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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,754
shares
|
$135,606
0.03% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,600
shares
|
$128,024
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,600
shares
|
$128,024
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,236
shares
|
$110,100
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,957
shares
|
$96,362
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$76,026
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,392
shares
|
$68,542
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,270
shares
|
$62,534
0.0% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,260
shares
|
$62,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,189
shares
|
$58,546
0.0% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$53,720
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,041
shares
|
$51,258
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,002
shares
|
$49,338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
616
shares
|
$30,331
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$29,100
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
580
shares
|
$28,559
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
396
shares
|
$19,499
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
354
shares
|
$17,430
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
300
shares
|
$14,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
275
shares
|
$13,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
231
shares
|
$11,374
0.0% of portfolio
|
Q3 2025
Reduced 77.2%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
203
shares
|
$9,995
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
192
shares
|
$9,454
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
192
shares
|
$9,454
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
184
shares
|
$9,060
0.0% of portfolio
|
Q1 2025
Added 18300.0%
|