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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
6,385
shares
|
$277,109
0.06% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,366
shares
|
$276,284
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
6,330
shares
|
$274,722
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
6,277
shares
|
$272,421
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,875
shares
|
$254,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,727
shares
|
$248,551
0.01% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
5,491
shares
|
$238,309
0.22% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
5,178
shares
|
$224,725
0.32% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,149
shares
|
$223,466
0.0% of portfolio
|
Q1 2025
Reduced 40.47%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,976
shares
|
$215,958
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,893
shares
|
$212,356
0.01% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
4,765
shares
|
$206,801
0.13% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,733
shares
|
$205,412
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$204,197
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,703
shares
|
$204,110
0.0% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,617
shares
|
$200,377
0.02% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
4,495
shares
|
$195,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,184
shares
|
$181,585
0.05% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,948
shares
|
$171,343
0.0% of portfolio
|
Q1 2025
Added 482.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,300
shares
|
$143,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,040
shares
|
$131,936
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,696
shares
|
$117,006
0.04% of portfolio
|
Q1 2025
Added 242.13%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
2,600
shares
|
$112,840
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,600
shares
|
$112,840
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,185
shares
|
$94,829
0.0% of portfolio
|
Q1 2025
Added 3.21%
|