13F reference period
Q3 2026
Security Snapshot
WISDOMTREE TR - US S CAP QTY DIV (DGRS) Institutional Ownership
CUSIP: 97717X651
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
75
Shares (Excl. Options)
3.06M
Full value: 3,063,137 · shares · 30 Sep 2026Price
$55.95
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / US S CAP QTY DIV
- Symbol
- DGRS
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 3,063,137
- Total 13F value
- $171,518,480
- Portfolio coverage rank
- 0%
- Share change
- -36,410
- Value change
- -$2,294,854
- Number of holders
- 75
- SEC-reported price per share
- $56.30
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- DGRS - WISDOMTREE TR - US S CAP QTY DIV is tracked under CUSIP 97717X651.
- 75 institutions reported positions in Q3 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 131 to 75 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$238M
Full value: $238,002,438 · USD · 30 Jun 2026.$171.52M
Full value: $171,518,480 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 75 institutions filings for Q3 2026.
Security key
97717X651
13F reference period
Q3 2026
13F holders
75
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717X651:
As of 30 Sep 2026,
75
institutional investors reported holding
shares of
WISDOMTREE TR - US S CAP QTY DIV (DGRS).
3.06M
Full value: 3,063,137 · shares · 30 Sep 2026Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 3,063,137 | $171,518,480 | -$2,294,854 | $55.95 | 75 |
| 2026 Q2 | 4,010,827 | $238,002,438 | -$9,700,324 | $59.35 | 131 |
| 2026 Q1 | 4,251,127 | $225,239,363 | -$5,514,665 | $52.96 | 127 |
| 2025 Q4 | 4,322,947 | $214,748,383 | -$14,952,625 | $49.62 | 125 |
| 2025 Q3 | 4,621,060 | $231,047,183 | -$4,218,835 | $49.98 | 124 |
| 2025 Q2 | 4,743,173 | $221,079,773 | -$8,377,248 | $46.55 | 119 |
| 2025 Q1 | 4,816,848 | $223,978,476 | -$46,290,028 | $46.50 | 119 |
| 2024 Q4 | 5,789,930 | $296,605,130 | +$64,030,727 | $51.23 | 129 |
| 2024 Q3 | 4,322,795 | $222,378,646 | +$10,991,754 | $51.53 | 108 |
| 2024 Q2 | 4,619,595 | $217,831,634 | +$24,918,712 | $47.11 | 100 |
| 2024 Q1 | 4,074,667 | $202,152,806 | +$12,198,611 | $49.64 | 96 |
| 2023 Q4 | 3,837,047 | $182,028,161 | +$9,909,073 | $47.44 | 90 |
| 2023 Q3 | 3,615,337 | $148,971,703 | +$26,637,332 | $41.19 | 85 |
| 2023 Q2 | 2,814,107 | $119,496,720 | +$5,222,800 | $42.43 | 83 |
| 2023 Q1 | 2,679,451 | $111,365,996 | +$3,774,957 | $41.57 | 84 |
| 2022 Q4 | 2,591,186 | $104,401,753 | -$7,860,129 | $40.21 | 81 |
| 2022 Q3 | 2,782,060 | $100,204,785 | -$5,584,889 | $35.95 | 78 |
| 2022 Q2 | 2,929,816 | $116,511,907 | +$10,905,850 | $39.69 | 82 |
| 2022 Q1 | 2,736,316 | $122,233,234 | +$11,678,446 | $44.62 | 74 |
| 2021 Q4 | 2,485,397 | $118,376,320 | +$6,863,344 | $47.60 | 74 |
| 2021 Q3 | 2,269,365 | $100,854,555 | -$1,120,936 | $44.37 | 66 |
| 2021 Q2 | 2,310,583 | $107,493,705 | +$8,183,672 | $46.47 | 68 |
| 2021 Q1 | 2,156,681 | $99,122,152 | +$22,509,075 | $46.04 | 67 |
| 2020 Q4 | 1,638,719 | $64,891,325 | +$12,427,883 | $39.55 | 58 |
| 2020 Q3 | 1,335,159 | $41,127,705 | -$1,561,672 | $30.70 | 48 |