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WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) Institutional Ownership

WisdomTree U.S. SmallCap Quality Dividend Growth Fund logo
$48.94 +0.21 (+0.42%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (NASDAQ:DGRS)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$3.08M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$6.65M
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DGRS Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Quality Dividend Growth Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 LVM Capital Management Ltd. MI139,379$6.49M0.7%+2.2%1.758%
5/9/2025Cary Street Partners Financial LLC4,495$209K0.0%N/A0.057%
5/8/2025Arkadios Wealth Advisors5,875$273K0.0%N/A0.074%
4/28/2025Private Trust Co. NA1,013$47K0.0%N/A0.013%
4/23/2025Creative Financial Designs Inc. ADV2,118$98K0.0%-25.3%0.026%
4/23/2025Team Financial Group LLC17,839$830K0.5%-67.7%0.217%
4/21/2025ORG Partners LLC2,696$126K0.0%+242.1%0.033%
4/11/2025Princeton Global Asset Management LLC20,142$937K0.2%-10.3%0.246%
4/9/2025 Harbor Investment Advisory LLC14,122$657K0.1%-11.6%0.172%
4/9/2025NBC Securities Inc.1,511$70K0.0%N/A0.018%
4/8/2025 LVM Capital Management Ltd. MI136,317$6.34M0.7%+0.9%1.662%
2/18/2025Sunbelt Securities Inc.6,275$320K0.0%+5.9%0.070%
2/12/2025JPMorgan Chase & Co.13,329$683K0.0%+13.8%0.149%
2/6/2025SBI Securities Co. Ltd.2,117$108K0.0%N/A0.024%
2/6/2025Jones Financial Companies Lllp1,235$63K0.0%+39.5%0.014%
1/24/2025Princeton Global Asset Management LLC22,455$1.15M0.2%+6.9%0.245%
1/21/2025Team Financial Group LLC55,231$2.83M1.7%-44.0%0.609%
1/17/2025Janney Montgomery Scott LLC4,038$207K0.0%N/A0.045%
1/10/2025 LVM Capital Management Ltd. MI135,035$6.92M0.7%+5.7%1.484%
1/10/2025ORG Partners LLC788$40K0.0%N/A0.009%
12/26/2024JPMorgan Chase & Co.11,712$604K0.0%-41.4%0.144%
11/18/2024Sunbelt Securities Inc.5,925$305K0.0%+64.8%0.073%
10/30/2024United Advisor Group LLC70,181$3.62M0.8%+27.8%0.862%
10/29/2024Princeton Global Asset Management LLC21,002$1.08M0.2%+23.9%0.258%
10/28/2024Creative Financial Designs Inc. ADV2,838$146K0.0%-37.1%0.035%
10/23/2024Team Financial Group LLC98,640$5.08M3.1%-17.7%1.212%
10/5/2024 Harbor Investment Advisory LLC15,970$823K0.1%+10.6%0.197%
8/16/2024Sunbelt Securities Inc.3,595$169K0.0%+74.5%0.046%
8/14/2024Team Financial Group LLC119,821$5.65M3.8%-13.1%1.548%
4/12/2024 Harbor Investment Advisory LLC16,426$815K0.1%-23.2%0.232%
3/8/2024ICA Group Wealth Management LLC591$28K0.0%N/A0.009%
1/26/2024 Harbor Investment Advisory LLC21,399$1.02M0.1%+37.7%0.315%
1/12/2024 LVM Capital Management Ltd. MI109,255$5.18M0.7%+10.9%1.631%
1/10/2024Creative Financial Designs Inc. ADV2,453$116K0.0%+38.1%0.037%
12/11/2023Sunbelt Securities Inc.912$38K0.0%+55.9%0.014%
11/3/2023ORG Partners LLC3,023$124K0.0%N/A0.046%
10/27/2023Princeton Global Asset Management LLC11,477$473K0.1%-8.1%0.177%
10/13/2023 Harbor Investment Advisory LLC15,539$640K0.1%+35.7%0.244%
10/10/2023 LVM Capital Management Ltd. MI98,555$4.06M0.6%+7.4%1.545%
8/4/2023Princeton Global Asset Management LLC12,490$530K0.2%-2.6%0.219%
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8/2/2023Waverton Investment Management Ltd20,990$976K0.0%-2.1%0.368%
7/26/2023Creative Financial Designs Inc. ADV1,444$61K0.0%+113.0%0.026%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,081$88K0.0%+13.1%0.037%
7/14/2023 Harbor Investment Advisory LLC11,449$486K0.1%+16.0%0.203%
7/7/2023 LVM Capital Management Ltd. MI91,806$3.90M0.5%+5.9%1.631%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC1,840$76K0.0%N/A0.034%
4/24/2023Asset Dedication LLC6,424$267K0.0%+23.1%0.120%
4/20/2023Princeton Global Asset Management LLC12,817$533K0.2%+4.9%0.240%
4/17/2023 LVM Capital Management Ltd. MI86,696$3.60M0.5%+20.8%1.624%
4/12/2023Private Trust Co. NA689$29K0.0%N/A0.013%
2/10/2023CoreCap Advisors LLC1,408$57K0.0%N/A0.026%
2/2/2023Waverton Investment Management Ltd21,440$943K0.0%-4.9%0.403%
1/24/2023 Harbor Investment Advisory LLC9,873$397K0.1%+493.0%0.186%
1/18/2023Well Done LLC17,775$715K0.2%N/A0.335%
1/3/2023 LVM Capital Management Ltd. MI71,776$2.89M0.4%+11.4%1.421%
11/15/2022Flow Traders U.S. LLC11,479$413K0.0%N/A0.227%
11/14/2022Princeton Global Asset Management LLC12,217$439K0.2%-5.2%0.242%
11/1/2022 Harbor Investment Advisory LLC1,665$60K0.0%N/A0.033%
10/5/2022 LVM Capital Management Ltd. MI64,426$2.32M0.4%+37.1%1.228%
9/16/2022Private Trust Co. NA1,739$69K0.0%N/A0.033%
8/11/2022CoreCap Advisors LLC3,614$143K0.0%-20.3%0.069%
8/4/2022Princeton Global Asset Management LLC12,892$512K0.2%-4.6%0.247%
7/29/2022Patriot Financial Group Insurance Agency LLC4,217$167K0.0%+84.3%0.079%
7/20/2022Cadence Bank NA7,116$283K0.1%-5.1%0.135%
7/14/2022 LVM Capital Management Ltd. MI46,983$1.87M0.3%+9.1%0.900%
7/13/2022Waverton Investment Management Ltd22,540$1.01M0.0%+2.0%0.432%
5/11/2022Patriot Financial Group Insurance Agency LLC2,288$102K0.0%+31.5%0.045%
5/6/2022Princeton Global Asset Management LLC13,509$603K0.2%-4.4%0.265%
4/21/2022Asset Dedication LLC5,152$229K0.0%+6.9%0.102%
4/18/2022Cadence Bank NA7,497$335K0.1%+8.5%0.148%
4/13/2022 LVM Capital Management Ltd. MI43,073$1.92M0.3%+5.3%0.852%
2/10/2022Linscomb & Williams Inc.226,260$10.77M0.5%-8.8%4.585%
2/7/2022Waverton Investment Management Ltd22,020$1.17M0.0%+7.1%0.446%
2/2/2022Princeton Global Asset Management LLC14,134$673K0.2%+5.9%0.286%
1/28/2022Amplius Wealth Advisors LLC3,000$142K0.0%N/A0.064%
1/24/2022Private Wealth Strategies L.L.C.236,043$11.23M2.6%+4.5%5.038%
1/19/2022Cadence Bank NA6,912$329K0.1%-9.2%0.149%
1/4/2022 LVM Capital Management Ltd. MI40,898$1.95M0.3%-3.4%0.892%
11/24/2021Patriot Financial Group Insurance Agency LLC1,671$74K0.0%+21.0%0.036%
11/15/2021Flow Traders U.S. LLC16,463$730K0.0%-2.7%0.364%
11/3/2021Linscomb & Williams Inc.248,054$11.01M0.6%-4.0%5.506%
11/3/2021Princeton Global Asset Management LLC592$59K0.2%-95.6%0.013%
11/2/2021Parallel Advisors LLC627$28K0.0%-57.4%0.014%
10/22/2021Cadence Bank NA7,609$337K0.1%-7.4%0.170%
10/19/2021Ellevest Inc.908$40K0.0%-26.0%0.021%
10/18/2021Asset Dedication LLC4,602$204K0.0%+8.0%0.108%
10/18/2021Waverton Investment Management Ltd20,560$1.10M0.0%+5.0%0.481%
10/8/2021Creative Financial Designs Inc. ADV696$31K0.0%+67.3%0.016%
8/24/2021Flow Traders U.S. LLC16,928$787K0.0%N/A0.392%
8/13/2021Steward Partners Investment Advisory LLC3,775$175K0.0%-9.1%0.087%
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8/10/2021Linscomb & Williams Inc.258,487$12.01M0.6%-2.5%5.963%
8/6/2021Parallel Advisors LLC1,471$68K0.0%N/A0.034%
8/4/2021Princeton Global Asset Management LLC13,480$626K0.2%+32.4%0.310%
8/2/2021Waverton Investment Management Ltd19,590$1.07M0.0%+20.0%0.449%
8/1/2021Patriot Financial Group Insurance Agency LLC1,381$64K0.0%-24.4%0.032%
5/14/2021O Shaughnessy Asset Management LLC2,026$93K0.0%N/A0.048%
(Data available from 1/1/2016 forward)

DGRS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRS shares?

During the previous two years, 19 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Quality Dividend Growth Fund. The most heavily invested institutionals were LVM Capital Management Ltd. MI ($6.49M), United Advisor Group LLC ($3.62M), Waverton Investment Management Ltd ($976K), Princeton Global Asset Management LLC ($937K), Team Financial Group LLC ($830K), JPMorgan Chase & Co. ($683K), and Harbor Investment Advisory LLC ($657K).Learn more on WisdomTree U.S. SmallCap Quality Dividend Growth Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Quality Dividend Growth Fund's stock?

Of the 17 institutional investors that purchased WisdomTree U.S. SmallCap Quality Dividend Growth Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LVM Capital Management Ltd. MI ($34.21K), United Advisor Group LLC ($15.25K), Harbor Investment Advisory LLC ($13.06K), Arkadios Wealth Advisors ($5.88K), ORG Partners LLC ($5.72K), Princeton Global Asset Management LLC ($5.51K), and Sunbelt Securities Inc. ($4.54K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Quality Dividend Growth Fund?

Institutional investors have bought a total of 61,864 shares in the last 24 months. This purchase volume represents approximately $3.08M in transactions.

Which of WisdomTree U.S. SmallCap Quality Dividend Growth Fund's major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock in the last 24 months: Team Financial Group LLC ($120.10K), JPMorgan Chase & Co. ($8.29K), Creative Financial Designs Inc. ADV ($2.39K), Princeton Global Asset Management LLC ($2.31K), and Harbor Investment Advisory LLC ($1.86K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Quality Dividend Growth Fund?

Institutional investors have sold a total of 134,950 shares in the last 24 months. This volume of shares sold represents approximately $6.65M in transactions.


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This page (NASDAQ:DGRS) was last updated on 7/6/2025 by MarketBeat.com Staff
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