Go Pro
→ The dollar reset no one told you about (From Porter & Company) (Ad)tc pixel Free DGRS Stock Alerts

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

WisdomTree U.S. SmallCap Quality Dividend Growth Fund logo
$58.38 +0.30 (+0.52%)
Closing price 09/11/2026 03:59 PM Eastern
Extended Trading
$58.40 +0.02 (+0.03%)
As of 09/11/2026 04:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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
Get DGRS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DGRS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Compass Financial Management LLC8,076$479K0.1%N/A0.119%
8/12/2026 Compass Financial Management LLC8,076$479K0.1%N/A0.119%
7/10/2026 LVM Capital Management Ltd. MI148,480$8.81M0.7%+3.0%2.203%
7/7/2026 Harbor Investment Advisory LLC20,300$1.21M0.1%+43.1%0.301%
5/19/2026 Arkadios Wealth Advisors8,233$436K0.0%+17.7%0.122%
5/6/2026 Bessemer Group Inc.3,527$187K0.0%-43.8%0.052%
5/4/2026 Team Financial Group LLC10,009$530K0.2%-9.7%0.148%
4/24/2026 Harbor Investment Advisory LLC14,185$751K0.1%+23.3%0.210%
4/22/2026 Princeton Global Asset Management LLC9,422$499K0.1%-48.4%0.141%
4/22/2026 Venturi Wealth Management LLC5,174$274K0.0%-43.7%0.077%
4/17/2026 First National Bank Sioux Falls9,052$501K0.1%+3.1%0.135%
2/23/2026 Virtu Financial LLC7,325$363K0.0%-37.5%0.108%
2/20/2026Sunbelt Securities Inc.3,020$150K0.0%-20.9%0.044%
2/17/2026 Captrust Financial Advisors36,359$1.80M0.0%-3.7%0.535%
2/13/2026 Arkadios Wealth Advisors6,996$347K0.0%-3.3%0.103%
1/30/2026 First National Bank Sioux Falls8,779$436K0.1%N/A0.129%
1/20/2026 Princeton Global Asset Management LLC18,257$906K0.1%-6.7%0.268%
1/13/2026 Team Financial Group LLC11,080$550K0.2%-5.3%0.161%
1/12/2026 LVM Capital Management Ltd. MI137,487$6.82M0.6%-0.2%1.998%
1/7/2026 Harbor Investment Advisory LLC11,502$571K0.0%-1.7%0.168%
1/1/2026 JPMorgan Chase & Co.13,027$651K0.0%-10.1%0.184%
11/19/2025Sunbelt Securities Inc.3,820$191K0.0%-39.1%0.054%
11/19/2025 Captrust Financial Advisors37,771$1.89M0.0%-26.0%0.534%
11/12/2025 Creative Financial Designs Inc. ADV1,615$81K0.0%-17.5%0.023%
11/7/2025 JPMorgan Chase & Co.13,027$651K0.0%-10.1%0.184%
11/5/2025 Bessemer Group Inc.6,276$314K0.0%N/A0.089%
11/4/2025 Jones Financial Companies Lllp6,001$301K0.0%+24.2%0.085%
10/29/2025 Root Financial Partners LLC1,260$63K0.0%N/A0.018%
10/29/2025 Arkadios Wealth Advisors7,232$361K0.0%+17.1%0.102%
10/27/2025 Harbor Investment Advisory LLC11,702$585K0.0%-16.0%0.166%
10/9/2025 LVM Capital Management Ltd. MI137,719$6.88M0.7%-1.2%1.887%
10/9/2025 Princeton Global Asset Management LLC19,565$978K0.2%-6.5%0.268%
10/7/2025 Team Financial Group LLC11,701$585K0.3%-13.6%0.160%
8/15/2025 Captrust Financial Advisors51,048$2.38M0.0%+1.3%0.682%
8/12/2025 JPMorgan Chase & Co.14,487$674K0.0%+2.1%0.193%
8/4/2025 Arkadios Wealth Advisors6,175$287K0.0%+5.1%0.082%
7/30/2025 Princeton Global Asset Management LLC20,914$974K0.2%+3.8%0.278%
7/23/2025 Venturi Wealth Management LLC9,184$427K0.0%+8.8%0.121%
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%
This 38 Dollar Fund Holds Every Major AI Stock and Pays Weekly (Ad)

The biggest AI stocks like Nvidia, CrowdStrike, and Palantir now trade for hundreds of dollars a share. One fund owns them all for just $38 a share. This fund distributes income every Thursday, with a 34 percent annualized distribution rate, even though none of the underlying AI stocks pay dividends on their own. Tim Plaehn breaks down exactly how the fund works in a free video presentation.tc pixel

Watch the free video to see how the fund works
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%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
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.
From Our Partners
Why I'm NOT Buying the SpaceX IPO (And What I'm Buying Instead)
Don't buy Nvidia... Not when the AI companies that will define the next decade are selling for pennies. You wo...
Decentralized Masters | Sponsoredtc pixel
My ‘one day’ retirement secret
TradeSmith's AI research team, backed by a $17 million investment and led by a former NSA codebreaker, built a...
TradeSmith | Sponsoredtc pixel
This 38 Dollar Fund Holds Every Major AI Stock and Pays Weekly
The biggest AI stocks like Nvidia, CrowdStrike, and Palantir now trade for hundreds of dollars a share. One fu...
Investors Alley | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Why the Treasury still prices gold at 42 dollars an ounce
The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades n...
Golden Portfolio | Sponsoredtc pixel
Print this before your next trade
Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97. It'...
Profits Run | Sponsoredtc pixel
your job is on the list
The CEO of one of the largest AI labs on earth said it plainly: AI could wipe out half of all entry-level whit...
Behind the Markets | Sponsoredtc pixel
Three companies about to leapfrog Nvidia [And transform the entire industry]
Three under-the-radar companies are already building the infrastructure behind a 200 billion government-backed...
Eagle Publishing | Sponsoredtc pixel