DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund
$52.69+0.45 (+0.85%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.471344464532938e+245B

Total Value

$2.700022000140001e+178T

% of Float

Price History

$40.64$44.63$48.63$52.62$56.61Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC547,134$27.0M0.01%Share
2MORGAN STANLEY446,453$22.0M0.00%Share
3RAYMOND JAMES FINANCIAL INC293,795$14.0M0.00%Share
4Stonebridge Financial Group, LLC260,595$12.9M1.10%Share
5Lido Advisors, LLC251,328$12.0M0.04%Share
6LVM CAPITAL MANAGEMENT LTD/MI137,487$6.8M0.63%Share
7United Advisor Group, LLC121,546$6.0M0.75%Share
8RAYMOND JAMES FINANCIAL INC124,434$6.0M0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC101,290$5.0M0.01%Share
10Linscomb Wealth, Inc.117,177$5.0M0.21%Share
11UBS Group AG99,646$4.9M0.00%Share
12Founders Financial Alliance, LLC92,862$4.6M0.87%Share
13XML Financial, LLC93,623$4.0M0.33%Share
14ROYAL BANK OF CANADA92,730$4.0M0.00%Share
15BANK OF AMERICA CORP /DE/94,195$4.0M0.00%Share
16BANK OF AMERICA CORP /DE/91,870$4.0M0.00%Share
17IFG Advisory, LLC87,035$4.0M0.17%Share
18COLUMBIA ADVISORY PARTNERS LLC79,372$3.9M2.68%Share
19Philip James Wealth Mangement, LLC77,143$3.8M0.44%Share
20Modern Wealth Management, LLC76,300$3.8M0.07%Share
21Stonebridge Wealth Management, LLC74,952$3.7M3.51%Share
22Stratos Wealth Partners, LTD.52,799$2.6M0.03%Share
23CWM, LLC50,407$2.5M0.01%Share
24CERTUITY, LLC45,066$2.2M0.14%Share
25Independent Advisor Alliance44,233$2.2M0.05%Share
26Marshall & Sterling Wealth Advisors Inc.41,380$2.1M1.36%Share
27Vestmark Advisory Solutions, Inc.33,906$1.7M0.02%Share
28Capital Advisors, Ltd. LLC32,161$1.7M0.19%Share
29Everstar Asset Management, LLC24,737$1.2M0.66%Share
30LifeWealth Investments, LLC23,710$1.2M0.37%Share
31ENVESTNET ASSET MANAGEMENT INC25,798$1.0M0.00%Share
32Private Advisor Group, LLC29,362$1.0M0.00%Share
33CAPTRUST FINANCIAL ADVISORS36,359$1.0M0.00%Share
34Allworth Financial LP18,543$920K0.00%Share
35Princeton Global Asset Management LLC18,257$905K0.15%Share
36PRECEDENT WEALTH PARTNERS, LLC16,024$795K0.17%Share
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14,001$717K0.00%Share
38Sovran Advisors, LLC11,434$607K0.05%Share
39OPPENHEIMER & CO INC11,551$573K0.01%Share
40HARBOR INVESTMENT ADVISORY, LLC11,502$570K0.04%Share
41Sanctuary Advisors, LLC12,110$563K0.00%Share
42Sanctuary Advisors, LLC12,110$563K0.00%Share
43Team Financial Group, LLC11,080$549K0.25%Share
44Sanctuary Advisors, LLC11,375$529K0.00%Share
45Sanctuary Advisors, LLC11,375$529K0.00%Share
46WealthPoint Financial, LLC9,192$456K0.40%Share
47CAPITAL MANAGEMENT CORP /VA9,000$446K0.07%Share
48FIRST NATIONAL BANK SIOUX FALLS8,779$435K0.13%Share
49Wealthcare Capital Partners, LLC8,552$424K0.20%Share
50Collaborative Wealth Managment Inc.8,341$413K0.15%Share