Who Owns WISDOMTREE (DGRS)? -- Institutional Holders (2026-06-30)

136 institutions reported holding $237.6M of WISDOMTREE (DGRS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($36.7M), MORGAN STANLEY ($31.8M), Stonebridge Financial Group, LLC ($17.2M), BANK OF AMERICA CORP /DE/ ($10.0M), LVM CAPITAL MANAGEMENT LTD/MI ($8.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$36.7M617,509Added
2MORGAN STANLEY$31.8M535,104Added
3Stonebridge Financial Group, LLC$17.2M289,800Added
4BANK OF AMERICA CORP /DE/$10.0M167,788Trimmed
5LVM CAPITAL MANAGEMENT LTD/MI$8.8M148,480Added
6RAYMOND JAMES FINANCIAL INC$8.4M141,714Trimmed
7United Advisor Group, LLC$7.6M127,703Added
8OSAIC HOLDINGS, INC.$6.9M116,618Added
9COMMONWEALTH EQUITY SERVICES, LLC$6.0M101,805Trimmed
10UBS Group AG$5.9M99,718Trimmed
11Modern Wealth Management, LLC$5.8M97,427Added
12XML Financial, LLC$5.8M97,128Trimmed
13Linscomb Wealth, Inc.$5.7M96,203Trimmed
14Royal Bank of Canada$5.0M83,919Trimmed
15COLUMBIA ADVISORY PARTNERS LLC$4.7M79,482Added
16IFG Advisory, LLC$4.5M75,781New
17BANK OF NOVA SCOTIA$3.8M63,280Trimmed
18Stonebridge Wealth Management, LLC$3.6M61,142Trimmed
19Philip James Wealth Mangement, LLC$3.1M52,788Trimmed
20Independent Advisor Alliance$2.9M48,378Trimmed
21Stratos Wealth Partners, LTD.$2.7M44,868Trimmed
22Dickmeyer Boyce Financial Management, Inc.$2.6M43,205Added
23Strategic Financial Concepts, LLC$2.4M40,184Added
24Vestmark Advisory Solutions, Inc.$2.1M36,014Hold
25CERTUITY, LLC$2.1M35,508Trimmed

Source: SEC Form 13F filings · as of 2026-06-30