DGRS — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (DGRS)? 6 institutions reported holding $22.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($16.5M), Stonebridge Wealth Management, LLC ($3.3M), Dickmeyer Boyce Financial Management, Inc. ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $16.5M | 295,453 | Added |
| 2 | Stonebridge Wealth Management, LLC | $3.3M | 59,134 | Trimmed |
| 3 | Dickmeyer Boyce Financial Management, Inc. | $2.4M | 43,241 | Added |
| 4 | Avidian Wealth Enterprises, LLC | $428,364 | 7,657 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $219,532 | 3,924 | Added |
| 6 | CoreCap Advisors, LLC | $19,805 | 354 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30