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 138 institutions that hold shares in the stock, with a total of 7.63 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,389
shares
|
$860,972
0.03% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
16,694
shares
|
$781,613
0.16% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,348
shares
|
$765,413
0.0% of portfolio
|
Q4 2024
Added 21.97%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,041
shares
|
$751,039
0.11% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
15,977
shares
|
$748,043
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
15,818
shares
|
$740,598
0.0% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
15,790
shares
|
$739,287
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
14,478
shares
|
$677,859
0.35% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,496
shares
|
$631,882
0.01% of portfolio
|
Q3 2022
Added 28.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
13,329
shares
|
$624,063
0.0% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,963
shares
|
$606,927
0.0% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
11,893
shares
|
$556,830
0.01% of portfolio
|
Q4 2024
Added 95.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,652
shares
|
$545,546
0.0% of portfolio
|
Q4 2024
Reduced 68.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
11,426
shares
|
$534,965
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,273
shares
|
$527,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,406
shares
|
$487,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
9,225
shares
|
$431,914
0.09% of portfolio
|
Q4 2024
Reduced 18.01%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
9,054
shares
|
$423,908
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
9,000
shares
|
$421,380
0.1% of portfolio
|
Q2 2020
Reduced 16.67%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,650
shares
|
$404,993
0.0% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,357
shares
|
$391,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
6,850
shares
|
$320,717
0.09% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
6,791
shares
|
$317,954
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
6,489
shares
|
$303,814
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,424
shares
|
$300,771
0.03% of portfolio
|
Q1 2024
Reduced 1.53%
|