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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
40,688
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
36,737
shares
|
$1.89 Million
1.3% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
35,341
shares
|
$1.82 Million
1.2% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
34,929
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
34,806
shares
|
$1.79 Million
3.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,136
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
31,154
shares
|
$1.61 Million
0.69% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,116
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,061
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,900
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
23,337
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
23,289
shares
|
$1.2 Million
0.42% of portfolio
|
Q3 2023
Added 134.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,577
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
22,455
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,609
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,936
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
19,919
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
18,880
shares
|
$973,452
0.02% of portfolio
|
Q1 2024
Added 4.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,812
shares
|
$969,946
0.0% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
18,036
shares
|
$929,936
0.55% of portfolio
|
Q3 2024
Added 113.49%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
17,177
shares
|
$885,646
0.3% of portfolio
|
Q3 2024
Added 39.88%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
16,694
shares
|
$860,742
0.16% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
16,487
shares
|
$850,069
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,041
shares
|
$827,073
0.11% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
15,977
shares
|
$823,774
0.06% of portfolio
|
Q4 2024
Added 0.04%
|