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 129 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $285 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
590,644
shares
|
$28.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$26.8 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
463,753
shares
|
$22.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
388,300
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
355,149
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
328,593
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
268,407
shares
|
$13.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.08%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
250,951
shares
|
$12.2 Million
1.13% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,097
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
139,379
shares
|
$6.8 Million
0.68% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
128,374
shares
|
$6.26 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
111,211
shares
|
$5.42 Million
0.01% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
102,315
shares
|
$4.99 Million
1.19% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
100,536
shares
|
$4.9 Million
0.07% of portfolio
|
Q1 2025
Added 791.83%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
93,508
shares
|
$4.56 Million
0.38% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
89,379
shares
|
$4.36 Million
0.91% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
86,861
shares
|
$4.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
77,703
shares
|
$3.79 Million
3.25% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
74,872
shares
|
$3.65 Million
0.2% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
68,500
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
Added 264.36%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
67,065
shares
|
$3.27 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
64,548
shares
|
$3.15 Million
0.38% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
56,249
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
50,383
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
New holding
|