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 125 institutions that hold shares in the stock, with a total of 6.2 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
886,791
shares
|
$45.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 98.05%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$28.4 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
502,345
shares
|
$25.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
496,040
shares
|
$25.6 Million
1.21% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
411,881
shares
|
$21.2 Million
0.0% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
320,255
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
264,457
shares
|
$13.6 Million
0.72% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
184,136
shares
|
$9.49 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,097
shares
|
$8.15 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
137,444
shares
|
$7.09 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
135,035
shares
|
$6.96 Million
0.74% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
117,280
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
108,624
shares
|
$5.6 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
97,992
shares
|
$5.05 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,057
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
88,930
shares
|
$4.59 Million
0.0% of portfolio
|
Q3 2024
Added 178.01%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
82,981
shares
|
$4.28 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
70,252
shares
|
$3.62 Million
0.41% of portfolio
|
Q4 2024
Added 75.9%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
70,181
shares
|
$3.62 Million
0.86% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
64,078
shares
|
$3.3 Million
0.21% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
63,637
shares
|
$3.28 Million
0.42% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
55,231
shares
|
$2.85 Million
1.62% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
48,539
shares
|
$2.5 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
48,477
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2024
Added 6.15%
|