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 136 institutions that hold shares in the stock, with a total of 6.14 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
590,644
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$23.9 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
480,860
shares
|
$20.9 Million
0.0% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
479,948
shares
|
$20.8 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
324,691
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
317,355
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
300,141
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Added 155.92%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
233,568
shares
|
$10.1 Million
1.16% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$9.1 Million
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,097
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
140,985
shares
|
$6.12 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
136,317
shares
|
$5.92 Million
0.71% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
133,241
shares
|
$5.78 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
108,624
shares
|
$4.71 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,647
shares
|
$4.59 Million
0.01% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
100,536
shares
|
$4.36 Million
0.07% of portfolio
|
Q1 2025
Added 791.83%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
98,375
shares
|
$4.27 Million
1.41% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
95,498
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
89,379
shares
|
$3.88 Million
0.91% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
87,717
shares
|
$3.81 Million
0.39% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,252
shares
|
$3.05 Million
0.41% of portfolio
|
Q4 2024
Added 75.9%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
65,448
shares
|
$2.84 Million
0.19% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
63,476
shares
|
$2.75 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
57,892
shares
|
$2.51 Million
2.69% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
54,624
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Added 11.36%
|