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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,446
shares
|
$753,301
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
14,771
shares
|
$720,381
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,194
shares
|
$692,241
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,933
shares
|
$679,512
0.05% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,799
shares
|
$672,977
0.0% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
13,589
shares
|
$662,735
0.3% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
13,542
shares
|
$660,443
0.31% of portfolio
|
Q2 2025
Reduced 24.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$658,199
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
12,204
shares
|
$595,189
0.06% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
12,039
shares
|
$587,142
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,888
shares
|
$579,777
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$568,268
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,584
shares
|
$564,951
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,456
shares
|
$558,709
0.04% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
9,713
shares
|
$473,703
0.06% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
9,637
shares
|
$469,996
0.39% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,184
shares
|
$447,903
0.02% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
9,000
shares
|
$438,930
0.08% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,441
shares
|
$411,667
0.2% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,548
shares
|
$368,115
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,455
shares
|
$363,580
0.0% of portfolio
|
Q1 2025
Added 191.78%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
7,271
shares
|
$354,606
0.09% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,888
shares
|
$335,927
0.03% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,600
shares
|
$321,882
0.03% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,424
shares
|
$313,298
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|