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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,403
shares
|
$722,019
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,963
shares
|
$698,316
0.0% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,712
shares
|
$630,925
0.0% of portfolio
|
Q3 2024
Reduced 41.45%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
11,251
shares
|
$606,091
0.32% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
9,000
shares
|
$484,830
0.09% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
7,489
shares
|
$403,432
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,768
shares
|
$364,592
0.02% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,568
shares
|
$353,818
0.0% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
6,424
shares
|
$346,060
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
6,330
shares
|
$340,997
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
6,194
shares
|
$333,670
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,081
shares
|
$327,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,925
shares
|
$319,179
0.03% of portfolio
|
Q3 2024
Added 64.81%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,727
shares
|
$308,513
0.02% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,470
shares
|
$294,668
0.0% of portfolio
|
Q3 2024
Added 272.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,421
shares
|
$292,029
0.05% of portfolio
|
Q3 2024
Added 129.8%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
5,420
shares
|
$291,975
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
5,337
shares
|
$287,504
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
5,251
shares
|
$282,871
0.25% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,203
shares
|
$280,285
0.0% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$269,350
0.15% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,853
shares
|
$261,431
0.03% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
4,785
shares
|
$257,767
0.05% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$253,458
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,349
shares
|
$234,280
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|