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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
48,860
shares
|
$2.38 Million
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
46,533
shares
|
$2.27 Million
0.41% of portfolio
|
Q1 2025
Added 148.6%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.72 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
30,453
shares
|
$1.49 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
27,180
shares
|
$1.33 Million
0.86% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
24,561
shares
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
24,069
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.14 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,494
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
21,411
shares
|
$1.04 Million
0.57% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
20,804
shares
|
$1.01 Million
1.63% of portfolio
|
Q2 2025
Reduced 58.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,294
shares
|
$989,738
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
20,142
shares
|
$982,325
0.2% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
19,599
shares
|
$955,843
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
19,253
shares
|
$938,968
0.17% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
19,179
shares
|
$935,359
0.0% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
18,897
shares
|
$921,606
0.22% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
18,820
shares
|
$917,851
0.02% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
18,812
shares
|
$917,461
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,500
shares
|
$902,245
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,765
shares
|
$866,399
0.0% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
17,163
shares
|
$837,039
0.15% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,875
shares
|
$822,993
0.0% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,232
shares
|
$791,634
0.0% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
16,197
shares
|
$789,927
0.02% of portfolio
|
Q1 2025
New holding
|