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 136 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,636
shares
|
$769,916
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
15,171
shares
|
$747,020
0.39% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,169
shares
|
$746,921
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,194
shares
|
$698,912
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$664,543
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,136
shares
|
$646,816
0.02% of portfolio
|
Q2 2025
Reduced 28.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
12,689
shares
|
$624,806
0.05% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
12,666
shares
|
$623,673
0.11% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
12,115
shares
|
$596,542
0.25% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
11,702
shares
|
$576,206
0.04% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
11,701
shares
|
$576,157
0.27% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$573,744
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,456
shares
|
$564,093
0.04% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,251
shares
|
$553,999
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,219
shares
|
$552,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,713
shares
|
$478,268
0.06% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
9,184
shares
|
$452,220
0.02% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
9,000
shares
|
$443,160
0.08% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,441
shares
|
$415,634
0.2% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
8,218
shares
|
$404,654
0.0% of portfolio
|
Q2 2025
Added 74.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,956
shares
|
$391,753
0.0% of portfolio
|
Q2 2025
Added 54.52%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
7,701
shares
|
$379,197
0.12% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
7,510
shares
|
$369,792
0.06% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,455
shares
|
$367,084
0.0% of portfolio
|
Q1 2025
Added 191.78%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
7,403
shares
|
$364,523
0.08% of portfolio
|
Q2 2025
Added 1.82%
|