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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
80
shares
|
$3,472
0.0% of portfolio
|
Q4 2022
Added 1.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
77
shares
|
$3,341
0.0% of portfolio
|
Q3 2024
Reduced 51.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
53
shares
|
$2,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
46
shares
|
$1,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
44
shares
|
$1,909
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
37
shares
|
$1,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|