# WISDOMTREE TR (DGRS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DGRS/

- Reporting holders: 6
- Reported value: $22.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $16.5M | 295,453 | 1.2% | 8 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $3.3M | 59,134 | 2.9% | 6 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $2.4M | 43,241 | 1.2% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $428.4K | 7,657 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $219.5K | 3,924 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $19.8K | 354 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $22.9M |
| Q2 2026 | 131 | $241.9M |
| Q1 2026 | 127 | $225.2M |
| Q4 2025 | 126 | $215.0M |
| Q3 2025 | 126 | $234.3M |
| Q2 2025 | 122 | $227.4M |
| Q1 2025 | 122 | $225.8M |
| Q4 2024 | 131 | $297.2M |
| Q3 2024 | 109 | $224.1M |
| Q2 2024 | 103 | $219.2M |
| Q1 2024 | 97 | $244.6M |
| Q4 2023 | 91 | $196.2M |