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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,136
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
31,154
shares
|
$1.68 Million
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
27,225
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
25,456
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2024
Added 166.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,116
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
24,134
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,900
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,577
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
21,002
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Added 23.92%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,936
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,122
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
19,770
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
18,880
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 4.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,812
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
18,036
shares
|
$971,599
0.55% of portfolio
|
Q3 2024
Added 113.49%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
17,177
shares
|
$925,324
0.3% of portfolio
|
Q3 2024
Added 39.88%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
16,694
shares
|
$899,305
0.16% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
16,487
shares
|
$888,154
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
15,970
shares
|
$860,303
0.07% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
15,890
shares
|
$855,994
0.11% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
15,760
shares
|
$848,991
0.38% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,939
shares
|
$804,763
0.0% of portfolio
|
Q3 2024
Added 116.54%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
14,773
shares
|
$795,821
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$727,029
0.01% of portfolio
|
Q3 2022
Added 28.26%
|