DGRS Institutional Ownership
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
1W: -0.1%
1M: -3.6%
3M: -3.2%
YTD: +14.2%
1Y: +14.3%
3Y: +46.5%
5Y: +41.8%
$57.02
+0.56 (+1.00%)
Weekly Expected Move ±1.5%
$55
$56
$57
$58
$59
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DGRS
137
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
237M
Total Invested
14
New Positions
39
Increased
56
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (152 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 617,509 | 35M | +58,653 | +10.5% | 48Q | SEC ↗ |
| 2 | MORGAN STANLEY | 535,104 | 31M | +13,866 | +2.7% | 52Q | SEC ↗ |
| 3 | Stonebridge Financial Group, LLC | 289,800 | 17M | +8,221 | +2.9% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 167,788 | 10M | -12,716 | -7.0% | 15Q | SEC ↗ |
| 5 | LVM CAPITAL MANAGEMENT LTD/MI | 148,480 | 8M | +4,386 | +3.0% | 39Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 141,714 | 8M | -85,250 | -37.6% | 7Q | SEC ↗ |
| 7 | United Advisor Group, LLC | 127,703 | 7M | +3,036 | +2.4% | 10Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 116,618 | 7M | +97,959 | +525.0% | 26Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 101,805 | 6M | -3,107 | -3.0% | 35Q | SEC ↗ |
| 10 | UBS Group AG | 99,718 | 6M | -6,551 | -6.2% | 47Q | SEC ↗ |
| 11 | Modern Wealth Management, LLC | 97,427 | 6M | +3,402 | +3.6% | 5Q | SEC ↗ |
| 12 | XML Financial, LLC | 97,128 | 6M | -6,056 | -5.9% | 24Q | SEC ↗ |
| 13 | Linscomb Wealth, Inc. | 96,203 | 5M | -4,490 | -4.5% | 50Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 83,919 | 5M | -5,811 | -6.5% | 52Q | SEC ↗ |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | 79,482 | 5M | +801 | +1.0% | 7Q | SEC ↗ |
| 16 | IFG Advisory, LLC NEW | 75,781 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BANK OF NOVA SCOTIA | 63,280 | 4M | -21,150 | -25.1% | 2Q | SEC ↗ |
| 18 | Stonebridge Wealth Management, LLC | 61,142 | 3M | -5,147 | -7.8% | 5Q | SEC ↗ |
| 19 | Philip James Wealth Mangement, LLC | 52,788 | 3M | -2,413 | -4.4% | 9Q | SEC ↗ |
| 20 | Independent Advisor Alliance | 48,378 | 3M | -5,978 | -11.0% | 5Q | SEC ↗ |
| 21 | CWM, LLC | 48,264 | 3M | -2,143 | -4.3% | 13Q | SEC ↗ |
| 22 | Stratos Wealth Partners, LTD. | 44,868 | 3M | -1,864 | -4.0% | 7Q | SEC ↗ |
| 23 | Dickmeyer Boyce Financial Management, | 43,205 | 2M | +890 | +2.1% | 2Q | SEC ↗ |
| 24 | Strategic Financial Concepts, LLC | 40,184 | 2M | +3,266 | +8.8% | 2Q | SEC ↗ |
| 25 | Vestmark Advisory Solutions, Inc. | 36,014 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 26 | CERTUITY, LLC | 35,508 | 2M | -5 | -0.0% | 17Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 33,300 | 2M | -10 | -0.0% | 6Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 32,257 | 2M | +2,761 | +9.4% | 13Q | SEC ↗ |
| 29 | LifeWealth Investments, LLC | 31,831 | 2M | +3,503 | +12.4% | 6Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 30,504 | 2M | +1,835 | +6.4% | 19Q | SEC ↗ |
| 31 | Everstar Asset Management, LLC | 30,019 | 2M | +4,215 | +16.3% | 8Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 26,861 | 2M | +6,159 | +29.8% | 23Q | SEC ↗ |
| 33 | HARBOR INVESTMENT ADVISORY, LLC | 20,300 | 1M | +6,115 | +43.1% | 16Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 18,500 | 1M | -10,600 | -36.4% | 2Q | SEC ↗ |
| 35 | Allworth Financial LP | 17,940 | 1M | -293 | -1.6% | 17Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 16,327 | 931K | -167 | -1.0% | 10Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 16,272 | 928K | +279 | +1.7% | 16Q | SEC ↗ |
| 38 | PRECEDENT WEALTH PARTNERS, LLC | 15,681 | 894K | -544 | -3.4% | 11Q | SEC ↗ |
| 39 | UBS AM, a distinct business unit of UB | 14,907 | 850K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Creative Planning | 13,442 | 766K | +12 | +0.1% | 24Q | SEC ↗ |
| 41 | OPPENHEIMER & CO INC | 12,677 | 723K | +361 | +2.9% | 8Q | SEC ↗ |
| 42 | Sovran Advisors, LLC | 11,258 | 642K | -453 | -3.9% | 7Q | SEC ↗ |
| 43 | Team Financial Group, LLC | 10,044 | 573K | +35 | +0.3% | 12Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 9,979 | 569K | -246 | -2.4% | 33Q | SEC ↗ |
| 45 | WealthPoint Financial, LLC | 9,970 | 568K | +167 | +1.7% | 3Q | SEC ↗ |
| 46 | Summit Financial, LLC | 9,587 | 547K | -239 | -2.4% | 2Q | SEC ↗ |
| 47 | Princeton Global Asset Management LLC | 9,179 | 523K | -243 | -2.6% | 23Q | SEC ↗ |
| 48 | FIRST NATIONAL BANK SIOUX FALLS | 9,052 | 516K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Arkadios Wealth Advisors | 8,920 | 509K | +687 | +8.3% | 6Q | SEC ↗ |
| 50 | Wealthcare Capital Partners, LLC | 8,919 | 509K | +337 | +3.9% | 7Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 75,781 | 4M |
| EP Wealth Advisors, LLC | 8,743 | 498K |
| COMPASS FINANCIAL MANAGEMENT LLC | 8,076 | 460K |
| CITADEL ADVISORS LLC | 6,502 | 371K |
| FLOW TRADERS U.S. LLC | 4,381 | 250K |
| Farther Finance Advisors, LLC | 3,905 | 223K |
| TRUIST FINANCIAL CORP | 3,674 | 209K |
| OPTIMA CAPITAL LLC | 3,619 | 206K |
| Seek First Inc. | 3,381 | 193K |
| Integrated Wealth Concepts LLC | 2,234 | 127K |
| Global Retirement Partners, LLC | 1,713 | 98K |
| Institute for Wealth Management, LL | 568 | 32K |
| IFP Advisors, Inc | 285 | 16K |
| Financial Gravity Companies, Inc. | 7 | 0K |
| Financial Gravity Asset Management, | 7 | 0K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Lido Advisors, LLC | 235,589 | 13M |
| Ascentis Independent Advisors | 13,144 | 749K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,683 | 552K |
| Collaborative Wealth Managment Inc. | 8,341 | 476K |
| Virtu Financial LLC | 7,325 | 418K |
| Waverly Advisors, LLC | 4,974 | 284K |
| Lynch Investment Planning, LLC | 4,766 | 272K |
| Avant Capital LLC | 4,668 | 266K |
| HRT FINANCIAL LP | 4,529 | 258K |
| MWA Asset Management | 3,152 | 180K |
| Root Financial Partners, LLC | 1,260 | 72K |
| Western Wealth Management, LLC | 1,035 | 59K |
| Plante Moran Financial Advisors, LL | 423 | 24K |
| Quattro Advisors LLC | 417 | 24K |
| AlphaCore Capital LLC | 275 | 16K |
| BlackRock, Inc. | 220 | 13K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 192 | 11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +97,959 | +525.0% | 116,618 |
| LPL Financial LLC | +58,653 | +10.5% | 617,509 |
| MORGAN STANLEY | +13,866 | +2.7% | 535,104 |
| Stonebridge Financial Group, LLC | +8,221 | +2.9% | 289,800 |
| Cambridge Investment Research Advis | +6,159 | +29.8% | 26,861 |
| HARBOR INVESTMENT ADVISORY, LLC | +6,115 | +43.1% | 20,300 |
| FMR LLC | +5,000 | +235.0% | 7,128 |
| LVM CAPITAL MANAGEMENT LTD/MI | +4,386 | +3.0% | 148,480 |
| Everstar Asset Management, LLC | +4,215 | +16.3% | 30,019 |
| Savant Capital, LLC | +4,144 | +108.1% | 7,976 |
| LifeWealth Investments, LLC | +3,503 | +12.4% | 31,831 |
| Modern Wealth Management, LLC | +3,402 | +3.6% | 97,427 |
| Strategic Financial Concepts, LLC | +3,266 | +8.8% | 40,184 |
| United Advisor Group, LLC | +3,036 | +2.4% | 127,703 |
| Private Advisor Group, LLC | +2,761 | +9.4% | 32,257 |
| ENVESTNET ASSET MANAGEMENT INC | +1,835 | +6.4% | 30,504 |
| Dickmeyer Boyce Financial Managemen | +890 | +2.1% | 43,205 |
| COLUMBIA ADVISORY PARTNERS LLC | +801 | +1.0% | 79,482 |
| Arkadios Wealth Advisors | +687 | +8.3% | 8,920 |
| Opes Wealth Management LLC | +675 | +8.2% | 8,868 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Founders Financial Alliance, LLC | -90,695 | -95.2% | 4,550 |
| RAYMOND JAMES FINANCIAL INC | -85,250 | -37.6% | 141,714 |
| BANK OF NOVA SCOTIA | -21,150 | -25.1% | 63,280 |
| BANK OF AMERICA CORP /DE | -12,716 | -7.0% | 167,788 |
| TWO SIGMA INVESTMENTS, LP | -10,600 | -36.4% | 18,500 |
| UBS Group AG | -6,551 | -6.2% | 99,718 |
| XML Financial, LLC | -6,056 | -5.9% | 97,128 |
| Independent Advisor Alliance | -5,978 | -11.0% | 48,378 |
| ROYAL BANK OF CANADA | -5,811 | -6.5% | 83,919 |
| Stonebridge Wealth Management, LLC | -5,147 | -7.8% | 61,142 |
| Linscomb Wealth, Inc. | -4,490 | -4.5% | 96,203 |
| Gateway Wealth Partners, LLC | -3,842 | -53.0% | 3,411 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,107 | -3.0% | 101,805 |
| AE Wealth Management LLC | -2,929 | -90.6% | 304 |
| Marshall & Sterling Wealth Advisors | -2,788 | -34.0% | 5,407 |
| Kestra Advisory Services, LLC | -2,588 | -32.3% | 5,432 |
| Philip James Wealth Mangement, LLC | -2,413 | -4.4% | 52,788 |
| CWM, LLC | -2,143 | -4.3% | 48,264 |
| IHT Wealth Management, LLC | -1,977 | -20.2% | 7,815 |
| Stratos Wealth Partners, LTD. | -1,864 | -4.0% | 44,868 |