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 129 institutions that hold shares in the stock, with a total of 5.71 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
629,393
shares
|
$30 Million
0.01% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$26.3 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
426,834
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
410,117
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
389,444
shares
|
$18.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
262,431
shares
|
$12.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
250,951
shares
|
$12 Million
1.13% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$10 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
|
$7.54 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
139,379
shares
|
$6.65 Million
0.68% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
125,384
shares
|
$5.98 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
111,726
shares
|
$5.33 Million
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
104,140
shares
|
$4.97 Million
0.07% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
97,684
shares
|
$4.66 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
95,097
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
93,508
shares
|
$4.46 Million
0.38% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
90,777
shares
|
$4.33 Million
0.78% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
90,738
shares
|
$4.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.39%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
78,152
shares
|
$3.73 Million
0.19% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
77,703
shares
|
$3.71 Million
3.25% of portfolio
|
Q2 2025
Added 34.22%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
64,548
shares
|
$3.08 Million
0.38% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
56,249
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
51,048
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
48,860
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
47,586
shares
|
$2.27 Million
1.35% of portfolio
|
Q2 2025
Added 11.18%
|