Institutional Ownership Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$27.1 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
503,064
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2024
Added 80.85%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
478,037
shares
|
$23.6 Million
1.19% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
377,999
shares
|
$18.6 Million
0.0% of portfolio
|
Q1 2024
Added 49.85%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
317,062
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2024
Added 11.39%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
248,435
shares
|
$12.2 Million
0.75% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
185,265
shares
|
$9.13 Million
0.01% of portfolio
|
Q2 2024
Added 29.63%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
139,803
shares
|
$6.89 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
133,286
shares
|
$6.57 Million
0.01% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Lvm Capital Management LTD
|
Jul 16, 2024 Q2 2024 |
127,733
shares
|
$6.3 Million
0.69% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
127,266
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2024
Added 569.08%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
119,821
shares
|
$5.91 Million
3.63% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
107,040
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
98,279
shares
|
$4.85 Million
1.39% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
81,489
shares
|
$4.02 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
63,762
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
61,794
shares
|
$3.05 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 23, 2024 Q2 2024 |
59,397
shares
|
$2.93 Million
1.86% of portfolio
|
Q2 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
54,930
shares
|
$2.71 Million
0.85% of portfolio
|
Q2 2024
Added 42.49%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
45,670
shares
|
$2.25 Million
0.07% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
39,797
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.38%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.74 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
33,192
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
31,988
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 58.55%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
30,905
shares
|
$1.52 Million
0.87% of portfolio
|
Q2 2024
Reduced 0.59%
|