WisdomTree Trust - DGRS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$214.7M

QoQ value delta ($000)

-$9.004M (-4.03%)

Implied price effect (QoQ)

-0.55%

Total shares

4,322,478

QoQ shares delta

-156,534 (-3.49%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	27,147	547,134	0.01%
MORGAN STANLEY	22,155	446,507	0.0%
RAYMOND JAMES FINANCIAL INC	20,751	418,229	0.01%
Stonebridge Financial Group, LLC	12,930	260,595	1.1%
Lido Advisors, LLC	12,561	251,328	0.04%
BANK OF AMERICA CORP /DE/	9,232	186,065	0.0%
LVM CAPITAL MANAGEMENT LTD/MI	6,822	137,487	0.63%
United Advisor Group, LLC	6,030	121,546	0.75%
Linscomb Wealth, Inc.	5,814	117,177	0.24%
COMMONWEALTH EQUITY SERVICES, LLC	5,025	101,290	0.01%
UBS Group AG	4,955	99,881	0.0%
XML Financial, LLC	4,645	93,623	0.38%
Founders Financial Alliance, LLC	4,607	92,862	0.87%
ROYAL BANK OF CANADA	4,601	92,730	0.0%
IFG Advisory, LLC	4,318	87,035	0.19%
COLUMBIA ADVISORY PARTNERS LLC	3,938	79,372	2.68%
Philip James Wealth Mangement, LLC	3,827	77,143	0.44%
Modern Wealth Management, LLC	3,785	76,300	0.07%
Stonebridge Wealth Management, LLC	3,719	74,952	3.51%
Stratos Wealth Partners, LTD.	2,619	52,799	0.03%
CWM, LLC	2,501	50,407	0.01%
CERTUITY, LLC	2,236	45,066	0.14%
Independent Advisor Alliance	2,194	44,233	0.05%
Marshall & Sterling Wealth Advisors Inc.	2,053	41,380	1.36%
CAPTRUST FINANCIAL ADVISORS	1,804	36,359	0.0%