Who owns Wisdomtree Us Smallcap Dividen mf?
- Ticker: DGRS
- CUSIP Number: 97717x651
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Us Smallcap Dividen mf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Us Smallcap Dividen mf stock
Who bought or sold Wisdomtree Us Smallcap Dividen mf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 618k | $37M | 10% | Jun 2026 |
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| Morgan Stanley | 521k | $28M | 17% | Mar 2026 |
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| Stonebridge Financial Group | 290k | $17M | 3% | Jun 2026 |
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| Bank of America Corporation | 168k | $10M | -7% | Jun 2026 |
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| Lvm Capital Management | 149k | $8.8M | 3% | Jun 2026 |
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| Raymond James Financial | 142k | $8.4M | -38% | Jun 2026 |
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| United Advisor Group | 128k | $7.6M | 2% | Jun 2026 |
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| Advisor Group Holdings | 117k | $6.9M | 525% | Jun 2026 |
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| Commonwealth Equity Services | 102k | $6.0M | -3% | Jun 2026 |
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| UBS Group | 100k | $5.9M | -6% | Jun 2026 |
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| Modern Wealth Management | 97k | $5.8M | 4% | Jun 2026 |
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| XML Financial | 97k | $5.8M | -6% | Jun 2026 |
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| Linscomb & Williams | 96k | $5.7M | -4% | Jun 2026 |
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| Royal Bank of Canada | 84k | $5.0M | -6% | Jun 2026 |
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| Columbia Advisory Partners | 80k | $4.7M | 1% | Jun 2026 |
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| IFG Advisory | 76k | $4.5M | 100% | Jun 2026 |
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| Bank of Nova Scotia | 63k | $3.8M | -25% | Jun 2026 |
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| Stonebridge Wealth Management | 61k | $3.6M | -8% | Jun 2026 |
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| Philip James Wealth Mangement | 53k | $3.1M | -4% | Jun 2026 |
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| Independent Advisor Alliance | 48k | $2.9M | -11% | Jun 2026 |
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| CWM | 48k | $2.6M | -4% | Mar 2026 |
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| Stratos Wealth Partners | 45k | $2.7M | -4% | Jun 2026 |
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| Dickmeyer Boyce Financial Management | 43k | $2.6M | 2% | Jun 2026 |
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| Strategic Financial Concepts | 40k | $2.4M | 9% | Jun 2026 |
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| Vestmark Advisory Solutions | 36k | $2.1M | 0% | Jun 2026 |
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| Camden Capital | 36k | $2.1M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 33k | $2.0M | 0% | Jun 2026 |
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| Private Advisor | 32k | $1.9M | 9% | Jun 2026 |
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| LifeWealth Investments | 32k | $1.9M | 12% | Jun 2026 |
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| Envestnet Asset Management | 31k | $1.8M | 6% | Jun 2026 |
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| Everstar Asset Management | 30k | $1.8M | 16% | Jun 2026 |
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| Cambridge Investment Research Advisors | 27k | $1.6M | 30% | Jun 2026 |
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| Harbor Investment Advisory | 20k | $1.2M | 43% | Jun 2026 |
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| Two Sigma Investments | 19k | $1.1M | -36% | Jun 2026 |
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| Hanson McClain Advisors | 18k | $1.1M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 16k | $969k | -1% | Jun 2026 |
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| Jpmorgan Chase & Co | 16k | $961k | 100% | Jun 2026 |
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| Precedent Wealth Partners | 16k | $931k | -3% | Jun 2026 |
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| Ubs Global Asset Management Americas | 15k | $885k | 0% | Jun 2026 |
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| Creative Planning | 13k | $798k | 0% | Jun 2026 |
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| Oppenheimer & Co | 13k | $752k | 3% | Jun 2026 |
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| Sovran Advisors | 11k | $681k | -4% | Jun 2026 |
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| Team Financial Group | 10k | $596k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 10k | $592k | -2% | Jun 2026 |
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| WealthPoint Financial | 10k | $592k | 2% | Jun 2026 |
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| Summit Financial | 9.6k | $569k | -2% | Jun 2026 |
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| Princeton Global Asset Management | 9.2k | $545k | -3% | Jun 2026 |
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| First National Bank Sioux Falls | 9.1k | $501k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 8.9k | $530k | 8% | Jun 2026 |
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| Wealthcare Capital Partners | 8.9k | $529k | 4% | Jun 2026 |
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| Opes Wealth Management | 8.9k | $470k | 8% | Mar 2026 |
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| Streettalk Advisors | 8.9k | $526k | -3% | Jun 2026 |
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| EP Wealth Advisors | 8.7k | $519k | 100% | Jun 2026 |
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| Capital Management Corporation | 8.1k | $481k | 0% | Jun 2026 |
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| Compass Financial Management | 8.1k | $479k | 100% | Jun 2026 |
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| Savant Capital Management | 8.0k | $449k | 108% | Jun 2026 |
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| IHT Wealth Management | 7.8k | $464k | -20% | Jun 2026 |
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| Redmond Asset Management | 7.8k | $461k | 6% | Jun 2026 |
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| Jones Financial Companies, L.L | 7.5k | $447k | 7% | Jun 2026 |
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| Steward Partners Investment Advisory | 7.4k | $438k | 0% | Jun 2026 |
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| Mercer Global Advisors | 7.4k | $437k | -12% | Jun 2026 |
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| Krasney Financial | 7.2k | $379k | -8% | Mar 2026 |
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| FMR | 7.1k | $423k | 235% | Jun 2026 |
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| TopTier Wealth Management | 6.8k | $402k | 0% | Jun 2026 |
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| Citadel Advisors | 6.5k | $386k | 100% | Jun 2026 |
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| Park Avenue Securities | 6.5k | $386k | 8% | Jun 2026 |
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| Quartz Partners | 6.5k | $385k | 6% | Jun 2026 |
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| Asset Dedication | 6.4k | $381k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 6.3k | $371k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 6.3k | $373k | 0% | Jun 2026 |
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| RMR Wealth Builders | 6.2k | $366k | -3% | Jun 2026 |
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| Sanctuary Advisors | 5.9k | $353k | -4% | Jun 2026 |
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| Joseph Group Capital Management | 5.9k | $352k | -3% | Jun 2026 |
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| Flagship Harbor Advisors | 5.7k | $340k | 0% | Jun 2026 |
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| Pension & Wealth Management Advisors | 5.6k | $331k | -3% | Jun 2026 |
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| Kestra Advisory Services | 5.4k | $322k | -32% | Jun 2026 |
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| Marshall & Sterling Wealth Advisors | 5.4k | $321k | -34% | Jun 2026 |
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| Cascade Financial Partners | 5.4k | $319k | 0% | Jun 2026 |
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| Stifel Financial | 5.3k | $316k | -2% | Jun 2026 |
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| Venturi Wealth Management | 5.1k | $306k | -1% | Jun 2026 |
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| IMC-Chicago | 5.1k | $305k | 12% | Jun 2026 |
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| Atria Investments | 4.7k | $279k | -5% | Jun 2026 |
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| Founders Financial Alliance | 4.6k | $270k | -95% | Jun 2026 |
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| Chicago Partners Investment | 4.5k | $270k | -4% | Jun 2026 |
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| Huntington National Bank | 4.5k | $267k | -1% | Jun 2026 |
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| Flow Traders US | 4.4k | $260k | 100% | Jun 2026 |
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| Empirical Asset Management | 4.1k | $246k | -5% | Jun 2026 |
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| Farther Finance Advisors | 3.9k | $232k | 100% | Jun 2026 |
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| Redwood Family Wealth | 3.8k | $224k | -4% | Jun 2026 |
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| Beacon Financial Advisory | 3.7k | $219k | -4% | Jun 2026 |
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| Branch Banking & Trust Company | 3.7k | $218k | 100% | Jun 2026 |
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| Optima Capital | 3.6k | $215k | 100% | Jun 2026 |
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| Bessemer | 3.5k | $209k | 0% | Jun 2026 |
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| Armis Advisers | 3.5k | $205k | -11% | Jun 2026 |
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| Gateway Wealth Partners | 3.4k | $203k | -53% | Jun 2026 |
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| Seek First | 3.4k | $201k | 100% | Jun 2026 |
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| Bank Of Montreal | 3.3k | $175k | 100% | Mar 2026 |
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| Centaurus Financial | 3.1k | $187k | 2% | Jun 2026 |
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| Sunbelt Securities | 3.0k | $160k | 0% | Mar 2026 |
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| Capital Advisors | 2.6k | $154k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 2.6k | $154k | 0% | Jun 2026 |
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| REAP Financial Group | 2.3k | $139k | -30% | Jun 2026 |
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| Integrated Wealth Concepts | 2.2k | $133k | 100% | Jun 2026 |
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| SBI Securities | 2.0k | $118k | -2% | Jun 2026 |
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| Creative Financial Designs | 1.8k | $108k | -1% | Jun 2026 |
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| Global Retirement Partners | 1.7k | $102k | -8% | Jun 2026 |
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| Golden State Wealth Management | 1.2k | $74k | -12% | Jun 2026 |
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| Pnc Financial Services | 1.2k | $71k | 0% | Jun 2026 |
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| William Blair $ Company | 1.2k | $69k | 0% | Jun 2026 |
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| Ancora Advisors | 1.1k | $65k | 0% | Jun 2026 |
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| Nbc Securities | 1.1k | $64k | 3% | Jun 2026 |
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| Assetmark | 1.0k | $60k | 0% | Jun 2026 |
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| Vanguard Advisers | 628.00 | $37k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 616.00 | $37k | 0% | Jun 2026 |
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| Institute For Wealth Management | 568.00 | $34k | 100% | Jun 2026 |
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| Private Trust Co Na | 476.00 | $28k | 106% | Jun 2026 |
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| Medallion Wealth Advisors | 469.00 | $28k | 0% | Jun 2026 |
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| Wells Fargo & Company | 358.00 | $21k | 235% | Jun 2026 |
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| CoreCap Advisors | 354.00 | $21k | 0% | Jun 2026 |
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| AE Wealth Management | 304.00 | $18k | -91% | Jun 2026 |
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| Glen Eagle Advisors | 301.00 | $18k | 1% | Jun 2026 |
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| IFP Advisors | 285.00 | $17k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 239.00 | $14k | -4% | Jun 2026 |
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| Parallel Advisors | 211.00 | $13k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 192.00 | $11k | 0% | Jun 2026 |
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| Goss Wealth Management | 183.00 | $11k | 151% | Jun 2026 |
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| Capital Investment Advisory Services | 148.00 | $8.8k | 0% | Jun 2026 |
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| Evolution Wealth Management | 122.00 | $7.2k | 0% | Jun 2026 |
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| Geneos Wealth Management | 100.00 | $5.9k | 0% | Jun 2026 |
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| Covestor | 100.00 | $6.0k | 14% | Jun 2026 |
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| Smartleaf Asset Management | 62.00 | $3.7k | 0% | Jun 2026 |
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| Main Street Group | 51.00 | $3.0k | 0% | Jun 2026 |
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| International Assets Investment Management | 20.00 | $1.2k | 0% | Jun 2026 |
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| SHP Wealth Management | 14.00 | $830.999400 | 0% | Jun 2026 |
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| Financial Gravity Companies | 7.00 | $414.999900 | 100% | Jun 2026 |
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| Financial Gravity Wealth | 7.00 | $371.000000 | 100% | Mar 2026 |
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Who sold out of Wisdomtree Us Smallcap Dividen mf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lido Advisors | Mar 2026 | 236k | $13M |
| Golden State Equity Partners | Mar 2026 | 13k | $696k |
| Root Financial Partners | Mar 2026 | 1.3k | $67k |
| BlackRock | Mar 2026 | 220.00 | $12k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 192.00 | $10k |
| Trust Co Of Vermont | Dec 2025 | 100.00 | $5.0k |