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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,195
shares
|
$111,001
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,957
shares
|
$98,965
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$78,080
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,390
shares
|
$70,292
0.01% of portfolio
|
Q2 2025
Added 89.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,270
shares
|
$64,223
0.0% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,189
shares
|
$60,127
0.0% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,091
shares
|
$55,171
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,026
shares
|
$51,884
0.0% of portfolio
|
Q2 2025
Reduced 74.01%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,013
shares
|
$51,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,002
shares
|
$50,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
990
shares
|
$50,064
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
616
shares
|
$31,151
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$29,886
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
580
shares
|
$29,330
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
396
shares
|
$20,025
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
354
shares
|
$17,901
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
300
shares
|
$15,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
275
shares
|
$13,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
203
shares
|
$10,265
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
192
shares
|
$9,709
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
192
shares
|
$9,709
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
184
shares
|
$9,304
0.0% of portfolio
|
Q1 2025
Added 18300.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
143
shares
|
$7,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,057
0.0% of portfolio
|
Q2 2020
Reduced 32.18%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
100
shares
|
$5,057
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|