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 |
---|---|---|---|---|---|
Capital Management Corp
|
Jul 25, 2024 Q2 2024 |
9,000
shares
|
$449,100
0.1% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2024 Q2 2024 |
8,448
shares
|
$421,555
0.26% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
6,899
shares
|
$344,260
0.0% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
6,846
shares
|
$341,615
0.02% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
6,424
shares
|
$320,557
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
6,400
shares
|
$319,360
0.05% of portfolio
|
Q3 2020
New holding
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
6,330
shares
|
$315,867
0.04% of portfolio
|
Q1 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
6,291
shares
|
$313,920
0.04% of portfolio
|
Q2 2024
Added 3.54%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
5,856
shares
|
$292,214
0.03% of portfolio
|
Q2 2024
Added 1.75%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
5,727
shares
|
$285,777
0.02% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
5,667
shares
|
$282,783
0.01% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
5,272
shares
|
$263,072
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 09, 2024 Q2 2024 |
5,265
shares
|
$262,723
0.08% of portfolio
|
Q2 2024
Added 4.46%
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
5,251
shares
|
$262,024
0.25% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,950
shares
|
$247,005
0.0% of portfolio
|
Q2 2024
Added 16.97%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
4,800
shares
|
$239,520
0.05% of portfolio
|
Q2 2024
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
4,606
shares
|
$229,839
0.12% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
4,556
shares
|
$227,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
4,511
shares
|
$225,098
0.02% of portfolio
|
Q2 2024
Added 4.81%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
4,365
shares
|
$217,813
0.0% of portfolio
|
Q2 2024
Added 8.31%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
4,174
shares
|
$208,282
0.14% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
3,595
shares
|
$179,390
0.02% of portfolio
|
Q2 2024
Added 74.51%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,300
shares
|
$164,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
3,054
shares
|
$152,394
0.0% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
2,789
shares
|
$139,171
0.02% of portfolio
|
Q2 2024
Added 0.61%
|