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

WisdomTree U.S. SmallCap Quality Dividend Growth Fund logo
$57.02 +0.57 (+1.01%)
Closing price 03:46 PM Eastern
Extended Trading
$57.00 -0.02 (-0.03%)
As of 07:30 PM Eastern
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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)
8
Total
Institutional Inflows
(last 12 months)
$2.73M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.64M
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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
8/22/2026Compass Financial Management LLC8,076$479K0.1%N/A0.119%
8/12/2026Compass Financial Management LLC8,076$479K0.1%N/A0.119%
7/10/2026LVM Capital Management Ltd. MI148,480$8.81M0.7%+3.0%2.203%
7/7/2026Harbor Investment Advisory LLC20,300$1.21M0.1%+43.1%0.301%
5/19/2026Arkadios Wealth Advisors8,233$436K0.0%+17.7%0.122%
5/6/2026Bessemer Group Inc.3,527$187K0.0%-43.8%0.052%
5/4/2026Team Financial Group LLC10,009$530K0.2%-9.7%0.148%
4/24/2026Harbor Investment Advisory LLC14,185$751K0.1%+23.3%0.210%
4/22/2026Princeton Global Asset Management LLC9,422$499K0.1%-48.4%0.141%
4/22/2026Venturi Wealth Management LLC5,174$274K0.0%-43.7%0.077%
4/17/2026First National Bank Sioux Falls9,052$501K0.1%+3.1%0.135%
2/23/2026Virtu Financial LLC7,325$363K0.0%-37.5%0.108%
2/20/2026Sunbelt Securities Inc.3,020$150K0.0%-20.9%0.044%
2/17/2026Captrust Financial Advisors36,359$1.80M0.0%-3.7%0.535%
2/13/2026Arkadios Wealth Advisors6,996$347K0.0%-3.3%0.103%
1/30/2026First National Bank Sioux Falls8,779$436K0.1%N/A0.129%
1/20/2026Princeton Global Asset Management LLC18,257$906K0.1%-6.7%0.268%
1/13/2026Team Financial Group LLC11,080$550K0.2%-5.3%0.161%
1/12/2026LVM Capital Management Ltd. MI137,487$6.82M0.6%-0.2%1.998%
1/7/2026Harbor Investment Advisory LLC11,502$571K0.0%-1.7%0.168%
1/1/2026JPMorgan Chase & Co.13,027$651K0.0%-10.1%0.184%
11/19/2025Sunbelt Securities Inc.3,820$191K0.0%-39.1%0.054%
11/19/2025Captrust Financial Advisors37,771$1.89M0.0%-26.0%0.534%
11/12/2025Creative Financial Designs Inc. ADV1,615$81K0.0%-17.5%0.023%
11/7/2025JPMorgan Chase & Co.13,027$651K0.0%-10.1%0.184%
11/5/2025Bessemer Group Inc.6,276$314K0.0%N/A0.089%
11/4/2025Jones Financial Companies Lllp6,001$301K0.0%+24.2%0.085%
10/29/2025Root Financial Partners LLC1,260$63K0.0%N/A0.018%
10/29/2025Arkadios Wealth Advisors7,232$361K0.0%+17.1%0.102%
10/27/2025Harbor Investment Advisory LLC11,702$585K0.0%-16.0%0.166%
10/9/2025LVM Capital Management Ltd. MI137,719$6.88M0.7%-1.2%1.887%
10/9/2025Princeton Global Asset Management LLC19,565$978K0.2%-6.5%0.268%
10/7/2025Team Financial Group LLC11,701$585K0.3%-13.6%0.160%
8/15/2025Captrust Financial Advisors51,048$2.38M0.0%+1.3%0.682%
8/12/2025JPMorgan Chase & Co.14,487$674K0.0%+2.1%0.193%
8/4/2025Arkadios Wealth Advisors6,175$287K0.0%+5.1%0.082%
7/30/2025Princeton Global Asset Management LLC20,914$974K0.2%+3.8%0.278%
7/23/2025Venturi Wealth Management LLC9,184$427K0.0%+8.8%0.121%
7/2/2025LVM 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%
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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%
4/9/2025Harbor Investment Advisory LLC14,122$657K0.1%-11.6%0.172%
4/9/2025NBC Securities Inc.1,511$70K0.0%N/A0.018%
4/8/2025LVM 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%
1/10/2025LVM 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%
10/5/2024Harbor 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%
4/12/2024Harbor Investment Advisory LLC16,426$815K0.1%-23.2%0.232%
3/8/2024ICA Group Wealth Management LLC591$28K0.0%N/A0.009%
1/26/2024Harbor Investment Advisory LLC21,399$1.02M0.1%+37.7%0.315%
1/12/2024LVM 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%
10/13/2023Harbor Investment Advisory LLC15,539$640K0.1%+35.7%0.244%
10/10/2023LVM 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%
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%
7/14/2023Harbor Investment Advisory LLC11,449$486K0.1%+16.0%0.203%
7/7/2023LVM 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%
4/17/2023LVM 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%
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1/24/2023Harbor Investment Advisory LLC9,873$397K0.1%+493.0%0.186%
1/18/2023Well Done LLC17,775$715K0.2%N/A0.335%
1/3/2023LVM 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%
11/1/2022Harbor Investment Advisory LLC1,665$60K0.0%N/A0.033%
10/5/2022LVM 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%


DGRS Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 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 ($8.81M), United Advisor Group LLC ($3.62M), Captrust Financial Advisors ($1.80M), Harbor Investment Advisory LLC ($1.21M), JPMorgan Chase & Co. ($651K), Team Financial Group LLC ($530K), and First National Bank Sioux Falls ($501K).Learn more on WisdomTree U.S. SmallCap Quality Dividend Growth Fund's institutional investors.

Of the 20 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: Compass Financial Management LLC ($16.15K), LVM Capital Management Ltd. MI ($16.03K), United Advisor Group LLC ($15.25K), Harbor Investment Advisory LLC ($10.33K), First National Bank Sioux Falls ($9.05K), Arkadios Wealth Advisors ($8.47K), and Princeton Global Asset Management LLC ($6.28K).

Institutional investors have bought a total of 49,389 shares in the last 24 months. This purchase volume represents approximately $2.73M in transactions.

Of the 12 institutional investors that sold WisdomTree U.S. SmallCap Quality Dividend Growth Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($14.69K), Princeton Global Asset Management LLC ($11.49K), Virtu Financial LLC ($4.40K), Venturi Wealth Management LLC ($4.01K), Team Financial Group LLC ($3.53K), Sunbelt Securities Inc. ($3.26K), and JPMorgan Chase & Co. ($2.92K).

Institutional investors have sold a total of 51,949 shares in the last 24 months. This volume of shares sold represents approximately $2.64M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DGRS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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