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

WisdomTree U.S. SmallCap Quality Dividend Growth Fund logo
$60.65 +0.89 (+1.49%)
As of 11:38 AM 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)
9
Total
Institutional Inflows
(last 12 months)
$1.83M
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
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%
5/19/2026Arkadios Wealth Advisors8,233$436K0.0%+17.7%0.122%
5/6/2026Bessemer Group Inc.3,527$187K0.0%-43.8%0.052%
5/4/2026 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%
2/23/2026Virtu 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%
1/30/2026 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%
1/1/2026JPMorgan 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%
11/12/2025 Creative 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%
10/29/2025 Root Financial Partners LLC1,260$63K0.0%N/A0.018%
10/29/2025Arkadios 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%
8/15/2025Captrust 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%
7/30/2025 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%
5/8/2025Arkadios Wealth Advisors5,875$273K0.0%N/A0.074%
4/28/2025Private Trust Co. NA1,013$47K0.0%N/A0.013%
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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%
1/24/2023Harbor Investment Advisory LLC9,873$397K0.1%+493.0%0.186%
1/18/2023Well Done LLC17,775$715K0.2%N/A0.335%
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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%
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%


DGRS Institutional Ownership - Frequently Asked Questions

During the previous two years, 22 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 19 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 ($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), Princeton Global Asset Management LLC ($6.28K), and Bessemer Group Inc. ($6.28K).

Institutional investors have bought a total of 34,495 shares in the last 24 months. This purchase volume represents approximately $1.83M 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.


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This page (NASDAQ:DGRS) was last updated on 8/3/2026 by MarketBeat.com Staff.
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