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 132 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,446
shares
|
$670,356
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,220
shares
|
$660,548
0.0% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
14,771
shares
|
$641,061
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,194
shares
|
$616,019
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
14,122
shares
|
$612,894
0.05% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
14,051
shares
|
$609,813
0.06% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
13,799
shares
|
$598,876
0.0% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
13,589
shares
|
$589,762
0.3% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$585,726
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
13,326
shares
|
$578,348
0.09% of portfolio
|
Q1 2025
Reduced 16.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
12,088
shares
|
$524,619
0.07% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
12,026
shares
|
$521,928
0.11% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,888
shares
|
$515,939
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$505,696
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,584
shares
|
$502,745
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
9,382
shares
|
$407,178
0.42% of portfolio
|
Q1 2025
Added 38.15%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
9,000
shares
|
$390,600
0.08% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
8,439
shares
|
$366,252
0.02% of portfolio
|
Q1 2025
Reduced 96.81%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,361
shares
|
$362,867
0.2% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,650
shares
|
$332,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,548
shares
|
$327,583
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,455
shares
|
$323,547
0.0% of portfolio
|
Q1 2025
Added 191.78%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
7,271
shares
|
$315,561
0.09% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,600
shares
|
$286,440
0.03% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,424
shares
|
$278,801
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|