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 138 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
55,231
shares
|
$2.59 Million
1.62% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
51,167
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 171.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
49,051
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
48,860
shares
|
$2.29 Million
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
48,539
shares
|
$2.28 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
38,646
shares
|
$1.81 Million
1.4% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.66 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
34,806
shares
|
$1.63 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
33,161
shares
|
$1.56 Million
1.02% of portfolio
|
Q4 2024
Added 83.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
32,344
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
30,486
shares
|
$1.43 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
24,926
shares
|
$1.17 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
24,916
shares
|
$1.17 Million
0.4% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,703
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,061
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
23,337
shares
|
$1.09 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.09 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
22,455
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,609
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
21,577
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,654
shares
|
$968,672
0.0% of portfolio
|
Q4 2024
Added 38.26%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
19,919
shares
|
$934,201
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
18,820
shares
|
$882,658
0.02% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,800
shares
|
$881,720
0.0% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
18,755
shares
|
$879,609
0.0% of portfolio
|
Q4 2024
Added 44.68%
|