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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
46,844
shares
|
$2.25 Million
0.12% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
46,562
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2025
Added 315.03%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
46,520
shares
|
$2.24 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
42,986
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
37,771
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.7 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
33,616
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2025
Added 71.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
31,663
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
29,837
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
29,683
shares
|
$1.43 Million
0.95% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
27,917
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,300
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,875
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,685
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 60.68%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
20,533
shares
|
$986,815
1.68% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,893
shares
|
$956,057
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
19,565
shares
|
$940,293
0.17% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,925
shares
|
$909,535
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
18,820
shares
|
$904,489
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
18,032
shares
|
$866,617
0.26% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,024
shares
|
$866,233
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
17,206
shares
|
$826,920
0.19% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
17,163
shares
|
$824,853
0.15% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
15,171
shares
|
$729,118
0.37% of portfolio
|
Q2 2025
Reduced 29.14%
|
|