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 131 institutions that hold shares in the stock, with a total of 5.8 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
47,586
shares
|
$2.41 Million
1.35% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
46,520
shares
|
$2.35 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
46,318
shares
|
$2.34 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
45,658
shares
|
$2.31 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
41,200
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
40,956
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Added 152.86%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.79 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
29,076
shares
|
$1.47 Million
0.91% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
27,692
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,408
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 54.28%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
24,704
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.18 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
20,914
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
20,804
shares
|
$1.05 Million
1.63% of portfolio
|
Q2 2025
Reduced 58.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
20,145
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
19,622
shares
|
$992,284
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
19,551
shares
|
$988,694
0.13% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
18,897
shares
|
$955,621
0.22% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
18,820
shares
|
$951,727
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
18,699
shares
|
$945,608
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
18,025
shares
|
$911,524
0.33% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
17,301
shares
|
$874,911
0.26% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
17,163
shares
|
$867,932
0.15% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
16,293
shares
|
$823,937
0.0% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,232
shares
|
$820,852
0.0% of portfolio
|
Q2 2025
Added 6.65%
|