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 5.72 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
15,171
shares
|
$729,118
0.37% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
14,850
shares
|
$713,691
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,064
shares
|
$675,915
0.0% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
14,001
shares
|
$672,888
0.0% of portfolio
|
Q4 2025
Reduced 7.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,585
shares
|
$652,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$648,617
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,333
shares
|
$640,783
0.19% of portfolio
|
Q3 2025
Reduced 46.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
13,027
shares
|
$626,077
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,723
shares
|
$611,467
0.02% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
12,666
shares
|
$608,727
0.11% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,725
shares
|
$563,503
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
11,502
shares
|
$552,786
0.04% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
11,434
shares
|
$549,518
0.05% of portfolio
|
Q4 2025
Reduced 9.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,251
shares
|
$540,723
0.01% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
11,080
shares
|
$532,504
0.25% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
10,650
shares
|
$511,839
0.22% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,663
shares
|
$464,403
0.0% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
9,184
shares
|
$441,383
0.02% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
9,000
shares
|
$432,540
0.08% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,552
shares
|
$411,009
0.2% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
8,148
shares
|
$391,592
0.07% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,978
shares
|
$383,422
0.0% of portfolio
|
Q3 2025
Reduced 70.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
7,812
shares
|
$375,444
0.04% of portfolio
|
Q4 2025
Reduced 13.39%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
7,701
shares
|
$370,110
0.12% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,380
shares
|
$354,682
0.0% of portfolio
|
Q3 2025
Reduced 1.01%
|
|