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 $232 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
29,958
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2024
Reduced 56.43%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,447
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
25,714
shares
|
$1.28 Million
0.49% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
25,693
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Reduced 10.13%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
20,712
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
20,002
shares
|
$998,099
0.0% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
19,304
shares
|
$963,269
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
18,912
shares
|
$943,708
0.03% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Waverton Investment Management LTD
|
Aug 05, 2024 Q2 2024 |
18,880
shares
|
$942,112
0.02% of portfolio
|
Q1 2024
Added 4.37%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
17,792
shares
|
$887,820
0.42% of portfolio
|
Q2 2024
Reduced 15.33%
|
|
Well Done, LLC
|
Jul 18, 2024 Q2 2024 |
17,109
shares
|
$853,739
0.17% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
16,948
shares
|
$845,705
0.19% of portfolio
|
Q2 2024
Added 0.32%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
16,481
shares
|
$822,401
0.0% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
16,336
shares
|
$815,166
0.1% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
15,778
shares
|
$787,322
0.24% of portfolio
|
Q1 2024
Added 7.62%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
14,826
shares
|
$739,817
0.0% of portfolio
|
Q2 2024
Added 3.85%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
14,437
shares
|
$720,406
0.06% of portfolio
|
Q2 2024
Reduced 12.11%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
13,620
shares
|
$679,638
0.0% of portfolio
|
Q2 2024
Reduced 16.42%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$673,450
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
Advisor Resource Council
|
Jul 15, 2024 Q2 2024 |
12,280
shares
|
$612,772
0.32% of portfolio
|
Q2 2024
Added 39.69%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
10,824
shares
|
$540,117
0.0% of portfolio
|
Q2 2024
Added 2.23%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
10,006
shares
|
$499,299
0.1% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
9,553
shares
|
$476,694
0.05% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
9,169
shares
|
$457,533
0.0% of portfolio
|
Q2 2024
Added 37.8%
|