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Wisdomtree Us Smallcap Dividen mf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $519k 8.7k 59.35

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View all positions for EP Wealth Advisors

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Stonebridge Financial Group
Bank of America Corporation
Lvm Capital Management
Raymond James Financial
United Advisor Group
Advisor Group Holdings
Commonwealth Equity Services
UBS Group
Modern Wealth Management
XML Financial
Linscomb & Williams
Royal Bank of Canada
Columbia Advisory Partners

View all funds holding Wisdomtree Us Smallcap Dividen mf