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Public ownership evidence

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

Read DGRS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,365$437,146None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,145$187,000None
Glen Eagle Advisors, LLC2026-06-302026-08-15301$17,845None
Modern Wealth Management, LLC2026-06-302026-08-1597,427$5,782,663None
IFG Advisory, LLC2026-06-302026-08-1575,781$4,497,897None
OSAIC HOLDINGS, INC.2026-06-302026-08-15250$14,838None
OSAIC HOLDINGS, INC.2026-06-302026-08-15116,368$6,906,387None
Redmond Asset Management, LLC2026-06-302026-08-157,765$460,860None
FLOW TRADERS U.S. LLC2026-06-302026-08-154,381$260,000None
Ancora Advisors LLC2026-06-302026-08-151,091$64,755None
Medallion Wealth Advisors, LLC2026-06-302026-08-15469$27,837None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157,490$446,695None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1536,014$2,137,568None
ROYAL BANK OF CANADA2026-06-302026-08-1583,919$4,981,000None
CITADEL ADVISORS LLC2026-06-302026-08-156,502$385,918None
IHT Wealth Management, LLC2026-06-302026-08-157,815$463,843None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1518,500$1,098,045None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1568,325$4,055,345None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1573,389$4,355,902None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$44None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15357$21,189None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1595,415$5,663,262None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1572,373$4,295,545None
Sanctuary Advisors, LLC2026-06-302026-08-145,947$352,959None
Rockefeller Capital Management L.P.2026-06-302026-08-146,283$372,964None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,380$438,031None
UBS Group AG2026-06-302026-08-1499,718$5,918,662None
Creative Planning2026-06-302026-08-1413,442$797,811None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14616$36,562None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1433,300$1,976,452None
VANGUARD ADVISERS INC2026-06-302026-08-14628$37,301None
MORGAN STANLEY2026-06-302026-08-141$73None
MORGAN STANLEY2026-06-302026-08-14535,050$31,757,301None
MORGAN STANLEY2026-06-302026-08-1453$3,146None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1414,907$884,790None
FMR LLC2026-06-302026-08-147,128$423,060None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14259$15,372None
HUNTINGTON NATIONAL BANK2026-06-302026-08-144,236$251,422None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-138,076$479,341None
Smartleaf Asset Management LLC2026-06-302026-08-1362$3,661None
Integrated Wealth Concepts LLC2026-06-302026-08-132,234$132,598None
Cetera Investment Advisers2026-06-302026-08-1316,327$969,076None
Aptus Capital Advisors, LLC2026-06-302026-08-13192$11,396None
EP Wealth Advisors, LLC2026-06-302026-08-138,743$518,930None
NewEdge Advisors, LLC2026-06-302026-08-13183$10,889None
Summit Financial, LLC2026-06-302026-08-139,587$569,032None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-139,979$592,316None
Independent Advisor Alliance2026-06-302026-08-1348,378$2,871,415None
BESSEMER GROUP INC2026-06-302026-08-133,527$209,000None
BANK OF MONTREAL /CAN/2026-06-302026-08-133,300$195,868None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗CENTAURUS FINANCIAL, INC. ↗Glen Eagle Advisors, LLC ↗Modern Wealth Management, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Redmond Asset Management, LLC ↗FLOW TRADERS U.S. LLC ↗Ancora Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.