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 130 institutions that hold shares in the stock, with a total of 5.82 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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,424
shares
|
$313,298
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
6,385
shares
|
$311,396
0.06% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,330
shares
|
$308,714
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,875
shares
|
$286,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,727
shares
|
$279,305
0.01% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
5,491
shares
|
$267,796
0.22% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,336
shares
|
$260,236
0.07% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
5,178
shares
|
$252,531
0.32% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,149
shares
|
$251,116
0.0% of portfolio
|
Q1 2025
Reduced 40.47%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,893
shares
|
$238,631
0.01% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
4,765
shares
|
$232,389
0.13% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,733
shares
|
$230,828
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$229,462
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,703
shares
|
$229,365
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,617
shares
|
$225,171
0.02% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,495
shares
|
$219,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,948
shares
|
$192,543
0.0% of portfolio
|
Q1 2025
Added 482.3%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,945
shares
|
$192,397
0.04% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,300
shares
|
$160,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,040
shares
|
$148,260
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,896
shares
|
$141,237
0.03% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,600
shares
|
$126,802
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,600
shares
|
$126,802
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,185
shares
|
$106,562
0.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,118
shares
|
$103,294
0.01% of portfolio
|
Q1 2025
Reduced 25.34%
|