Free Trial
→ Boomers miss Bitcoin rally (From Stansberry Research) (Ad) Free DGRS Stock Alerts

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) Institutional Ownership

$52.00 +0.14 (+0.27%)
As of 01/17/2025 03:58 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (NASDAQ:DGRS)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.19M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.71M
Get DGRS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DGRS Institutional Buying and Selling by Quarter

WisdomTree U.S. SmallCap Quality Dividend Growth Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC4,038$207K0.0%N/A0.045%
1/10/2025 LVM Capital Management Ltd. MI135,035$6.92M0.7%+5.7%1.484%
1/10/2025 ORG Partners LLC788$40K0.0%N/A0.009%
12/26/2024JPMorgan Chase & Co.11,712$604K0.0%-41.4%0.144%
11/18/2024Sunbelt Securities Inc.5,925$305K0.0%+64.8%0.073%
10/30/2024United Advisor Group LLC70,181$3.62M0.8%+27.8%0.862%
10/29/2024Princeton Global Asset Management LLC21,002$1.08M0.2%+23.9%0.258%
10/28/2024Creative Financial Designs Inc. ADV2,838$146K0.0%-37.1%0.035%
10/23/2024Team Financial Group LLC98,640$5.08M3.1%-17.7%1.212%
10/5/2024Harbor Investment Advisory LLC15,970$823K0.1%+10.6%0.197%
8/16/2024Sunbelt Securities Inc.3,595$169K0.0%+74.5%0.046%
8/14/2024Team Financial Group LLC119,821$5.65M3.8%-13.1%1.548%
4/12/2024Harbor Investment Advisory LLC16,426$815K0.1%-23.2%0.232%
3/8/2024ICA Group Wealth Management LLC591$28K0.0%N/A0.009%
1/26/2024Harbor Investment Advisory LLC21,399$1.02M0.1%+37.7%0.315%
1/12/2024 LVM Capital Management Ltd. MI109,255$5.18M0.7%+10.9%1.631%
1/10/2024Creative Financial Designs Inc. ADV2,453$116K0.0%+38.1%0.037%
12/11/2023Sunbelt Securities Inc.912$38K0.0%+55.9%0.014%
11/3/2023 ORG Partners LLC3,023$124K0.0%N/A0.046%
10/27/2023Princeton Global Asset Management LLC11,477$473K0.1%-8.1%0.177%
10/13/2023Harbor Investment Advisory LLC15,539$640K0.1%+35.7%0.244%
10/10/2023 LVM Capital Management Ltd. MI98,555$4.06M0.6%+7.4%1.545%
8/4/2023Princeton Global Asset Management LLC12,490$530K0.2%-2.6%0.219%
8/2/2023Waverton Investment Management Ltd20,990$976K0.0%-2.1%0.368%
7/26/2023Creative Financial Designs Inc. ADV1,444$61K0.0%+113.0%0.026%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC2,081$88K0.0%+13.1%0.037%
7/14/2023Harbor Investment Advisory LLC11,449$486K0.1%+16.0%0.203%
7/7/2023 LVM Capital Management Ltd. MI91,806$3.90M0.5%+5.9%1.631%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC1,840$76K0.0%N/A0.034%
4/24/2023Asset Dedication LLC6,424$267K0.0%+23.1%0.120%
4/20/2023Princeton Global Asset Management LLC12,817$533K0.2%+4.9%0.240%
4/17/2023 LVM Capital Management Ltd. MI86,696$3.60M0.5%+20.8%1.624%
4/12/2023Private Trust Co. NA689$29K0.0%N/A0.013%
2/10/2023CoreCap Advisors LLC1,408$57K0.0%N/A0.026%
2/2/2023Waverton Investment Management Ltd21,440$943K0.0%-4.9%0.403%
1/24/2023Harbor Investment Advisory LLC9,873$397K0.1%+493.0%0.186%
1/18/2023Well Done LLC17,775$715K0.2%N/A0.335%
1/3/2023 LVM Capital Management Ltd. MI71,776$2.89M0.4%+11.4%1.421%
11/15/2022Flow Traders U.S. LLC11,479$413K0.0%N/A0.227%
11/14/2022Princeton Global Asset Management LLC12,217$439K0.2%-5.2%0.242%
11/1/2022Harbor Investment Advisory LLC1,665$60K0.0%N/A0.033%
10/5/2022 LVM Capital Management Ltd. MI64,426$2.32M0.4%+37.1%1.228%
9/16/2022Private Trust Co. NA1,739$69K0.0%N/A0.033%
8/11/2022CoreCap Advisors LLC3,614$143K0.0%-20.3%0.069%
8/4/2022Princeton Global Asset Management LLC12,892$512K0.2%-4.6%0.247%
7/29/2022Patriot Financial Group Insurance Agency LLC4,217$167K0.0%+84.3%0.079%
7/20/2022Cadence Bank NA7,116$283K0.1%-5.1%0.135%
7/14/2022 LVM Capital Management Ltd. MI46,983$1.87M0.3%+9.1%0.900%
7/13/2022Waverton Investment Management Ltd22,540$1.01M0.0%+2.0%0.432%
5/11/2022Patriot Financial Group Insurance Agency LLC2,288$102K0.0%+31.5%0.045%
5/6/2022Princeton Global Asset Management LLC13,509$603K0.2%-4.4%0.265%
4/21/2022Asset Dedication LLC5,152$229K0.0%+6.9%0.102%
4/18/2022Cadence Bank NA7,497$335K0.1%+8.5%0.148%
4/13/2022 LVM Capital Management Ltd. MI43,073$1.92M0.3%+5.3%0.852%
2/10/2022Linscomb & Williams Inc.226,260$10.77M0.5%-8.8%4.585%
2/7/2022Waverton Investment Management Ltd22,020$1.17M0.0%+7.1%0.446%
2/2/2022Princeton Global Asset Management LLC14,134$673K0.2%+5.9%0.286%
1/28/2022Amplius Wealth Advisors LLC3,000$142K0.0%N/A0.064%
1/24/2022Private Wealth Strategies L.L.C.236,043$11.23M2.6%+4.5%5.038%
1/19/2022Cadence Bank NA6,912$329K0.1%-9.2%0.149%
1/4/2022 LVM Capital Management Ltd. MI40,898$1.95M0.3%-3.4%0.892%
11/24/2021Patriot Financial Group Insurance Agency LLC1,671$74K0.0%+21.0%0.036%
11/15/2021Flow Traders U.S. LLC16,463$730K0.0%-2.7%0.364%
11/3/2021Linscomb & Williams Inc.248,054$11.01M0.6%-4.0%5.506%
11/3/2021Princeton Global Asset Management LLC592$59K0.2%-95.6%0.013%
11/2/2021Parallel Advisors LLC627$28K0.0%-57.4%0.014%
10/22/2021Cadence Bank NA7,609$337K0.1%-7.4%0.170%
10/19/2021Ellevest Inc.908$40K0.0%-26.0%0.021%
10/18/2021Asset Dedication LLC4,602$204K0.0%+8.0%0.108%
10/18/2021Waverton Investment Management Ltd20,560$1.10M0.0%+5.0%0.481%
10/8/2021Creative Financial Designs Inc. ADV696$31K0.0%+67.3%0.016%
8/24/2021Flow Traders U.S. LLC16,928$787K0.0%N/A0.392%
8/13/2021Steward Partners Investment Advisory LLC3,775$175K0.0%-9.1%0.087%
8/10/2021Linscomb & Williams Inc.258,487$12.01M0.6%-2.5%5.963%
8/6/2021Parallel Advisors LLC1,471$68K0.0%N/A0.034%
8/4/2021Princeton Global Asset Management LLC13,480$626K0.2%+32.4%0.310%
8/2/2021Waverton Investment Management Ltd19,590$1.07M0.0%+20.0%0.449%
8/1/2021Patriot Financial Group Insurance Agency LLC1,381$64K0.0%-24.4%0.032%
5/14/2021O Shaughnessy Asset Management LLC2,026$93K0.0%N/A0.048%
5/12/2021Linscomb & Williams Inc.265,038$12.20M0.7%-4.7%6.288%
5/11/2021Princeton Global Asset Management LLC10,184$469K0.2%+13.9%0.242%
4/30/2021IFP Advisors Inc10,858$501K0.0%-12.0%0.261%
4/28/2021Moloney Securities Asset Management LLC4,380$202K0.0%N/A0.105%
4/27/2021Waverton Investment Management Ltd16,320$837K0.0%+5.1%0.392%
4/6/2021 LVM Capital Management Ltd. MI42,195$1.94M0.3%-1.3%1.033%
2/17/2021IHT Wealth Management LLC5,252$208K0.0%N/A0.140%
2/11/2021Linscomb & Williams Inc.278,200$11.00M0.7%-2.9%7.429%
2/11/2021Redmond Asset Management LLC5,627$223K0.1%N/A0.150%
2/9/2021Princeton Global Asset Management LLC8,939$354K0.1%N/A0.240%
1/25/2021IFP Advisors Inc12,332$486K0.0%+21.6%0.340%
1/22/2021Waverton Investment Management Ltd15,530$741K0.0%+29.4%0.428%
1/15/2021Patriot Financial Group Insurance Agency LLC2,451$97K0.0%+11.8%0.069%
(Data available from 1/1/2016 forward)

DGRS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRS shares?

During the previous two years, 17 institutional investors and hedge funds held shares of WisdomTree U.S. SmallCap Quality Dividend Growth Fund. The most heavily invested institutionals were LVM Capital Management Ltd. MI ($6.92M), Team Financial Group LLC ($5.08M), United Advisor Group LLC ($3.62M), Princeton Global Asset Management LLC ($1.08M), Waverton Investment Management Ltd ($976K), Harbor Investment Advisory LLC ($823K), and Well Done LLC ($715K).Learn more on DGRS's institutional investors.

Which institutional investors have been buying WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock?

Of the 14 institutional investors that purchased WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LVM Capital Management Ltd. MI ($44.78K), Harbor Investment Advisory LLC ($21.27K), Well Done LLC ($17.78K), United Advisor Group LLC ($15.25K), Princeton Global Asset Management LLC ($4.65K), Sunbelt Securities Inc. ($4.19K), and Janney Montgomery Scott LLC ($4.04K).

How much institutional buying is happening at WisdomTree U.S. SmallCap Quality Dividend Growth Fund?

Institutional investors have bought a total of 123,186 shares in the last 24 months. This purchase volume represents approximately $7.45M in transactions.

Which WisdomTree U.S. SmallCap Quality Dividend Growth Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock in the last 24 months: Team Financial Group LLC ($39.30K), JPMorgan Chase & Co. ($8.29K), Harbor Investment Advisory LLC ($4.97K), Creative Financial Designs Inc. ADV ($1.67K), Waverton Investment Management Ltd ($1.55K), and Princeton Global Asset Management LLC ($1.34K).

How much institutional selling is happening at WisdomTree U.S. SmallCap Quality Dividend Growth Fund?

Institutional investors have sold a total of 57,125 shares in the last 24 months. This volume of shares sold represents approximately $2.87M in transactions.


Related Companies

This page (NASDAQ:DGRS) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
Do this Before Elon’s Reveal on January 22nd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Investing Tools You’ll Need for 2025
Investing Tools You’ll Need for 2025 Charles Payne Shares His #1 Strategy for 2025
Unstoppable Prosperity | Sponsored
Bitcoin to $200K?
Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. T...
Stansberry Research | Sponsored
Elon's "Final Move" Could Send This Stock Soaring
Whenever Elon Musk starts a new venture... Early investors get the opportunity to become millionaires... ...
Behind the Markets | Sponsored