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 | 559k | $30M | 2% | Mar 2026 |
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| Morgan Stanley | 521k | $28M | 17% | Mar 2026 |
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| Raymond James Financial | 418k | $21M | 0% | Dec 2025 |
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| Stonebridge Financial Group | 282k | $15M | 8% | Mar 2026 |
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| Lido Advisors | 236k | $13M | -6% | Mar 2026 |
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| Bank of America Corporation | 181k | $9.6M | 100% | Mar 2026 |
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| Lvm Capital Management | 144k | $7.6M | 5% | Mar 2026 |
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| United Advisor Group | 125k | $6.6M | 3% | Mar 2026 |
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| UBS Group | 106k | $5.6M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 105k | $5.6M | 4% | Mar 2026 |
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| XML Financial | 103k | $5.5M | 10% | Mar 2026 |
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| Linscomb & Williams | 101k | $5.3M | -14% | Mar 2026 |
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| Founders Financial Alliance | 95k | $5.0M | 3% | Mar 2026 |
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| Royal Bank of Canada | 90k | $4.8M | -8% | Mar 2026 |
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| Bank of Nova Scotia | 84k | $4.5M | 100% | Mar 2026 |
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| Columbia Advisory Partners | 79k | $4.2M | -1% | Mar 2026 |
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| Modern Wealth Management | 76k | $3.8M | 64% | Dec 2025 |
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| Stonebridge Wealth Management | 66k | $3.5M | -12% | Mar 2026 |
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| Philip James Wealth Mangement | 55k | $2.9M | -28% | Mar 2026 |
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| Independent Advisor Alliance | 54k | $2.9M | 23% | Mar 2026 |
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| CWM | 50k | $2.5M | -9% | Dec 2025 |
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| Stratos Wealth Partners | 47k | $2.5M | -11% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 42k | $2.2M | 100% | Mar 2026 |
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| Strategic Financial Concepts | 37k | $2.0M | 100% | Mar 2026 |
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| Captrust Financial Advisors | 36k | $1.8M | -4% | Dec 2025 |
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| Vestmark Advisory Solutions | 36k | $1.9M | 6% | Mar 2026 |
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| Camden Capital | 36k | $1.9M | -21% | Mar 2026 |
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| Private Advisor | 30k | $1.6M | 0% | Mar 2026 |
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| Two Sigma Investments | 29k | $1.5M | 100% | Mar 2026 |
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| Envestnet Asset Management | 29k | $1.5M | 11% | Mar 2026 |
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| LifeWealth Investments | 28k | $1.5M | 19% | Mar 2026 |
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| Everstar Asset Management | 26k | $1.4M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 21k | $1.1M | 6% | Mar 2026 |
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| Hanson McClain Advisors | 19k | $920k | -2% | Dec 2025 |
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| Cetera Investment Advisers | 17k | $874k | -18% | Mar 2026 |
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| Precedent Wealth Partners | 16k | $859k | 1% | Mar 2026 |
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| Ubs Global Asset Management Americas | 15k | $789k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 14k | $751k | 23% | Mar 2026 |
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| Creative Planning | 13k | $711k | -1% | Mar 2026 |
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| Golden State Equity Partners | 13k | $696k | 100% | Mar 2026 |
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| Oppenheimer & Co | 12k | $652k | 7% | Mar 2026 |
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| Sovran Advisors | 12k | $668k | 2% | Mar 2026 |
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| IHT Wealth Management | 11k | $542k | -14% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 10k | $542k | 2% | Mar 2026 |
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| Team Financial Group | 10k | $530k | -10% | Mar 2026 |
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| Summit Financial | 9.8k | $520k | 100% | Mar 2026 |
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| Susquehanna International | 9.7k | $481k | 21% | Dec 2025 |
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| Princeton Global Asset Management | 9.4k | $499k | -48% | Mar 2026 |
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| WealthPoint Financial | 9.2k | $456k | 0% | Mar 2026 |
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| Streettalk Advisors | 9.1k | $482k | 100% | Mar 2026 |
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| First National Bank Sioux Falls | 9.1k | $501k | 3% | Mar 2026 |
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| Opes Wealth Management | 8.9k | $470k | 8% | Mar 2026 |
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| Advisor Group Holdings | 8.7k | $434k | -52% | Dec 2025 |
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| Wealthcare Capital Partners | 8.6k | $455k | 0% | Mar 2026 |
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| Mercer Global Advisors | 8.3k | $441k | 102% | Mar 2026 |
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| Arkadios Wealth Advisors | 8.2k | $436k | 18% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 8.2k | $434k | 100% | Mar 2026 |
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| Capital Management Corporation | 8.1k | $429k | -10% | Mar 2026 |
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| Kestra Advisory Services | 8.0k | $425k | 22% | Mar 2026 |
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| Steward Partners Investment Advisory | 7.4k | $391k | 0% | Mar 2026 |
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| Virtu Financial | 7.3k | $363k | -38% | Dec 2025 |
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| Redmond Asset Management | 7.3k | $387k | 1% | Mar 2026 |
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| Gateway Wealth Partners | 7.3k | $384k | 100% | Mar 2026 |
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| Krasney Financial | 7.2k | $379k | -8% | Mar 2026 |
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| TopTier Wealth Management | 6.8k | $359k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.5k | $320k | 7% | Dec 2025 |
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| Asset Dedication | 6.4k | $340k | 0% | Mar 2026 |
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| RMR Wealth Builders | 6.3k | $335k | -8% | Mar 2026 |
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| Rockefeller Capital Management | 6.3k | $333k | 0% | Mar 2026 |
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| Sanctuary Advisors | 6.2k | $328k | 3% | Mar 2026 |
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| Quartz Partners | 6.1k | $323k | 23% | Mar 2026 |
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| Joseph Group Capital Management | 6.1k | $322k | -8% | Mar 2026 |
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| Park Avenue Securities | 6.0k | $320k | 16% | Mar 2026 |
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| Flagship Harbor Advisors | 5.7k | $303k | 0% | Mar 2026 |
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| Stifel Financial | 5.4k | $288k | 0% | Mar 2026 |
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| Cascade Financial Partners | 5.4k | $285k | 0% | Mar 2026 |
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| Venturi Wealth Management | 5.2k | $274k | -44% | Mar 2026 |
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| Warren Averett Asset Management | 5.0k | $247k | 100% | Dec 2025 |
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| Atria Investments | 4.9k | $261k | -6% | Mar 2026 |
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| Chicago Partners Investment | 4.7k | $265k | -1% | Mar 2026 |
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| BancorpSouth Bank | 4.6k | $228k | 0% | Dec 2025 |
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| IMC-Chicago | 4.6k | $243k | 100% | Mar 2026 |
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| Empirical Asset Management | 4.4k | $232k | -11% | Mar 2026 |
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| Redwood Family Wealth | 3.9k | $209k | 100% | Mar 2026 |
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| Armis Advisers | 3.9k | $216k | -6% | Mar 2026 |
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| Beacon Financial Advisory | 3.9k | $204k | -11% | Mar 2026 |
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| Savant Capital Management | 3.8k | $203k | 100% | Mar 2026 |
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| Bessemer | 3.5k | $187k | -44% | Mar 2026 |
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| REAP Financial Group | 3.4k | $178k | -14% | Mar 2026 |
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| Bank Of Montreal | 3.3k | $175k | 100% | Mar 2026 |
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| AE Wealth Management | 3.2k | $171k | 232% | Mar 2026 |
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| Centaurus Financial | 3.1k | $164k | -8% | Mar 2026 |
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| Sunbelt Securities | 3.0k | $160k | 0% | Mar 2026 |
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| Capital Advisors | 2.6k | $138k | -92% | Mar 2026 |
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| National Bank Of Canada /fi/ | 2.6k | $129k | 0% | Dec 2025 |
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| FMR | 2.1k | $106k | 0% | Dec 2025 |
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| SBI Securities | 2.0k | $108k | -1% | Mar 2026 |
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| Global Retirement Partners | 1.9k | $93k | -39% | Dec 2025 |
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| Creative Financial Designs | 1.8k | $98k | 16% | Mar 2026 |
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| Golden State Wealth Management | 1.4k | $75k | 0% | Mar 2026 |
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| Root Financial Partners | 1.3k | $67k | 0% | Mar 2026 |
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| Pnc Financial Services | 1.2k | $63k | 0% | Mar 2026 |
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| William Blair $ Company | 1.2k | $62k | 0% | Mar 2026 |
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| Ancora Advisors | 1.1k | $58k | 0% | Mar 2026 |
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| Nbc Securities | 1.0k | $56k | -25% | Mar 2026 |
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| Western Wealth Management | 1.0k | $55k | 100% | Mar 2026 |
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| Assetmark | 1.0k | $53k | 0% | Mar 2026 |
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| Vanguard Advisers | 628.00 | $33k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 616.00 | $33k | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 469.00 | $25k | 0% | Mar 2026 |
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| CoreCap Advisors | 354.00 | $19k | 0% | Mar 2026 |
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| Glen Eagle Advisors | 299.00 | $16k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 248.00 | $13k | 406% | Mar 2026 |
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| Private Trust Co Na | 231.00 | $12k | 0% | Mar 2026 |
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| BlackRock | 220.00 | $12k | 100% | Mar 2026 |
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| Parallel Advisors | 211.00 | $11k | 0% | Mar 2026 |
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| Brian McDonald | 199.00 | $9.9k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 192.00 | $10k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 148.00 | $7.8k | 0% | Mar 2026 |
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| Evolution Wealth Management | 122.00 | $6.5k | 0% | Mar 2026 |
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| Wells Fargo & Company | 107.00 | $5.7k | -99% | Mar 2026 |
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| Geneos Wealth Management | 100.00 | $5.3k | 0% | Mar 2026 |
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| Trust Co Of Vermont | 100.00 | $5.0k | 100% | Dec 2025 |
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| Covestor | 88.00 | $5.0k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 62.00 | $3.2k | 17% | Mar 2026 |
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| Main Street Group | 51.00 | $2.7k | 100% | Mar 2026 |
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| International Assets Investment Management | 20.00 | $1.1k | 0% | Mar 2026 |
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| SHP Wealth Management | 14.00 | $742.000000 | 0% | Mar 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 |
|---|---|---|---|
| IFG Advisory | Dec 2025 | 87k | $4.3M |
| J O Hambro Investment Management | Sep 2025 | 19k | $1.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 14k | $717k |
| Citadel Advisors | Dec 2025 | 14k | $671k |
| Jpmorgan Chase & Co | Sep 2025 | 13k | $651k |
| Collaborative Wealth Managment | Dec 2025 | 8.3k | $414k |
| Lynch Investment Planning | Dec 2025 | 4.8k | $237k |
| Avant Capital | Dec 2025 | 4.7k | $232k |
| Hrt Financial | Dec 2025 | 4.5k | $224k |
| Optima Capital | Dec 2025 | 3.6k | $178k |
| ORG Partners | Sep 2025 | 2.8k | $138k |
| Plante Moran Financial Advisors | Dec 2025 | 423.00 | $21k |
| AlphaCore Capital | Dec 2025 | 275.00 | $14k |
| Goss Wealth Management | Dec 2025 | 73.00 | $3.6k |