Who Owns DGRS?
WisdomTree U.S. SmallCap Quality Dividend Growth Fund — Institutional Ownership & 13F Holdings
$56.99
+0.06 (+0.11%)
Market Cap
$375.3M
Shares Outstanding
6,377,916
Institutional Holders
118
Total Inst. Value
$380.9M
% of Float Held
—
QoQ Holder Change
+53
Institutional data as of Q1 2025
New Positions
25
Closed Positions
20
Increased
37
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $218.7M | 4,703 |
| 2 | MORGAN STANLEY | $21.6M | 463,753 |
| 3 | BANK OF AMERICA CORP /DE/ | $18.1M | 388,300 |
| 4 | RAYMOND JAMES FINANCIAL INC | $16.5M | 355,149 |
| 5 | UBS Group AG | $15.3M | 328,593 |
| 6 | Stonebridge Financial Group, LLC | $10.9M | 233,568 |
| 7 | LVM CAPITAL MANAGEMENT LTD/MINew | $6.3M | 136,317 |
| 8 | Linscomb Wealth, Inc. | $6.0M | 128,374 |
| 9 | Founders Financial Alliance, LLC | $4.8M | 102,315 |
| 10 | United Advisor Group, LLC | $4.2M | 89,379 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +461 | $218.7M |
| BANK OF AMERICA CORP /DE/ | +88K | $18.1M |
| RAYMOND JAMES FINANCIAL INC | +38K | $16.5M |
| UBS Group AG | +4K | $15.3M |
| Stonebridge Financial Group, LLC | +49K | $10.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -868K | $895K |
| Venturi Wealth Management, LLC | -256K | $392K |
| Lido Advisors, LLC | -212K | $12K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -33K | $826K |
| MORGAN STANLEY | -17K | $21.6M |
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Frequently Asked Questions
How many institutional investors hold DGRS?
As of Q1 2025, 118 institutional investors report holding DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) in their 13F filings.
Which hedge fund owns the most DGRS?
The largest institutional holder of DGRS is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $218.7M in shares.
Are institutions buying or selling DGRS?
This quarter, 25 institutions opened new positions in DGRS and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.