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 |
|---|---|---|---|---|---|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
7,403
shares
|
$374,369
0.08% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
6,888
shares
|
$348,326
0.03% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
6,424
shares
|
$324,861
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,359
shares
|
$321,574
0.0% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
6,330
shares
|
$320,108
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,275
shares
|
$317,326
0.03% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,175
shares
|
$312,269
0.01% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,727
shares
|
$289,614
0.01% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
5,336
shares
|
$269,841
0.07% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
5,084
shares
|
$257,097
0.19% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,905
shares
|
$248,045
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,839
shares
|
$244,708
0.0% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,830
shares
|
$244,253
0.0% of portfolio
|
Q2 2025
Added 162.5%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,783
shares
|
$241,876
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
4,750
shares
|
$240,207
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$237,931
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,617
shares
|
$233,481
0.01% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,495
shares
|
$227,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,945
shares
|
$199,498
0.04% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,300
shares
|
$166,881
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,167
shares
|
$160,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,040
shares
|
$153,732
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,896
shares
|
$146,450
0.03% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,600
shares
|
$131,482
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,600
shares
|
$131,482
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|