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 117 institutions that hold shares in the stock, with a total of 4.94 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,349
shares
|
$222,799
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,334
shares
|
$222,030
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
4,334
shares
|
$222,030
0.11% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$217,061
0.0% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
4,125
shares
|
$211,323
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
4,084
shares
|
$209,223
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$204,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,300
shares
|
$169,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,040
shares
|
$155,739
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,838
shares
|
$145,390
0.01% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,741
shares
|
$140,421
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,600
shares
|
$133,198
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,555
shares
|
$130,892
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,091
shares
|
$55,891
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
975
shares
|
$49,949
0.03% of portfolio
|
Q4 2023
Added 5.41%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
947
shares
|
$48,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
885
shares
|
$45,338
0.0% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
732
shares
|
$37,500
0.0% of portfolio
|
Q3 2024
Reduced 58.29%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
658
shares
|
$33,709
0.01% of portfolio
|
Q1 2023
Added 20.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
649
shares
|
$33,248
0.0% of portfolio
|
Q3 2024
Reduced 50.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
627
shares
|
$32,121
0.0% of portfolio
|
Q3 2021
Reduced 57.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$30,276
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
354
shares
|
$18,135
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
300
shares
|
$15,368
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
225
shares
|
$11,526
0.0% of portfolio
|
Q4 2021
Reduced 10.0%
|