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 134 institutions that hold shares in the stock, with a total of 7.52 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
886,791
shares
|
$45.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 98.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
578,661
shares
|
$29.6 Million
0.01% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$28.2 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
496,040
shares
|
$25.4 Million
1.21% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
480,860
shares
|
$24.6 Million
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
479,948
shares
|
$24.6 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
324,691
shares
|
$16.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
317,355
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
300,141
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 155.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
264,457
shares
|
$13.5 Million
0.72% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
184,136
shares
|
$9.42 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,097
shares
|
$8.09 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
140,985
shares
|
$7.21 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
135,035
shares
|
$6.91 Million
0.74% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
133,241
shares
|
$6.82 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
108,624
shares
|
$5.56 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,647
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
98,375
shares
|
$5.03 Million
1.41% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
95,498
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
82,981
shares
|
$4.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,252
shares
|
$3.59 Million
0.41% of portfolio
|
Q4 2024
Added 75.9%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
70,181
shares
|
$3.59 Million
0.86% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
65,448
shares
|
$3.35 Million
0.19% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
63,637
shares
|
$3.26 Million
0.42% of portfolio
|
Q4 2024
Added 2.74%
|