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 136 institutions that hold shares in the stock, with a total of 5.76 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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
143
shares
|
$7,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$4,924
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,924
0.0% of portfolio
|
Q2 2020
Reduced 32.18%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
85
shares
|
$4,185
0.0% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
80
shares
|
$3,939
0.0% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
77
shares
|
$3,791
0.0% of portfolio
|
Q3 2024
Reduced 51.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
53
shares
|
$2,609
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
44
shares
|
$2,166
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
21
shares
|
$1,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|