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
$58.75 -0.08 (-0.14%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$57.47 -1.28 (-2.18%)
As of 07/13/2026 06:58 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)
11
Total
Institutional Inflows
(last 12 months)
$1.90M
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
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%
5/4/2026Team Financial Group LLC10,009$530K0.2%-9.7%0.148%
4/24/2026 Harbor Investment Advisory LLC14,185$751K0.1%+23.3%0.210%
4/22/2026Princeton 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%
1/12/2026 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%
11/12/2025Creative 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%
10/27/2025 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%
10/9/2025Princeton 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%
7/2/2025 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%
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
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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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 36,012 shares in the last 24 months. This purchase volume represents approximately $1.90M 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 7/14/2026 by MarketBeat.com Staff.
From Our Partners
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
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
They told you not to miss this one
The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the abs...
Thor Metals | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Print this and keep it by your screen
Ever been right about a stock's direction and still lost money on the trade? It's almost never bad luck - it's...
Profits Run | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel