WisdomTree Trust - DGRS

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$225.2M

QoQ value delta ($000)

+$10.48M (+4.88%)

Implied price effect (QoQ)

+6.62%

Total shares

4,252,499

QoQ shares delta

-70,448 (-1.63%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 125 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	29,595	558,856	0.01%
MORGAN STANLEY	27,603	521,238	0.0%
Stonebridge Financial Group, LLC	14,911	281,579	1.23%
Lido Advisors, LLC	12,476	235,589	0.04%
RAYMOND JAMES FINANCIAL INC	12,019	226,964	0.0%
BANK OF AMERICA CORP /DE/	9,559	180,504	0.0%
LVM CAPITAL MANAGEMENT LTD/MI	7,631	144,094	0.72%
United Advisor Group, LLC	6,602	124,667	0.81%
UBS Group AG	5,627	106,269	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	5,555	104,912	0.01%
XML Financial, LLC	5,464	103,184	0.44%
Linscomb Wealth, Inc.	5,332	100,693	0.24%
Founders Financial Alliance, LLC	5,043	95,245	0.91%
Modern Wealth Management, LLC	5,006	94,025	0.09%
ROYAL BANK OF CANADA	4,752	89,730	0.0%
BANK OF NOVA SCOTIA	4,471	84,430	0.01%
COLUMBIA ADVISORY PARTNERS LLC	4,166	78,681	2.66%
Stonebridge Wealth Management, LLC	3,510	66,289	3.36%
Philip James Wealth Mangement, LLC	2,923	55,201	0.34%
Independent Advisor Alliance	2,878	54,356	0.03%
CWM, LLC	2,555	48,264	0.01%
Stratos Wealth Partners, LTD.	2,474	46,732	0.03%
Dickmeyer Boyce Financial Management, Inc.	2,240	42,315	1.32%
Strategic Financial Concepts, LLC	1,955	36,918	0.48%
Vestmark Advisory Solutions, Inc.	1,907	36,014	0.02%