Who owns WisdomTree U.S. SmallCap Quality Dividend Growth Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DGRS from SEC Form 13F filings across 130 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 130 institutions disclosed 4.0M shares of WisdomTree U.S. SmallCap Quality Dividend Growth Fund worth $237.6M — about 59.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
130
13F holders
$237.6M
value, 2026 filers
59.8%
of shares outstanding (4.0M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DGRS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 617,509 | $36.7M | 0.0% | 9.2% | +10.5% |
| 2 | MORGAN STANLEY | 535,104 | $31.8M | 0.0% | 8% | +2.7% |
| 3 | Stonebridge Financial Group, LLC | 289,800 | $17.2M | 1.3% | 4.3% | +2.9% |
| 4 | BANK OF AMERICA CORP /DE/ | 167,788 | $10.0M | 0.0% | 2.5% | -7.0% |
| 5 | LVM CAPITAL MANAGEMENT LTD/MI | 148,480 | $8.8M | 0.7% | 2.2% | +3.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 141,714 | $8.4M | 0.0% | 2.1% | -37.6% |
| 7 | United Advisor Group, LLC | 127,703 | $7.6M | 0.8% | 1.9% | +2.4% |
| 8 | OSAIC HOLDINGS, INC. | 116,618 | $6.9M | 0.0% | 1.7% | +525.0% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 101,805 | $6.0M | 0.0% | 1.5% | -3.0% |
| 10 | UBS Group AG | 99,718 | $5.9M | 0.0% | 1.5% | -6.2% |
| 11 | Modern Wealth Management, LLC | 97,427 | $5.8M | 0.1% | 1.5% | +3.6% |
| 12 | XML Financial, LLC | 97,128 | $5.8M | 0.4% | 1.5% | -5.9% |
| 13 | Linscomb Wealth, Inc. | 96,203 | $5.7M | 0.2% | 1.4% | -4.5% |
| 14 | ROYAL BANK OF CANADA | 83,919 | $5.0M | 0.0% | 1.3% | -6.5% |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | 79,482 | $4.7M | 2.6% | 1.2% | +1.0% |
| 16 | IFG Advisory, LLCNEW | 75,781 | $4.5M | 0.2% | 1.1% | new |
| 17 | BANK OF NOVA SCOTIA | 63,280 | $3.8M | 0.0% | 0.9% | -25.1% |
| 18 | Stonebridge Wealth Management, LLC | 61,142 | $3.6M | 3.2% | 0.9% | -7.8% |
| 19 | Philip James Wealth Mangement, LLC | 52,788 | $3.1M | 0.4% | 0.8% | -4.4% |
| 20 | Independent Advisor Alliance | 48,378 | $2.9M | 0.1% | 0.7% | -11.0% |
| 21 | Stratos Wealth Partners, LTD. | 44,868 | $2.7M | 0.0% | 0.7% | -4.0% |
| 22 | Dickmeyer Boyce Financial Management, Inc. | 43,205 | $2.6M | 1.3% | 0.6% | +2.1% |
| 23 | Strategic Financial Concepts, LLC | 40,184 | $2.4M | 0.7% | 0.6% | +8.8% |
| 24 | Vestmark Advisory Solutions, Inc. | 36,014 | $2.1M | 0.0% | 0.5% | 0.0% |
| 25 | CERTUITY, LLC | 35,508 | $2.1M | 0.1% | 0.5% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.