DGRS Institutional Ownership & Shareholders
WISDOMTREE U.S. SMALLCAP QUA (DGRS) is currently held by 126 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $232.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $35.64M, representing an estimated loss of -2.77% 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
126
Total Reported Value
$232.99M
Largest Holder
Lpl Financial Llc
Largest Position
$36.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
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 | $35,635,889 | -$1,015,582 | -2.77% | |
| Morgan Stanley | 0.00% | 535,104 | $31,760,520 | $30,880,370 | -$880,150 | -2.77% | |
| Stonebridge Financial Group, Llc | 1.22% | 295,453 | $16,529,384 | $17,050,327 | +$520,943 | +3.15% | |
| Bank Of America Corp | 0.00% | 167,788 | $9,958,807 | $9,682,894 | -$275,913 | -2.77% | |
| Lvm Capital Management Ltd/Mi | 0.71% | 152,027 | $8,505,287 | $8,773,341 | +$268,054 | +3.15% | |
| Raymond James Financial Inc | 0.00% | 141,714 | $8,411,247 | $8,178,187 | -$233,060 | -2.77% | |
| United Advisor Group, Llc | 0.80% | 127,703 | $7,579,669 | $7,369,625 | -$210,044 | -2.77% | |
| Osaic Holdings, Inc. | 0.01% | 116,618 | $6,921,225 | $6,729,920 | -$191,305 | -2.76% | |
| Ubs Group Ag | 0.00% | 99,718 | $5,918,662 | $5,754,636 | -$164,026 | -2.77% | |
| Modern Wealth Management, Llc | 0.07% | 97,427 | $5,782,663 | $5,622,424 | -$160,239 | -2.77% | |
| Linscomb Wealth, Inc. | 0.25% | 96,203 | $5,709,999 | $5,551,789 | -$158,210 | -2.77% | |
| Xml Financial, Llc | 0.40% | 99,252 | $5,552,724 | $5,727,744 | +$175,020 | +3.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 97,463 | $5,452,630 | $5,624,502 | +$171,872 | +3.15% | |
| Royal Bank Of Canada | 0.00% | 83,919 | $4,981,000 | $4,842,890 | -$138,110 | -2.77% | |
| Ifg Advisory, Llc | 0.16% | 75,781 | $4,497,897 | $4,373,253 | -$124,644 | -2.77% | |
| Columbia Advisory Partners Llc | 2.32% | 75,279 | $4,211,529 | $4,344,283 | +$132,754 | +3.15% | |
| Bank Of Nova Scotia | 0.01% | 63,280 | $3,755,908 | $3,651,832 | -$104,076 | -2.77% | |
| Stonebridge Wealth Management, Llc | 2.94% | 59,134 | $3,308,305 | $3,412,570 | +$104,265 | +3.15% | |
| Philip James Wealth Mangement, Llc | 0.32% | 52,148 | $2,917,460 | $3,009,414 | +$91,954 | +3.15% | |
| Independent Advisor Alliance | 0.07% | 48,378 | $2,871,415 | $2,791,851 | -$79,564 | -2.77% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 44,868 | $2,663,108 | $2,589,292 | -$73,816 | -2.77% | |
| Cwm, Llc | 0.01% | 48,264 | $2,555,942 | $2,785,272 | +$229,330 | +8.97% | |
| Dickmeyer Boyce Financial Management, Inc. | 1.24% | 43,241 | $2,419,164 | $2,495,399 | +$76,235 | +3.15% | |
| Strategic Financial Concepts, Llc | 0.71% | 40,184 | $2,385,073 | $2,318,982 | -$66,091 | -2.77% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 36,014 | $2,137,568 | $2,078,336 | -$59,232 | -2.77% | |
| Captrust Financial Advisors | 0.00% | 33,300 | $1,976,452 | $1,921,713 | -$54,739 | -2.77% | |
| Certuity, Llc | 0.09% | 35,264 | $1,972,888 | $2,035,054 | +$62,166 | +3.15% | |
| Private Advisor Group, Llc | 0.01% | 32,257 | $1,914,587 | $1,861,522 | -$53,065 | -2.77% | |
| Lifewealth Investments, Llc | 0.51% | 32,919 | $1,841,688 | $1,899,726 | +$58,038 | +3.15% | |
| Envestnet Asset Management Inc | 0.00% | 30,504 | $1,810,550 | $1,760,358 | -$50,192 | -2.77% | |
| Everstar Asset Management, Llc | 0.86% | 30,019 | $1,781,742 | $1,732,369 | -$49,373 | -2.77% | |
| Harbor Investment Advisory, Llc | 0.08% | 20,072 | $1,122,946 | $1,158,337 | +$35,391 | +3.15% | |
| Two Sigma Investments, Lp | 0.00% | 18,500 | $1,098,045 | $1,067,618 | -$30,427 | -2.77% | |
| Allworth Financial Lp | 0.00% | 17,940 | $1,064,836 | $1,035,301 | -$29,535 | -2.77% | |
| Cetera Investment Advisers | 0.00% | 16,327 | $969,076 | $942,216 | -$26,860 | -2.77% | |
| Jpmorgan Chase & Co | 0.00% | 16,272 | $960,980 | $939,042 | -$21,938 | -2.28% | |
| Precedent Wealth Partners, Llc | 0.13% | 14,694 | $822,069 | $847,978 | +$25,909 | +3.15% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 14,907 | $789,445 | $860,270 | +$70,825 | +8.97% | |
| Creative Planning | 0.00% | 13,453 | $752,617 | $776,361 | +$23,744 | +3.15% | |
| Oppenheimer & Co Inc | 0.01% | 13,121 | $734,066 | $757,201 | +$23,135 | +3.15% | |
| Sovran Advisors, Llc | 0.04% | 11,095 | $645,914 | $640,282 | -$5,632 | -0.87% | |
| Wealthpoint Financial, Llc | 0.43% | 9,970 | $591,757 | $575,360 | -$16,397 | -2.77% | |
| Summit Financial, Llc | 0.01% | 9,587 | $569,032 | $553,257 | -$15,775 | -2.77% | |
| First National Bank Sioux Falls | 0.17% | 9,896 | $553,641 | $571,089 | +$17,448 | +3.15% | |
| Team Financial Group, Llc | 0.22% | 9,744 | $545,152 | $562,317 | +$17,165 | +3.15% | |
| Arkadios Wealth Advisors | 0.01% | 8,920 | $529,431 | $514,765 | -$14,666 | -2.77% | |
| Ep Wealth Advisors, Llc | 0.00% | 8,743 | $518,930 | $504,551 | -$14,379 | -2.77% | |
| Wealthcare Capital Partners, Llc | 0.20% | 8,627 | $482,656 | $497,856 | +$15,200 | +3.15% | |
| Opes Wealth Management Llc | 0.08% | 8,868 | $469,630 | $511,764 | +$42,134 | +8.97% | |
| Iht Wealth Management, Llc | 0.01% | 7,815 | $463,843 | $450,997 | -$12,846 | -2.77% |
Frequently asked questions about DGRS
Who are the largest institutional holders of DGRS?
The largest institutional holders of DGRS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Stonebridge Financial Group, Llc, Bank Of America Corp, and Lvm Capital Management Ltd/Mi. InsiderSet ranks institutional holders by their latest reported DGRS position.
What is DGRS institutional ownership?
This page tracks DGRS positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE U.S. SMALLCAP QUA (DGRS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGRS?
InsiderSet currently tracks 126 institutional managers reporting DGRS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGRS shareholders.
How much DGRS stock do institutions own?
Institutional investment managers disclosed approximately $232.99M in DGRS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGRS institutional ownership last updated?
The latest DGRS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGRS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGRS position after the reporting date.
Are institutions buying or selling DGRS?
Institutional buying and selling can be analyzed by comparing DGRS positions across consecutive 13F reporting periods. InsiderSet's DGRS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGRS ownership changes.
How has DGRS institutional ownership changed over time?
InsiderSet tracks DGRS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.