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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
15,169
shares
|
$729,022
0.0% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
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%
|
|
|
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%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
12,689
shares
|
$609,833
0.05% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
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
|
Oct 27, 2025 Q3 2025 |
11,702
shares
|
$562,398
0.04% of portfolio
|
Q3 2025
Reduced 16.01%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
11,701
shares
|
$562,350
0.27% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$559,995
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
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%
|
|
|
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%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
9,020
shares
|
$433,501
0.06% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
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 |
Nov 07, 2025 Q3 2025 |
8,501
shares
|
$408,558
0.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
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%
|
|
|
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%
|
|