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

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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)
7
Total
Institutional Inflows
(last 12 months)
$1.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$321.55K
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DGRS Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/11/2023 Sunbelt 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%
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%
4/24/2023 Asset 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%
4/12/2023 Private 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%
1/18/2023 Well 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%
9/16/2022 Private 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%
4/21/2022 Asset Dedication LLC5,152$229K0.0%+6.9%0.102%
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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%
1/28/2022 Amplius 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%
10/18/2021 Asset 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%
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%
5/12/2021Linscomb & Williams Inc.265,038$12.20M0.7%-4.7%6.288%
5/11/2021Princeton Global Asset Management LLC10,184$469K0.2%+13.9%0.242%
4/30/2021IFP Advisors Inc10,858$501K0.0%-12.0%0.261%
4/28/2021Moloney Securities Asset Management LLC4,380$202K0.0%N/A0.105%
4/27/2021Waverton Investment Management Ltd16,320$837K0.0%+5.1%0.392%
4/6/2021 LVM Capital Management Ltd. MI42,195$1.94M0.3%-1.3%1.033%
2/17/2021IHT Wealth Management LLC5,252$208K0.0%N/A0.140%
2/11/2021Linscomb & Williams Inc.278,200$11.00M0.7%-2.9%7.429%
2/11/2021Redmond Asset Management LLC5,627$223K0.1%N/A0.150%
2/9/2021Princeton Global Asset Management LLC8,939$354K0.1%N/A0.240%
1/25/2021IFP Advisors Inc12,332$486K0.0%+21.6%0.340%
1/22/2021Waverton Investment Management Ltd15,530$741K0.0%+29.4%0.428%
1/15/2021Patriot Financial Group Insurance Agency LLC2,451$97K0.0%+11.8%0.069%
10/29/2020IFP Advisors Inc10,141$310K0.0%+2,891.4%0.322%
10/23/2020Cadence Bank NA8,567$263K0.1%-59.0%0.272%
10/5/2020 LVM Capital Management Ltd. MI42,800$1.31M0.3%-33.5%1.359%
7/16/2020Waverton Investment Management Ltd12,000$468K0.0%+7.5%0.381%
7/13/2020 LVM Capital Management Ltd. MI64,365$1.93M0.4%-10.6%2.043%
7/10/2020Patriot Financial Group Insurance Agency LLC1,461$44K0.0%+325.9%0.046%
7/9/2020Starfire Investment Advisers Inc.21,804$654K0.3%-3.4%0.692%
(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, 16 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 ($5.18M), Waverton Investment Management Ltd ($976K), Harbor Investment Advisory LLC ($815K), Well Done LLC ($715K), Princeton Global Asset Management LLC ($473K), Flow Traders U.S. LLC ($413K), and Cadence Bank NA ($283K).Learn more on DGRS's institutional investors.

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

Of the 15 institutional investors that purchased WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LVM Capital Management Ltd. MI ($66.18K), Harbor Investment Advisory LLC ($21.40K), Well Done LLC ($17.78K), Flow Traders U.S. LLC ($11.48K), ORG Partners LLC ($3.02K), Patriot Financial Group Insurance Agency LLC ($2.48K), and Private Trust Co. NA ($2.43K).

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

Institutional investors have bought a total of 132,868 shares in the last 24 months. This purchase volume represents approximately $9.04M in transactions.

Which WisdomTree U.S. SmallCap Quality Dividend Growth Fund 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: Harbor Investment Advisory LLC ($4.97K), Princeton Global Asset Management LLC ($3.26K), Waverton Investment Management Ltd ($1.55K), CoreCap Advisors LLC ($921.00), and Cadence Bank NA ($381.00).

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

Institutional investors have sold a total of 11,082 shares in the last 24 months. This volume of shares sold represents approximately $666.65K in transactions.


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This page (NASDAQ:DGRS) was last updated on 4/26/2024 by MarketBeat.com Staff

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