WISDOMTREE U.S. SMALLCAP QUA (DGRS) Institutional Shareholders
WISDOMTREE U.S. SMALLCAP QUA (DGRS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $237.07M in DGRS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DGRS tracked by InsiderSet, reporting ownership valued at approximately $36.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $35.25M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed DGRS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Stonebridge Financial Group, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE U.S. SMALLCAP QUA (DGRS).
This page ranks the largest institutional DGRS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
127
Total Reported Value
$237.07M
Largest Holder
Lpl Financial Llc
Largest Position
$36.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 617,509 | $36,651,471 | $35,248,278 | -$1,403,193 | -3.83% | |
| Morgan Stanley | 0.00% | 535,104 | $31,760,520 | $30,544,485 | -$1,216,035 | -3.83% | |
| Stonebridge Financial Group, Llc | 1.30% | 289,800 | $17,200,731 | $16,542,190 | -$658,541 | -3.83% | |
| Bank Of America Corp | 0.00% | 167,788 | $9,958,807 | $9,577,574 | -$381,233 | -3.83% | |
| Lvm Capital Management Ltd/Mi | 0.74% | 148,480 | $8,813,000 | $8,475,446 | -$337,554 | -3.83% | |
| Raymond James Financial Inc | 0.00% | 141,714 | $8,411,247 | $8,089,234 | -$322,013 | -3.83% | |
| United Advisor Group, Llc | 0.80% | 127,703 | $7,579,669 | $7,289,466 | -$290,203 | -3.83% | |
| Osaic Holdings, Inc. | 0.01% | 116,618 | $6,921,225 | $6,656,719 | -$264,506 | -3.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 101,805 | $6,042,505 | $5,811,172 | -$231,333 | -3.83% | |
| Ubs Group Ag | 0.00% | 99,718 | $5,918,662 | $5,692,043 | -$226,619 | -3.83% | |
| Modern Wealth Management, Llc | 0.07% | 97,427 | $5,782,663 | $5,561,270 | -$221,393 | -3.83% | |
| Xml Financial, Llc | 0.42% | 97,128 | $5,764,910 | $5,544,202 | -$220,708 | -3.83% | |
| Linscomb Wealth, Inc. | 0.25% | 96,203 | $5,709,999 | $5,491,402 | -$218,597 | -3.83% | |
| Royal Bank Of Canada | 0.00% | 83,919 | $4,981,000 | $4,790,214 | -$190,786 | -3.83% | |
| Columbia Advisory Partners Llc | 2.60% | 79,482 | $4,717,564 | $4,536,944 | -$180,620 | -3.83% | |
| Ifg Advisory, Llc | 0.16% | 75,781 | $4,497,897 | $4,325,686 | -$172,211 | -3.83% | |
| Bank Of Nova Scotia | 0.01% | 63,280 | $3,755,908 | $3,612,111 | -$143,797 | -3.83% | |
| Stonebridge Wealth Management, Llc | 3.25% | 61,142 | $3,629,010 | $3,490,071 | -$138,939 | -3.83% | |
| Philip James Wealth Mangement, Llc | 0.35% | 52,788 | $3,133,184 | $3,013,213 | -$119,971 | -3.83% | |
| Independent Advisor Alliance | 0.07% | 48,378 | $2,871,415 | $2,761,484 | -$109,931 | -3.83% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 44,868 | $2,663,108 | $2,561,128 | -$101,980 | -3.83% | |
| Dickmeyer Boyce Financial Management, Inc. | 1.33% | 43,205 | $2,564,399 | $2,466,202 | -$98,197 | -3.83% | |
| Cwm, Llc | 0.01% | 48,264 | $2,555,942 | $2,754,977 | +$199,035 | +7.79% | |
| Strategic Financial Concepts, Llc | 0.71% | 40,184 | $2,385,073 | $2,293,759 | -$91,314 | -3.83% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 36,014 | $2,137,568 | $2,055,730 | -$81,838 | -3.83% | |
| Certuity, Llc | 0.10% | 35,508 | $2,107,553 | $2,026,846 | -$80,707 | -3.83% | |
| Captrust Financial Advisors | 0.00% | 33,300 | $1,976,452 | $1,900,811 | -$75,641 | -3.83% | |
| Private Advisor Group, Llc | 0.01% | 32,257 | $1,914,587 | $1,841,275 | -$73,312 | -3.83% | |
| Lifewealth Investments, Llc | 0.50% | 31,831 | $1,889,297 | $1,816,958 | -$72,339 | -3.83% | |
| Envestnet Asset Management Inc | 0.00% | 30,504 | $1,810,550 | $1,741,211 | -$69,339 | -3.83% | |
| Everstar Asset Management, Llc | 0.86% | 30,019 | $1,781,742 | $1,713,527 | -$68,215 | -3.83% | |
| Harbor Investment Advisory, Llc | 0.08% | 20,300 | $1,204,882 | $1,158,752 | -$46,130 | -3.83% | |
| Two Sigma Investments, Lp | 0.00% | 18,500 | $1,098,045 | $1,056,006 | -$42,039 | -3.83% | |
| Allworth Financial Lp | 0.00% | 17,940 | $1,064,836 | $1,024,040 | -$40,796 | -3.83% | |
| Cetera Investment Advisers | 0.00% | 16,327 | $969,076 | $931,968 | -$37,108 | -3.83% | |
| Jpmorgan Chase & Co | 0.00% | 16,272 | $960,980 | $928,829 | -$32,151 | -3.35% | |
| Precedent Wealth Partners, Llc | 0.15% | 15,681 | $930,727 | $895,093 | -$35,634 | -3.83% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 14,907 | $789,445 | $850,912 | +$61,467 | +7.79% | |
| Oppenheimer & Co Inc | 0.01% | 12,677 | $752,428 | $723,621 | -$28,807 | -3.83% | |
| Sovran Advisors, Llc | 0.05% | 11,258 | $681,231 | $642,622 | -$38,609 | -5.67% | |
| Team Financial Group, Llc | 0.25% | 10,044 | $596,137 | $573,326 | -$22,811 | -3.83% | |
| Wealthpoint Financial, Llc | 0.43% | 9,970 | $591,757 | $569,102 | -$22,655 | -3.83% | |
| Summit Financial, Llc | 0.01% | 9,587 | $569,032 | $547,239 | -$21,793 | -3.83% | |
| Princeton Global Asset Management Llc | 0.08% | 9,179 | $544,809 | $523,950 | -$20,859 | -3.83% | |
| Arkadios Wealth Advisors | 0.01% | 8,920 | $529,431 | $509,166 | -$20,265 | -3.83% | |
| Wealthcare Capital Partners, Llc | 0.22% | 8,919 | $529,375 | $509,109 | -$20,266 | -3.83% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 8,865 | $526,157 | $506,027 | -$20,130 | -3.83% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,743 | $518,930 | $499,063 | -$19,867 | -3.83% | |
| First National Bank Sioux Falls | 0.14% | 9,052 | $500,519 | $516,701 | +$16,182 | +3.23% | |
| Capital Management Corp | 0.07% | 8,100 | $480,766 | $462,359 | -$18,407 | -3.83% |
Frequently asked questions about DGRS
Who owns the most DGRS stock?
The largest holders of DGRS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE U.S. SMALLCAP QUA (DGRS).
Is DGRS widely held by superinvestors?
Many widely followed stocks like DGRS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DGRS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.