# WISDOMTREE TR (DGS)

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

- Reporting holders: 13
- Reported value: $10.1M
- 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 Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $7.6M | 120,947 | 6.8% | 6 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $619.4K | 9,804 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $479.7K | 7,568 | 0.0% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $313.6K | 4,964 | 0.0% | 15 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $286.2K | 4,530 | 0.0% | 15 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $276.2K | 4,363 | 0.1% | 17 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $221.2K | 3,502 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $218.4K | 3,456 | 0.0% | 19 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $37.9K | 600 | 0.0% | 3 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $16.6K | 263 | 0.0% | 15 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $13.6K | 215 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $821 | 13 | 0.0% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $126 | 2 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $10.1M |
| Q2 2026 | 255 | $1.2B |
| Q1 2026 | 258 | $1.1B |
| Q4 2025 | 253 | $1.0B |
| Q3 2025 | 233 | $1.0B |
| Q2 2025 | 232 | $1.0B |
| Q1 2025 | 226 | $996.9M |
| Q4 2024 | 245 | $1.2B |
| Q3 2024 | 234 | $1.6B |
| Q2 2024 | 231 | $1.6B |
| Q1 2024 | 222 | $2.1B |
| Q4 2023 | 214 | $2.4B |