Who owns DGRS?
WisdomTree U.S. SmallCap Quality Dividend Growth Fund · WisdomTree
131 institutions reported holding DGRS, worth $239.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DGRS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $36.7M | 617,509 | +58,653 shares |
| Morgan Stanley | New York, NY | $31.8M | 535,104 | +13,866 shares |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | $17.2M | 289,800 | +8,221 shares |
| Bank of America Corp. | Charlotte, NC | $10.0M | 167,788 | −12,716 shares |
| LVM Capital Management Ltd. | Portage, MI | $8.8M | 148,480 | +4,386 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.4M | 141,714 | −85,250 shares |
| United Advisor Group, LLC | Cincinnati, OH | $7.6M | 127,703 | +3,036 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.9M | 116,618 | +97,959 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.0M | 101,805 | −3,107 shares |
| UBS Group AG | Zurich, Switzerland | $5.9M | 99,718 | −6,551 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: DGRS vs ISMD, DGRS vs PSCT, DGRS vs QVMS, DGRS vs SMIZ.
Frequently asked questions
Who owns DGRS?
131 institutional managers reported holding DGRS in Form 13F filings for June 30, 2026, worth $239.3M in total. The largest reported position was held by LPL Financial LLC, at $36.7M.
Did institutions buy or sell DGRS last quarter?
Reported 13F value rose 8.1% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DGRS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.