19K-$1.1B
Princeton Global Asset Management LLCDecreased-1K-$977.0M
Allworth Financial LPDecreased-382-$944.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC547,134$27.0M0.01%Share
2MORGAN STANLEY446,453$22.0M0.00%Share
3RAYMOND JAMES FINANCIAL INC293,795$14.0M0.00%Share
4Stonebridge Financial Group, LLC260,595$12.9M1.10%Share
5Lido Advisors, LLC251,328$12.0M0.04%Share
6LVM CAPITAL MANAGEMENT LTD/MI137,487$6.8M0.63%Share
7United Advisor Group, LLC121,546$6.0M0.75%Share
8RAYMOND JAMES FINANCIAL INC124,434$6.0M0.00%Share
9Linscomb Wealth, Inc.117,177$5.0M0.21%Share
10COMMONWEALTH EQUITY SERVICES, LLC101,290$5.0M0.01%Share
11UBS Group AG99,646$4.9M0.00%Share
12Founders Financial Alliance, LLC92,862$4.6M0.87%Share
13XML Financial, LLC93,623$4.0M0.33%Share
14BANK OF AMERICA CORP /DE/94,195$4.0M0.00%Share
15ROYAL BANK OF CANADA92,730$4.0M0.00%Share
16BANK OF AMERICA CORP /DE/91,870$4.0M0.00%Share
17IFG Advisory, LLC87,035$4.0M0.17%Share
18COLUMBIA ADVISORY PARTNERS LLC79,372$3.9M2.68%Share
19Philip James Wealth Mangement, LLC77,143$3.8M0.44%Share
20Modern Wealth Management, LLC76,300$3.8M0.07%Share
21Stonebridge Wealth Management, LLC74,952$3.7M3.51%Share
22Stratos Wealth Partners, LTD.52,799$2.6M0.03%Share
23CWM, LLC50,407$2.5M0.01%Share
24CERTUITY, LLC45,066$2.2M0.14%Share
25Independent Advisor Alliance44,233$2.2M0.05%Share
26Marshall & Sterling Wealth Advisors Inc.41,380$2.1M1.36%Share
27Vestmark Advisory Solutions, Inc.33,906$1.7M0.02%Share
28Capital Advisors, Ltd. LLC32,161$1.7M0.19%Share
29Everstar Asset Management, LLC24,737$1.2M0.66%Share
30LifeWealth Investments, LLC23,710$1.2M0.37%Share
31ENVESTNET ASSET MANAGEMENT INC25,798$1.0M0.00%Share
32CAPTRUST FINANCIAL ADVISORS36,359$1.0M0.00%Share
33Private Advisor Group, LLC29,362$1.0M0.00%Share
34Allworth Financial LP18,543$920K0.00%Share
35Princeton Global Asset Management LLC18,257$905K0.15%Share
36PRECEDENT WEALTH PARTNERS, LLC16,024$795K0.17%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14,001$717K0.00%Share
38Sovran Advisors, LLC11,434$607K0.05%Share
39OPPENHEIMER & CO INC11,551$573K0.01%Share
40HARBOR INVESTMENT ADVISORY, LLC11,502$570K0.04%Share
41Sanctuary Advisors, LLC12,110$563K0.00%Share
42Sanctuary Advisors, LLC12,110$563K0.00%Share
43Team Financial Group, LLC11,080$549K0.25%Share
44Sanctuary Advisors, LLC11,375$529K0.00%Share
45Sanctuary Advisors, LLC11,375$529K0.00%Share
46WealthPoint Financial, LLC9,192$456K0.40%Share
47CAPITAL MANAGEMENT CORP /VA9,000$446K0.07%Share
48FIRST NATIONAL BANK SIOUX FALLS8,779$435K0.13%Share
49Wealthcare Capital Partners, LLC8,552$424K0.20%Share
50Collaborative Wealth Managment Inc.8,341$413K0.15%Share

DGRS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025120$198.7M+44
Q3 202576$164.4B-37
Q2 2025113$171.5B-6
Q1 2025119$207.0B+6
Q4 2024113$50.0T+30
Q3 202483$133.3T+7
Q2 202476$118.7T+11
Q1 202465$108.0T—

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As of Q4 2025, 50 institutional investors hold DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund). The largest holder is LPL Financial LLC with $27.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own DGRS?

As of Q4 2025, 50 institutional investors report holding DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) in their 13F filings.

Who is the largest institutional holder of DGRS?

The largest institutional holder of DGRS is LPL Financial LLC with $27.0M in shares.

Is institutional ownership of DGRS increasing or decreasing?

This quarter, 15 institutions opened new positions in DGRS and 3 closed their positions.