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 131 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 $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,118
shares
|
$102,468
0.01% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,840
shares
|
$89,019
0.0% of portfolio
|
Q1 2025
Added 1542.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$74,698
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,270
shares
|
$61,442
0.0% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,091
shares
|
$52,782
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,066
shares
|
$51,573
0.01% of portfolio
|
Q1 2025
Added 62.01%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,013
shares
|
$49,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
990
shares
|
$47,896
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
733
shares
|
$35,462
0.01% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
732
shares
|
$35,414
0.0% of portfolio
|
Q3 2024
Reduced 58.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
616
shares
|
$29,802
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$28,592
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
580
shares
|
$28,060
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
394
shares
|
$19,061
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
354
shares
|
$17,126
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
300
shares
|
$14,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
203
shares
|
$9,821
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
192
shares
|
$9,288
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
192
shares
|
$9,288
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
184
shares
|
$8,901
0.0% of portfolio
|
Q1 2025
Added 18300.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
143
shares
|
$6,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
110
shares
|
$5,321
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$4,838
0.0% of portfolio
|
Q2 2020
Reduced 32.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$4,838
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
80
shares
|
$3,870
0.0% of portfolio
|
Q4 2022
Added 1.27%
|