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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
6,330
shares
|
$323,906
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,229
shares
|
$318,737
0.03% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,925
shares
|
$303,182
0.03% of portfolio
|
Q3 2024
Added 64.81%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
5,865
shares
|
$300,112
0.06% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,727
shares
|
$293,050
0.02% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
5,604
shares
|
$286,756
0.24% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,470
shares
|
$279,899
0.0% of portfolio
|
Q3 2024
Added 272.11%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,282
shares
|
$270,279
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,238
shares
|
$268,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,100
shares
|
$260,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$255,850
0.15% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,728
shares
|
$241,931
0.15% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$240,754
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,695
shares
|
$240,243
0.0% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,685
shares
|
$239,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,650
shares
|
$237,940
0.03% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,453
shares
|
$227,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,242
shares
|
$217,063
0.0% of portfolio
|
Q4 2024
Reduced 35.41%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,240
shares
|
$216,960
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
4,084
shares
|
$208,978
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,046
shares
|
$207,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,038
shares
|
$206,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
4,024
shares
|
$205,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
3,359
shares
|
$171,880
0.0% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,300
shares
|
$168,861
0.0% of portfolio
|
Q2 2024
New holding
|