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 135 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 $286 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,232
shares
|
$356,103
0.01% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,856
shares
|
$337,589
0.03% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
6,424
shares
|
$316,317
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,359
shares
|
$313,117
0.0% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,330
shares
|
$311,689
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
6,276
shares
|
$309,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,275
shares
|
$308,981
0.03% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
6,201
shares
|
$305,337
0.25% of portfolio
|
Q3 2025
Reduced 35.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,001
shares
|
$295,489
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,727
shares
|
$281,997
0.01% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,154
shares
|
$253,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
5,084
shares
|
$250,336
0.19% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,923
shares
|
$242,408
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,820
shares
|
$237,336
0.06% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,783
shares
|
$235,514
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
4,750
shares
|
$233,890
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$231,674
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,617
shares
|
$227,341
0.01% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,495
shares
|
$221,333
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,268
shares
|
$210,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,208
shares
|
$207,201
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,981
shares
|
$196,024
0.04% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,300
shares
|
$162,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,167
shares
|
$155,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,049
shares
|
$150,132
0.0% of portfolio
|
Q3 2025
Added 0.3%
|