WISDOMTREE TR (DGRS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
123
Reporting holders
$226.5M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $36.7M | 617,509 | 0.01% | 31q | +10.5%+$3.5M |
| MORGAN STANLEY | $31.8M | 535,104 | 0.00% | 35q | +2.7%+$823.0K |
| Stonebridge Financial Group, LLC | $17.2M | 289,800 | 1.30% | 7q | +2.9%+$487.9K |
| BANK OF AMERICA CORP /DE/ | $10.0M | 167,788 | 0.00% | 31q | -7.0%-$754.7K |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 141,714 | 0.00% | 7q | -37.6%-$5.1M |
| United Advisor Group, LLC | $7.6M | 127,703 | 0.80% | 10q | +2.4%+$180.2K |
| OSAIC HOLDINGS, INC. | $6.9M | 116,618 | 0.01% | 26q | +525.0%+$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 101,805 | 0.01% | 31q | -3.0%-$184.4K |
| UBS Group AG | $5.9M | 99,718 | 0.00% | 31q | -6.2%-$388.8K |
| Modern Wealth Management, LLC | $5.8M | 97,427 | 0.07% | 5q | +3.6%+$201.9K |
| XML Financial, LLC | $5.8M | 97,128 | 0.42% | 24q | -5.9%-$359.4K |
| Linscomb Wealth, Inc. | $5.7M | 96,203 | 0.25% | 31q | -4.5%-$266.5K |
| ROYAL BANK OF CANADA | $5.0M | 83,919 | 0.00% | 31q | -6.5%-$344.9K |
| COLUMBIA ADVISORY PARTNERS LLC | $4.7M | 79,482 | 2.60% | 7q | +1.0%+$47.5K |
| IFG Advisory, LLC | $4.5M | 75,781 | 0.16% | new | NEW |
| BANK OF NOVA SCOTIA | $3.8M | 63,280 | 0.01% | 2q | -25.1%-$1.3M |
| Stonebridge Wealth Management, LLC | $3.6M | 61,142 | 3.25% | 5q | -7.8%-$305.5K |
| Philip James Wealth Mangement, LLC | $3.1M | 52,788 | 0.35% | 9q | -4.4%-$143.2K |
| Independent Advisor Alliance | $2.9M | 48,378 | 0.07% | 5q | -11.0%-$354.8K |
| Stratos Wealth Partners, LTD. | $2.7M | 44,868 | 0.03% | 7q | -4.0%-$110.6K |
| Dickmeyer Boyce Financial Management, Inc. | $2.6M | 43,205 | 1.33% | 2q | +2.1%+$52.8K |
| Strategic Financial Concepts, LLC | $2.4M | 40,184 | 0.71% | 2q | +8.8%+$193.8K |
| Vestmark Advisory Solutions, Inc. | $2.1M | 36,014 | 0.02% | 6q | HELD |
| CERTUITY, LLC | $2.1M | 35,508 | 0.10% | 17q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 33,300 | 0.00% | 6q | HELD |
| Private Advisor Group, LLC | $1.9M | 32,257 | 0.01% | 13q | +9.4%+$163.9K |
| LifeWealth Investments, LLC | $1.9M | 31,831 | 0.50% | 6q | +12.4%+$207.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 30,504 | 0.00% | 19q | +6.4%+$108.9K |
| Everstar Asset Management, LLC | $1.8M | 30,019 | 0.86% | 8q | +16.3%+$250.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $1.2M | 20,300 | 0.08% | 16q | +43.1%+$362.9K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 18,500 | 0.00% | 2q | -36.4%-$629.2K |
| Allworth Financial LP | $1.1M | 17,940 | 0.00% | 17q | -1.6%-$17.4K |
| Cetera Investment Advisers | $969.1K | 16,327 | 0.00% | 10q | -1.0%-$9.9K |
| JPMORGAN CHASE & CO | $961.0K | 16,272 | 0.00% | 16q | +1.7%+$16.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $930.7K | 15,681 | 0.15% | 11q | -3.4%-$32.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $884.8K | 14,907 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $874.3K | 14,730 | 0.00% | 3q | +76.8%+$379.9K |
| Creative Planning | $797.8K | 13,442 | 0.00% | 24q | HELD |
| OPPENHEIMER & CO INC | $752.4K | 12,677 | 0.01% | 8q | +2.9%+$21.4K |
| Sovran Advisors, LLC | $681.2K | 11,258 | 0.05% | 7q | -3.9%-$27.4K |
| Team Financial Group, LLC | $596.1K | 10,044 | 0.25% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $592.3K | 9,979 | 0.00% | 31q | -2.4%-$14.6K |
| WealthPoint Financial, LLC | $591.8K | 9,970 | 0.43% | 3q | +8.5%+$46.2K |
| Summit Financial, LLC | $569.0K | 9,587 | 0.01% | 2q | -2.4%-$14.2K |
| Princeton Global Asset Management LLC | $544.8K | 9,179 | 0.08% | 23q | -2.6%-$14.4K |
| Arkadios Wealth Advisors | $529.4K | 8,920 | 0.01% | 6q | +8.3%+$40.8K |
| Wealthcare Capital Partners, LLC | $529.4K | 8,919 | 0.22% | 7q | +3.9%+$20.0K |
| Avidian Wealth Enterprises, LLC | $526.2K | 8,865 | 0.01% | 2q | -2.6%-$14.0K |
| EP Wealth Advisors, LLC | $518.9K | 8,743 | 0.00% | new | NEW |
| FIRST NATIONAL BANK SIOUX FALLS | $500.5K | 9,052 | 0.14% | 3q | HELD |
| CAPITAL MANAGEMENT CORP /VA | $480.8K | 8,100 | 0.07% | 31q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $479.3K | 8,076 | 0.06% | new | FIRST |
| IHT Wealth Management, LLC | $463.8K | 7,815 | 0.01% | 11q | -20.2%-$117.3K |
| Redmond Asset Management, LLC | $460.9K | 7,765 | 0.12% | 23q | +6.3%+$27.3K |
| Savant Capital, LLC | $448.9K | 7,976 | 0.00% | 2q | +108.1%+$233.2K |
| JONES FINANCIAL COMPANIES LLLP | $446.7K | 7,490 | 0.00% | 9q | +6.7%+$28.0K |
| Steward Partners Investment Advisory, LLC | $438.0K | 7,380 | 0.00% | 29q | HELD |
| FMR LLC | $423.1K | 7,128 | 0.00% | 21q | +235.0%+$296.8K |
| TopTier Wealth Management, LLC | $402.4K | 6,780 | 0.24% | 3q | HELD |
| CITADEL ADVISORS LLC | $385.9K | 6,502 | 0.00% | new | NEW |
| Quartz Partners, LLC | $385.0K | 6,486 | 0.13% | 8q | +6.3%+$22.8K |
| Asset Dedication, LLC | $381.3K | 6,424 | 0.02% | 31q | HELD |
| Rockefeller Capital Management L.P. | $373.0K | 6,283 | 0.00% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $370.7K | 6,302 | 0.00% | 12q | -6.9%-$27.5K |
| RMR Wealth Builders | $366.1K | 6,167 | 0.02% | 20q | -2.6%-$9.8K |
| Sanctuary Advisors, LLC | $353.0K | 5,947 | 0.00% | 9q | -4.1%-$15.0K |
| Joseph Group Capital Management | $351.5K | 5,923 | 0.07% | 19q | -2.6%-$9.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $339.9K | 5,727 | 0.01% | 31q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $331.2K | 5,579 | 0.09% | 15q | -3.0%-$10.3K |
| Kestra Advisory Services, LLC | $322.4K | 5,432 | 0.00% | 13q | -32.3%-$153.6K |
| Marshall & Sterling Wealth Advisors Inc. | $320.9K | 5,407 | 0.19% | 7q | -34.0%-$165.5K |
| Cascade Financial Partners, LLC | $318.8K | 5,372 | 0.03% | 10q | HELD |
| STIFEL FINANCIAL CORP | $315.6K | 5,317 | 0.00% | 11q | -2.2%-$7.2K |
| Venturi Wealth Management, LLC | $305.5K | 5,148 | 0.01% | 14q | -0.5%-$1.5K |
| IMC-Chicago, LLC | $305.4K | 5,146 | 0.00% | 2q | +12.4%+$33.7K |
| Atria Investments, Inc | $278.5K | 4,692 | 0.00% | 4q | -4.6%-$13.4K |
| Founders Financial Alliance, LLC | $270.1K | 4,550 | 0.04% | 10q | -95.2%-$5.4M |
| Chicago Partners Investment Group LLC | $269.9K | 4,535 | 0.01% | 23q | -3.5%-$9.9K |
| HUNTINGTON NATIONAL BANK | $266.8K | 4,495 | 0.00% | 2q | -1.3%-$3.6K |
| Empirical Asset Management, LLC | $245.8K | 4,141 | 0.06% | 9q | -5.4%-$14.1K |
| Farther Finance Advisors, LLC | $231.8K | 3,905 | 0.00% | new | NEW |
| Redwood Family Wealth LLC | $223.6K | 3,766 | 0.20% | 2q | -4.3%-$10.1K |
| Beacon Financial Advisory LLC | $218.5K | 3,681 | 0.04% | 6q | -4.4%-$10.1K |
| TRUIST FINANCIAL CORP | $218.0K | 3,674 | 0.00% | new | NEW |
| OPTIMA CAPITAL LLC | $214.8K | 3,619 | 0.08% | new | NEW |
| Bison Wealth, LLC | $204.6K | 3,473 | 0.02% | 3q | -11.4%-$26.3K |
| Gateway Wealth Partners, LLC | $202.5K | 3,411 | 0.01% | 2q | -53.0%-$228.1K |
| Seek First Inc. | $200.7K | 3,381 | 0.13% | new | NEW |
| BANK OF MONTREAL /CAN/ | $195.9K | 3,300 | 0.00% | 9q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $154.2K | 2,600 | 0.00% | 10q | HELD |
| REAP Financial Group, LLC | $139.1K | 2,344 | 0.02% | 11q | -30.1%-$59.8K |
| Integrated Wealth Concepts LLC | $132.6K | 2,234 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $117.5K | 1,980 | 0.00% | 7q | -2.5%-$3.0K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $108.3K | 1,824 | 0.01% | 21q | -1.3%-$1.4K |
| Global Retirement Partners, LLC | $101.7K | 1,713 | 0.00% | 16q | -8.4%-$9.3K |
| Golden State Wealth Management, LLC | $73.9K | 1,244 | 0.01% | 7q | -11.8%-$9.9K |
| PNC Financial Services Group, Inc. | $70.6K | 1,189 | 0.00% | 29q | HELD |
| BLAIR WILLIAM & CO/IL | $69.4K | 1,170 | 0.00% | 24q | HELD |
| Ancora Advisors LLC | $64.8K | 1,091 | 0.00% | 27q | HELD |
| LANARK FINANCIAL, INC. | $64.4K | 1,084 | 0.00% | 6q | +3.4%+$2.1K |
Showing the largest 100 of 131 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 123 | $226.5M | 3,817,747 | 12 | 30 | 47 | 0.0% |
| Q1 2026 | 120 | $215.7M | 4,071,444 | 17 | 35 | 34 | 0.0% |
| Q4 2025 | 116 | $201.8M | 4,062,260 | 9 | 30 | 47 | 0.0% |
| Q3 2025 | 116 | $216.8M | 4,337,093 | 10 | 31 | 43 | 0.0% |
| Q2 2025 | 114 | $211.9M | 4,544,873 | 4 | 41 | 33 | 0.0% |
| Q1 2025 | 113 | $209.8M | 4,512,101 | 9 | 45 | 34 | 0.0% |
| Q4 2024 | 123 | $280.7M | 5,478,964 | 18 | 40 | 24 | 0.0% |
| Q3 2024 | 102 | $210.6M | 4,079,870 | 13 | 36 | 26 | 0.1% |
| Q2 2024 | 96 | $204.5M | 4,336,858 | 12 | 27 | 30 | 0.0% |
| Q1 2024 | 89 | $227.5M | 4,585,411 | 13 | 24 | 25 | 0.0% |
| Q4 2023 | 83 | $179.0M | 3,773,104 | 9 | 25 | 26 | 0.0% |
| Q3 2023 | 79 | $137.5M | 3,337,018 | 6 | 25 | 23 | 0.0% |
| Q2 2023 | 76 | $109.9M | 2,587,459 | 6 | 24 | 19 | 0.0% |
| Q1 2023 | 77 | $102.3M | 2,462,208 | 9 | 24 | 18 | 0.0% |
| Q4 2022 | 70 | $94.5M | 2,346,330 | 7 | 18 | 23 | 0.0% |
| Q3 2022 | 79 | $100.2M | 2,782,101 | 6 | 28 | 15 | 0.0% |
| Q2 2022 | 83 | $116.5M | 2,929,829 | 11 | 24 | 19 | 0.0% |
| Q1 2022 | 73 | $121.9M | 2,727,866 | 4 | 31 | 12 | 0.0% |
| Q4 2021 | 74 | $118.9M | 2,496,482 | 4 | 26 | 16 | 0.0% |
| Q3 2021 | 67 | $102.0M | 2,289,925 | 4 | 25 | 16 | 0.0% |
| Q2 2021 | 69 | $107.5M | 2,310,610 | 9 | 19 | 16 | 0.0% |
| Q1 2021 | 67 | $99.3M | 2,160,832 | 10 | 18 | 17 | 0.0% |
| Q4 2020 | 59 | $65.9M | 1,662,082 | 10 | 19 | 13 | 0.0% |
| Q3 2020 | 51 | $41.6M | 1,349,514 | 5 | 11 | 20 | 0.0% |
| Q2 2020 | 52 | $41.7M | 1,383,971 | 6 | 14 | 18 | 0.0% |
| Q1 2020 | 56 | $33.3M | 1,310,903 | 8 | 13 | 17 | 0.0% |
| Q4 2019 | 59 | $61.9M | 1,640,514 | 3 | 18 | 15 | 0.0% |
| Q3 2019 | 54 | $54.7M | 1,537,764 | 10 | 12 | 13 | 0.0% |
| Q2 2019 | 53 | $55.3M | 1,556,674 | 8 | 20 | 15 | 0.0% |
| Q1 2019 | 48 | $57.3M | 1,649,807 | 7 | 14 | 12 | 0.0% |
| Q4 2018 | 48 | $45.5M | 1,461,306 | 1 | 1 | 2 | 0.0% |