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 5.71 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
552,886
shares
|
$26.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
550,430
shares
|
$26.5 Million
5.29% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
422,529
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
417,061
shares
|
$20 Million
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
378,354
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
252,698
shares
|
$12.1 Million
1.11% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
251,815
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
209,618
shares
|
$10.1 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
|
$7.6 Million
0.01% of portfolio
|
Q3 2024
Added 24.23%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
137,719
shares
|
$6.62 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
118,078
shares
|
$5.67 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
109,372
shares
|
$5.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
104,937
shares
|
$5.04 Million
0.76% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
97,407
shares
|
$4.68 Million
0.0% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
93,646
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
92,449
shares
|
$4.44 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
91,913
shares
|
$4.42 Million
0.95% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
83,320
shares
|
$4 Million
0.2% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
81,250
shares
|
$3.9 Million
3.48% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
78,461
shares
|
$3.77 Million
3.22% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
75,104
shares
|
$3.61 Million
0.44% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
59,327
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2025
Reduced 43.03%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
55,579
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
48,860
shares
|
$2.35 Million
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
47,056
shares
|
$2.26 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.11%
|
|