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 110 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,838
shares
|
$143,659
0.01% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,600
shares
|
$131,612
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,600
shares
|
$131,612
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,555
shares
|
$129,334
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
2,359
shares
|
$119,412
0.05% of portfolio
|
Q2 2024
Added 149.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,755
shares
|
$88,838
0.0% of portfolio
|
Q2 2024
Added 139.75%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,470
shares
|
$74,411
0.0% of portfolio
|
Q4 2023
Reduced 19.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,307
shares
|
$66,160
0.0% of portfolio
|
Q2 2024
Added 101.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,091
shares
|
$55,226
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
975
shares
|
$49,354
0.03% of portfolio
|
Q4 2023
Added 5.41%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
947
shares
|
$47,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
749
shares
|
$37,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
658
shares
|
$33,307
0.01% of portfolio
|
Q1 2023
Added 20.51%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
627
shares
|
$31,738
0.0% of portfolio
|
Q3 2021
Reduced 57.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$29,916
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
354
shares
|
$17,919
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
225
shares
|
$11,389
0.0% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
203
shares
|
$10,275
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
201
shares
|
$10,174
0.0% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
192
shares
|
$9,719
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
192
shares
|
$9,719
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
169
shares
|
$8,554
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
160
shares
|
$8,099
0.0% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
121
shares
|
$6,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
110
shares
|
$5,568
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|