DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DGRS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
131
Reporting holders
$239.3M
Reported value
0.0%
Calls
0.0%
Puts
+4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $36.7M | 617,509 | 0.01% | 31q | +10.5%+$3.5M |
| MORGAN STANLEY | $31.8M | 535,104 | 0.00% | 35q | +2.7%+$823.0K |
| Stonebridge Financial Group, LLC | $17.2M | 289,800 | 1.30% | 7q | +2.9%+$487.9K |
| BANK OF AMERICA CORP /DE/ | $10.0M | 167,788 | 0.00% | 31q | -7.0%-$754.7K |
| LVM CAPITAL MANAGEMENT LTD/MI | $8.8M | 148,480 | 0.74% | 31q | +3.0%+$260.3K |
| RAYMOND JAMES FINANCIAL INC | $8.4M | 141,714 | 0.00% | 7q | -37.6%-$5.1M |
| United Advisor Group, LLC | $7.6M | 127,703 | 0.80% | 10q | +2.4%+$180.2K |
| OSAIC HOLDINGS, INC. | $6.9M | 116,618 | 0.01% | 26q | +525.0%+$5.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 101,805 | 0.01% | 31q | -3.0%-$184.4K |
| UBS Group AG | $5.9M | 99,718 | 0.00% | 31q | -6.2%-$388.8K |
| Modern Wealth Management, LLC | $5.8M | 97,427 | 0.07% | 5q | +3.6%+$201.9K |
| XML Financial, LLC | $5.8M | 97,128 | 0.42% | 24q | -5.9%-$359.4K |
| Linscomb Wealth, Inc. | $5.7M | 96,203 | 0.25% | 31q | -4.5%-$266.5K |
| ROYAL BANK OF CANADA | $5.0M | 83,919 | 0.00% | 31q | -6.5%-$344.9K |
| COLUMBIA ADVISORY PARTNERS LLC | $4.7M | 79,482 | 2.60% | 7q | +1.0%+$47.5K |
| IFG Advisory, LLC | $4.5M | 75,781 | 0.16% | new | NEW |
| BANK OF NOVA SCOTIA | $3.8M | 63,280 | 0.01% | 2q | -25.1%-$1.3M |
| Stonebridge Wealth Management, LLC | $3.6M | 61,142 | 3.25% | 5q | -7.8%-$305.5K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 53,722 | 0.00% | 23q | +159.5%+$2.0M |
| Philip James Wealth Mangement, LLC | $3.1M | 52,788 | 0.35% | 9q | -4.4%-$143.2K |
| Independent Advisor Alliance | $2.9M | 48,378 | 0.07% | 5q | -11.0%-$354.8K |
| Stratos Wealth Partners, LTD. | $2.7M | 44,868 | 0.03% | 7q | -4.0%-$110.6K |
| Dickmeyer Boyce Financial Management, Inc. | $2.6M | 43,205 | 1.33% | 2q | +2.1%+$52.8K |
| Strategic Financial Concepts, LLC | $2.4M | 40,184 | 0.71% | 2q | +8.8%+$193.8K |
| Vestmark Advisory Solutions, Inc. | $2.1M | 36,014 | 0.02% | 6q | HELD |
| CERTUITY, LLC | $2.1M | 35,508 | 0.10% | 17q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $2.0M | 33,300 | 0.00% | 6q | HELD |
| Private Advisor Group, LLC | $1.9M | 32,257 | 0.01% | 13q | +9.4%+$163.9K |
| LifeWealth Investments, LLC | $1.9M | 31,831 | 0.50% | 6q | +12.4%+$207.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 30,504 | 0.00% | 19q | +6.4%+$108.9K |
| Everstar Asset Management, LLC | $1.8M | 30,019 | 0.86% | 8q | +16.3%+$250.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $1.2M | 20,300 | 0.08% | 16q | +43.1%+$362.9K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 18,500 | 0.00% | 2q | -36.4%-$629.2K |
| Allworth Financial LP | $1.1M | 17,940 | 0.00% | 17q | -1.6%-$17.4K |
| Cetera Investment Advisers | $969.1K | 16,327 | 0.00% | 10q | -1.0%-$9.9K |
| JPMORGAN CHASE & CO | $961.0K | 16,272 | 0.00% | 16q | +1.7%+$16.5K |
| PRECEDENT WEALTH PARTNERS, LLC | $930.7K | 15,681 | 0.15% | 11q | -3.4%-$32.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $884.8K | 14,907 | 0.00% | 2q | HELD |
| Creative Planning | $797.8K | 13,442 | 0.00% | 24q | HELD |
| OPPENHEIMER & CO INC | $752.4K | 12,677 | 0.01% | 8q | +2.9%+$21.4K |
| Sovran Advisors, LLC | $681.2K | 11,258 | 0.05% | 7q | -3.9%-$27.4K |
| Team Financial Group, LLC | $596.1K | 10,044 | 0.25% | 12q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $592.3K | 9,979 | 0.00% | 31q | -2.4%-$14.6K |
| WealthPoint Financial, LLC | $591.8K | 9,970 | 0.43% | 3q | +1.7%+$9.9K |
| Summit Financial, LLC | $569.0K | 9,587 | 0.01% | 2q | -2.4%-$14.2K |
| Princeton Global Asset Management LLC | $544.8K | 9,179 | 0.08% | 23q | -2.6%-$14.4K |
| Arkadios Wealth Advisors | $529.4K | 8,920 | 0.01% | 6q | +8.3%+$40.8K |
| Wealthcare Capital Partners, LLC | $529.4K | 8,919 | 0.22% | 7q | +3.9%+$20.0K |
| Avidian Wealth Enterprises, LLC | $526.2K | 8,865 | 0.01% | 2q | -2.6%-$14.0K |
| EP Wealth Advisors, LLC | $518.9K | 8,743 | 0.00% | new | NEW |
| FIRST NATIONAL BANK SIOUX FALLS | $500.5K | 9,052 | 0.14% | 3q | HELD |
| CAPITAL MANAGEMENT CORP /VA | $480.8K | 8,100 | 0.07% | 31q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $479.3K | 8,076 | 0.06% | new | FIRST |
| IHT Wealth Management, LLC | $463.8K | 7,815 | 0.01% | 11q | -20.2%-$117.3K |
| Redmond Asset Management, LLC | $460.9K | 7,765 | 0.12% | 23q | +6.3%+$27.3K |
| Savant Capital, LLC | $448.9K | 7,976 | 0.00% | 2q | +108.1%+$233.2K |
| JONES FINANCIAL COMPANIES LLLP | $446.7K | 7,490 | 0.00% | 9q | +6.7%+$28.0K |
| Steward Partners Investment Advisory, LLC | $438.0K | 7,380 | 0.00% | 29q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $437.1K | 7,365 | 0.00% | 3q | -11.6%-$57.3K |
| FMR LLC | $423.1K | 7,128 | 0.00% | 21q | +235.0%+$296.8K |
| TopTier Wealth Management, LLC | $402.4K | 6,780 | 0.24% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $386.0K | 6,496 | 0.00% | 4q | +7.7%+$27.5K |
| CITADEL ADVISORS LLC | $385.9K | 6,502 | 0.00% | new | NEW |
| Quartz Partners, LLC | $385.0K | 6,486 | 0.13% | 8q | +6.3%+$22.8K |
| Asset Dedication, LLC | $381.3K | 6,424 | 0.02% | 31q | HELD |
| Rockefeller Capital Management L.P. | $373.0K | 6,283 | 0.00% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $370.7K | 6,302 | 0.00% | 12q | -6.9%-$27.5K |
| RMR Wealth Builders | $366.1K | 6,167 | 0.02% | 20q | -2.6%-$9.8K |
| Sanctuary Advisors, LLC | $353.0K | 5,947 | 0.00% | 9q | -4.1%-$15.0K |
| Joseph Group Capital Management | $351.5K | 5,923 | 0.07% | 19q | -2.6%-$9.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $339.9K | 5,727 | 0.01% | 31q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $331.2K | 5,579 | 0.09% | 15q | -3.0%-$10.3K |
| Kestra Advisory Services, LLC | $322.4K | 5,432 | 0.00% | 13q | -32.3%-$153.6K |
| Marshall & Sterling Wealth Advisors Inc. | $320.9K | 5,407 | 0.19% | 7q | -34.0%-$165.5K |
| Cascade Financial Partners, LLC | $318.8K | 5,372 | 0.03% | 10q | HELD |
| STIFEL FINANCIAL CORP | $315.6K | 5,317 | 0.00% | 11q | -2.2%-$7.2K |
| Venturi Wealth Management, LLC | $305.5K | 5,148 | 0.01% | 14q | -0.5%-$1.5K |
| IMC-Chicago, LLC | $305.4K | 5,146 | 0.00% | 2q | +12.4%+$33.7K |
| Atria Investments, Inc | $278.5K | 4,692 | 0.00% | 4q | -4.6%-$13.4K |
| Founders Financial Alliance, LLC | $270.1K | 4,550 | 0.04% | 10q | -95.2%-$5.4M |
| Chicago Partners Investment Group LLC | $269.9K | 4,535 | 0.01% | 23q | -3.5%-$9.9K |
| HUNTINGTON NATIONAL BANK | $266.8K | 4,495 | 0.00% | 2q | -1.3%-$3.6K |
| FLOW TRADERS U.S. LLC | $260.0K | 4,381 | 0.01% | new | NEW |
| Empirical Asset Management, LLC | $245.8K | 4,141 | 0.06% | 9q | -5.4%-$14.1K |
| Farther Finance Advisors, LLC | $231.8K | 3,905 | 0.00% | new | NEW |
| Redwood Family Wealth LLC | $223.6K | 3,766 | 0.20% | 2q | -4.3%-$10.1K |
| Beacon Financial Advisory LLC | $218.5K | 3,681 | 0.04% | 6q | -4.4%-$10.1K |
| TRUIST FINANCIAL CORP | $218.0K | 3,674 | 0.00% | new | NEW |
| OPTIMA CAPITAL LLC | $214.8K | 3,619 | 0.08% | new | NEW |
| BESSEMER GROUP INC | $209.0K | 3,527 | 0.00% | 4q | HELD |
| Bison Wealth, LLC | $204.6K | 3,473 | 0.02% | 3q | -11.4%-$26.3K |
| Gateway Wealth Partners, LLC | $202.5K | 3,411 | 0.01% | 2q | -53.0%-$228.1K |
| Seek First Inc. | $200.7K | 3,381 | 0.13% | new | NEW |
| BANK OF MONTREAL /CAN/ | $195.9K | 3,300 | 0.00% | 9q | HELD |
| CENTAURUS FINANCIAL, INC. | $187.0K | 3,145 | 0.01% | 5q | +1.6%+$2.9K |
| NATIONAL BANK OF CANADA /FI/ | $154.2K | 2,600 | 0.00% | 10q | HELD |
| Capital Advisors, Ltd. LLC | $154.0K | 2,600 | 0.02% | 13q | HELD |
| REAP Financial Group, LLC | $139.1K | 2,344 | 0.02% | 11q | -30.1%-$59.8K |
| SBI Securities Co., Ltd. | $117.5K | 1,980 | 0.00% | 7q | -2.5%-$3.0K |
| BFC Planning, Inc. | $114.6K | 1,930 | 0.00% | new | NEW |
Showing the largest 100 of 131 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $55.5M | 992,305 | 5 | 10 | 15 | 0.0% |
| Q2 2026 | 131 | $239.3M | 4,032,529 | 12 | 35 | 48 | 0.0% |
| Q1 2026 | 127 | $225.2M | 4,251,127 | 16 | 40 | 37 | 0.0% |
| Q4 2025 | 126 | $215.0M | 4,328,557 | 10 | 33 | 50 | 0.0% |
| Q3 2025 | 126 | $234.3M | 4,687,759 | 13 | 32 | 47 | 0.0% |
| Q2 2025 | 122 | $227.4M | 4,879,727 | 5 | 44 | 34 | 0.0% |
| Q1 2025 | 122 | $225.8M | 4,855,262 | 11 | 48 | 37 | 0.0% |
| Q4 2024 | 131 | $297.2M | 5,801,144 | 20 | 45 | 24 | 0.0% |
| Q3 2024 | 109 | $224.1M | 4,353,343 | 14 | 38 | 28 | 0.1% |
| Q2 2024 | 103 | $219.2M | 4,649,667 | 12 | 30 | 33 | 0.0% |
| Q1 2024 | 98 | $245.0M | 4,937,434 | 14 | 26 | 29 | 0.0% |
| Q4 2023 | 91 | $196.2M | 4,135,644 | 10 | 29 | 27 | 0.0% |
| Q3 2023 | 86 | $149.4M | 3,625,767 | 6 | 28 | 25 | 0.0% |
| Q2 2023 | 84 | $119.9M | 2,823,218 | 7 | 29 | 20 | 0.0% |
| Q1 2023 | 85 | $111.8M | 2,689,821 | 10 | 28 | 20 | 0.0% |
| Q4 2022 | 82 | $104.9M | 2,603,022 | 7 | 24 | 27 | 0.0% |
| Q3 2022 | 79 | $111.0M | 3,081,801 | 6 | 28 | 15 | 0.0% |
| Q2 2022 | 83 | $128.4M | 3,229,529 | 11 | 24 | 19 | 0.0% |
| Q1 2022 | 73 | $153.1M | 3,427,166 | 4 | 31 | 12 | 0.0% |
| Q4 2021 | 74 | $152.2M | 3,195,782 | 4 | 26 | 16 | 0.0% |
| Q3 2021 | 67 | $168.4M | 3,788,425 | 4 | 25 | 16 | 0.0% |
| Q2 2021 | 69 | $177.1M | 3,809,110 | 9 | 19 | 16 | 0.0% |
| Q1 2021 | 66 | $167.9M | 3,651,030 | 10 | 17 | 17 | 0.0% |
| Q4 2020 | 59 | $125.2M | 3,160,582 | 10 | 19 | 13 | 0.0% |
| Q3 2020 | 51 | $72.3M | 2,348,514 | 5 | 11 | 20 | 0.0% |
| Q2 2020 | 52 | $137.2M | 4,561,790 | 6 | 14 | 18 | 0.0% |
| Q1 2020 | 55 | $147.5M | 5,855,940 | 8 | 13 | 17 | 0.0% |
| Q4 2019 | 59 | $233.3M | 6,185,964 | 3 | 17 | 16 | 0.0% |
| Q3 2019 | 53 | $91.8M | 2,580,296 | 10 | 11 | 13 | 0.0% |
| Q2 2019 | 53 | $66.3M | 1,867,363 | 8 | 20 | 15 | 0.0% |
| Q1 2019 | 48 | $68.0M | 1,960,496 | 7 | 14 | 12 | 0.0% |
| Q4 2018 | 48 | $55.2M | 1,771,995 | 1 | 1 | 2 | 0.0% |