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 116 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $264 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$29.7 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
502,345
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
487,347
shares
|
$26.3 Million
1.22% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
411,881
shares
|
$22.2 Million
0.0% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
320,255
shares
|
$17.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
251,230
shares
|
$13.5 Million
0.73% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,097
shares
|
$8.52 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
137,444
shares
|
$7.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
127,733
shares
|
$6.88 Million
0.76% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
117,280
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
98,640
shares
|
$5.31 Million
3.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
97,992
shares
|
$5.28 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,057
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
88,930
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Added 178.01%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
85,294
shares
|
$4.59 Million
0.41% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
70,181
shares
|
$3.78 Million
0.86% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
64,078
shares
|
$3.45 Million
0.21% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
61,939
shares
|
$3.34 Million
0.39% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
48,477
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
40,688
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
39,938
shares
|
$2.15 Million
0.23% of portfolio
|
Q3 2024
Added 55.44%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
36,737
shares
|
$1.98 Million
1.3% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.9 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
34,929
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Added 16.59%
|