WISDOMTREE U.S. SMALLCAP QUA DGRS
$58.69
-0.7% 52w: $44.33 – $59.64
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data44.3351.9959.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
126
+1 QoQ
13F value
$224.9M
+4.7% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.0×
$5K calls / $155K puts
Institutional value by quarter
Number of holders
Who owns DGRS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 558.9K | $29.6M | 0.0% | +2.1% |
| MORGAN STANLEY | Bank broker | 521.2K | $27.6M | 0.0% | +16.7% |
| Stonebridge Financial Group, LLC | Wealth advisor | 281.6K | $14.9M | 1.2% | +8.1% |
| Lido Advisors, LLC | Wealth advisor | 235.6K | $12.5M | 0.0% | -6.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 227.0K | $12.0M | 0.0% | -45.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 180.5K | $9.6M | 0.0% | -3.0% |
| LVM CAPITAL MANAGEMENT LTD/MI ★2 | Fundamental diversified | 144.1K | $7.6M | 0.7% | +4.8% |
| United Advisor Group, LLC | Wealth advisor | 124.7K | $6.6M | 0.8% | +2.6% |
| UBS Group AG | Bank broker | 106.3K | $5.6M | 0.0% | +6.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 104.9K | $5.6M | 0.0% | +3.6% |
| XML Financial, LLC | Wealth advisor | 103.2K | $5.5M | 0.4% | +10.2% |
| Linscomb Wealth, Inc. | Wealth advisor | 100.7K | $5.3M | 0.2% | -14.1% |
| Founders Financial Alliance, LLC | Other | 95.2K | $5.0M | 0.9% | +2.6% |
| Modern Wealth Management, LLC | Wealth advisor | 94.0K | $5.0M | 0.1% | +23.2% |
| ROYAL BANK OF CANADA | Bank broker | 89.7K | $4.8M | 0.0% | -3.2% |
| BANK OF NOVA SCOTIA | Bank broker | 84.4K | $4.5M | 0.0% | New |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 78.7K | $4.2M | 2.7% | -0.9% |
| Stonebridge Wealth Management, LLC | Wealth advisor | 66.3K | $3.5M | 3.4% | -11.6% |
| Philip James Wealth Mangement, LLC ★2 | Fundamental diversified | 55.2K | $2.9M | 0.3% | -28.4% |
| Independent Advisor Alliance | Wealth advisor | 54.4K | $2.9M | 0.0% | +22.9% |
| CWM, LLC | Wealth advisor | 48.3K | $2.6M | 0.0% | -4.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 46.7K | $2.5M | 0.0% | -11.5% |
| Dickmeyer Boyce Financial Management, Inc. | Other | 42.3K | $2.2M | 1.3% | — |
| Strategic Financial Concepts, LLC | Wealth advisor | 36.9K | $2.0M | 0.5% | New |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 36.0K | $1.9M | 0.0% | +6.2% |
| CERTUITY, LLC | Other | 35.5K | $1.9M | 0.1% | -21.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 33.3K | $1.8M | 0.0% | -8.4% |
| Private Advisor Group, LLC | Wealth advisor | 29.5K | $1.6M | 0.0% | +0.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 29.1K | $1.5M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.7K | $1.5M | 0.0% | +11.1% |
| LifeWealth Investments, LLC | Wealth advisor | 28.3K | $1.5M | 0.4% | +19.5% |
| Everstar Asset Management, LLC | Wealth advisor | 25.8K | $1.4M | 0.7% | +4.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.7K | $1.1M | 0.0% | +6.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 18.7K | $988K | 0.0% | +113.5% |
| Allworth Financial LP | Wealth advisor | 18.2K | $966K | 0.0% | -1.7% |
| Cetera Investment Advisers | Wealth advisor | 16.5K | $874K | 0.0% | -18.0% |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 16.2K | $859K | 0.2% | +1.3% |
| JPMORGAN CHASE & CO | Bank broker | 16.0K | $836K | 0.0% | +9.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 14.9K | $789K | 0.0% | New |
| HARBOR INVESTMENT ADVISORY, LLC | Diversified mechanical | 14.2K | $751K | 0.1% | +23.3% |
| Creative Planning | Wealth advisor | 13.4K | $711K | 0.0% | -1.1% |
| Ascentis Independent Advisors | Other | 13.1K | $696K | 0.1% | New |
| Sovran Advisors, LLC | Wealth advisor | 11.7K | $668K | 0.1% | +2.4% |
| OPPENHEIMER & CO INC | Diversified mechanical | 12.3K | $652K | 0.0% | +6.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.2K | $541K | 0.0% | +2.2% |
| Team Financial Group, LLC | Wealth advisor | 10.0K | $530K | 0.2% | -9.7% |
| Summit Financial, LLC | Wealth advisor | 9.8K | $520K | 0.0% | New |
| WealthPoint Financial, LLC | Wealth advisor | 9.8K | $519K | 0.4% | +6.6% |
| IHT Wealth Management, LLC | Wealth advisor | 9.8K | $519K | 0.0% | -10.3% |
| FIRST NATIONAL BANK SIOUX FALLS | Wealth advisor | 9.1K | $501K | 0.1% | +3.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.