Top 5 Stocks to Buy Now
→ Why this tiny stock may move before the SpaceX IPO drops (From Behind the Markets) (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
$58.26 +0.20 (+0.34%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (NASDAQ:DGRS)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$1.42M
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
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%
2/20/2026 Sunbelt 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%
11/19/2025 Sunbelt 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%
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%
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
7/14/2022LVM 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%


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 ($6.82M), United Advisor Group LLC ($3.62M), Captrust Financial Advisors ($1.80M), Harbor Investment Advisory LLC ($751K), 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: United Advisor Group LLC ($15.25K), LVM Capital Management Ltd. MI ($11.65K), First National Bank Sioux Falls ($9.05K), Arkadios Wealth Advisors ($8.47K), Princeton Global Asset Management LLC ($6.28K), Bessemer Group Inc. ($6.28K), and Cary Street Partners Financial LLC ($4.50K).

Institutional investors have bought a total of 28,573 shares in the last 24 months. This purchase volume represents approximately $1.42M 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

This page (NASDAQ:DGRS) was last updated on 6/23/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel