DGRS institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding131
Shares held4,032,833
Reported value$239.3m
Quarter flows14 new, 39 added, 49 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC617,509$36.7m0.0%
MORGAN STANLEY535,104$31.8m0.0%
Stonebridge Financial Group, LLC289,800$17.2m1.3%
BANK OF AMERICA CORP /DE/167,788$10.0m0.0%
LVM CAPITAL MANAGEMENT LTD/MI148,480$8.8m0.7%
RAYMOND JAMES FINANCIAL INC141,714$8.4m0.0%
United Advisor Group, LLC127,703$7.6m0.8%
OSAIC HOLDINGS, INC.116,618$6.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC101,805$6.0m0.0%
UBS Group AG99,718$5.9m0.0%
Modern Wealth Management, LLC97,427$5.8m0.1%
XML Financial, LLC97,128$5.8m0.4%
Linscomb Wealth, Inc.96,203$5.7m0.2%
ROYAL BANK OF CANADA83,919$5.0m0.0%
COLUMBIA ADVISORY PARTNERS LLC79,482$4.7m2.6%
IFG Advisory, LLC75,781$4.5m0.2%
BANK OF NOVA SCOTIA63,280$3.8m0.0%
Stonebridge Wealth Management, LLC61,142$3.6m3.2%
Cambridge Investment Research Advisors, Inc.53,722$3.2m0.0%
Philip James Wealth Mangement, LLC52,788$3.1m0.4%
Independent Advisor Alliance48,378$2.9m0.1%
Stratos Wealth Partners, LTD.44,868$2.7m0.0%
Dickmeyer Boyce Financial Management, Inc.43,205$2.6m1.3%
Strategic Financial Concepts, LLC40,184$2.4m0.7%
Vestmark Advisory Solutions, Inc.36,014$2.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DGRS"). DGRS price history · All 13F data

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