WisdomTree Trust - DGRS

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$233.5M
QoQ value delta ($000)
-$4.11M (-1.73%)
Implied price effect (QoQ)
-1.93%
Shares
Total shares
4,013,779
QoQ shares delta
+8,111 (+0.2%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DGRS)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 59 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 36,651 617,509 0.01%
MORGAN STANLEY 31,760 535,104 0.0%
Stonebridge Financial Group, LLC 16,529 295,453 1.22%
BANK OF AMERICA CORP /DE/ 9,958 167,788 0.0%
LVM CAPITAL MANAGEMENT LTD/MI 8,505 152,027 0.71%
RAYMOND JAMES FINANCIAL INC 8,411 141,714 0.0%
United Advisor Group, LLC 7,128 127,415 0.68%
OSAIC HOLDINGS, INC. 6,921 116,618 0.01%
UBS Group AG 5,918 99,718 0.0%
Modern Wealth Management, LLC 5,782 97,427 0.07%
Linscomb Wealth, Inc. 5,709 96,203 0.25%
XML Financial, LLC 5,552 99,252 0.4%
COMMONWEALTH EQUITY SERVICES, LLC 5,452 97,463 0.01%
ROYAL BANK OF CANADA 4,981 83,919 0.0%
IFG Advisory, LLC 4,497 75,781 0.16%
COLUMBIA ADVISORY PARTNERS LLC 4,211 75,279 2.32%
BANK OF NOVA SCOTIA 3,755 63,280 0.01%
Stonebridge Wealth Management, LLC 3,308 59,134 2.94%
Philip James Wealth Mangement, LLC 2,917 52,148 0.32%
Independent Advisor Alliance 2,871 48,378 0.07%
Stratos Wealth Partners, LTD. 2,663 44,868 0.03%
Dickmeyer Boyce Financial Management, Inc. 2,419 43,241 1.24%
Strategic Financial Concepts, LLC 2,385 40,184 0.71%
Vestmark Advisory Solutions, Inc. 2,137 36,014 0.02%
CAPTRUST FINANCIAL ADVISORS 1,976 33,300 0.0%