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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
15,636
shares
|
$790,712
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
15,171
shares
|
$767,197
0.39% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,194
shares
|
$717,790
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,118
shares
|
$713,947
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,933
shares
|
$704,591
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
13,542
shares
|
$684,818
0.31% of portfolio
|
Q2 2025
Reduced 24.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$682,492
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,136
shares
|
$664,287
0.02% of portfolio
|
Q2 2025
Reduced 28.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,204
shares
|
$617,156
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
12,115
shares
|
$612,655
0.25% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
12,039
shares
|
$608,812
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,782
shares
|
$595,815
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$589,241
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,456
shares
|
$579,329
0.04% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
11,219
shares
|
$567,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,713
shares
|
$491,186
0.06% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
9,637
shares
|
$487,343
0.39% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,184
shares
|
$464,434
0.02% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
9,000
shares
|
$455,130
0.08% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,441
shares
|
$426,861
0.2% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
8,218
shares
|
$415,584
0.0% of portfolio
|
Q2 2025
Added 74.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,956
shares
|
$402,334
0.0% of portfolio
|
Q2 2025
Added 54.52%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
7,819
shares
|
$395,406
0.13% of portfolio
|
Q2 2025
Reduced 74.32%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
7,510
shares
|
$379,780
0.06% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,455
shares
|
$376,999
0.0% of portfolio
|
Q1 2025
Added 191.78%
|