DGRS

Wisdomtree U.S. Smallcap Qua$56.07 0.77%
UnclassifiedUSCUSIP 97717X651· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
70
+8 QoQ
13F Value (tracked)
$149.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$56.07 0.77%5Y +20.7%
$34.87$40.81$46.75$52.70$58.6420212022202320242025202652526722533532444453554353636748775995
Hover for who · click for detailEnd-of-day closing prices52w $45.55 – $57.07
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns DGRS

This stock page is the Follow view. The Build view lets your agent query DGRS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DGRS"
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Use Arkolith to show who owns DGRS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

70 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$29.6M
559K
+2.1%
Added · +12K sh
Q1 2026
2MORGAN STANLEY
$27.6M
521K
+17%
Added · +75K sh
Q1 2026
3Lido Advisors, LLC
$12.5M
236K
−6.3%
Reduced · −16K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$12.0M
227K
−46%
Reduced · −191K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$9.6M
181K
−3.0%
Reduced · −6K sh
Q1 2026
6UBS Group AG
$5.6M
106K
+6.4%
Added · +6K sh
Q1 2026
7COMMONWEALTH EQUITY SERVICES, LLC
$5.6M
105K
+3.6%
Added · +4K sh
Q1 2026
8Linscomb Wealth, Inc.
$5.3M
101K
−14%
Reduced · −16K sh
Q1 2026
9Modern Wealth Management, LLC
$5.0M
94K
+23%
Added · +18K sh
Q1 2026
10ROYAL BANK OF CANADA
$4.8M
90K
−3.2%
Reduced · −3K sh
Q1 2026
11BANK OF NOVA SCOTIA
$4.5M
84K
New
+84K sh
Q1 2026
12CWM, LLC
$2.6M
48K
−4.3%
Reduced · −2K sh
Q1 2026
13Stratos Wealth Partners, LTD.
$2.5M
47K
−11%
Reduced · −6K sh
Q1 2026
14Vestmark Advisory Solutions, Inc.
$1.9M
36K
+6.2%
Added · +2K sh
Q1 2026
15Private Advisor Group, LLC
$1.6M
29K
+0.5%
Added · +134 sh
Q1 2026
16TWO SIGMA INVESTMENTS, LP
$1.5M
29K
New
+29K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$1.5M
29K
+11%
Added · +3K sh
Q1 2026
18OSAIC HOLDINGS, INC.
$988K
19K
+113%
Added · +10K sh
Q1 2026
19Allworth Financial LP
$966K
18K
−1.7%
Reduced · −310 sh
Q1 2026
20Cetera Investment Advisers
$874K
16K
−18%
Reduced · −4K sh
Q1 2026
21JPMORGAN CHASE & CO
$836K
16K
+9.6%
Added · +1K sh
Q1 2026
22UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$789K
15K
New
+15K sh
Q1 2026
23Creative Planning
$711K
13K
−1.1%
Reduced · −143 sh
Q1 2026
24OPPENHEIMER & CO INC
$652K
12K
+6.6%
Added · +765 sh
Q1 2026
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$541K
10K
+2.2%
Added · +220 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

72 funds+29 since Q2 2022
03672Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $149.0M

Funds that own DGRS also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA40 funds$16.2B
MICROSOFT CORPMSFT40 funds$12.7B
ISHARES CORE S&P 500 ETFIVV40 funds$12.3B
SS SPDR S&P 500 ETF TRUST-USSPY40 funds$9.4B
VANGUARD S&P 500 ETFVOO40 funds$7.6B
BROADCOM INCAVGO40 funds$6.3B
JPMORGAN CHASE & COJPM40 funds$6.2B
META PLATFORMS INC-CLASS AMETA40 funds$5.0B
WALMART INCWMT40 funds$3.4B
VANGUARD FTSE DEVELOPED ETFVEA40 funds$3.3B
EXXON MOBIL CORPXOM40 funds$3.3B
ELI LILLY & COLLY40 funds$3.2B

Ranked by how many of DGRS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DGRS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.