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 |
|---|---|---|---|---|---|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
7,277
shares
|
$349,732
0.09% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
7,232
shares
|
$347,569
0.01% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
6,856
shares
|
$329,499
0.03% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
6,424
shares
|
$308,737
0.02% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,422
shares
|
$308,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,330
shares
|
$304,219
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
6,276
shares
|
$301,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
6,201
shares
|
$298,020
0.25% of portfolio
|
Q3 2025
Reduced 35.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,001
shares
|
$288,408
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
5,923
shares
|
$284,659
0.0% of portfolio
|
Q3 2025
Reduced 25.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,727
shares
|
$275,239
0.01% of portfolio
|
Q1 2020
Reduced 2.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,211
shares
|
$250,440
0.0% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,154
shares
|
$247,701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
5,001
shares
|
$240,348
0.18% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,923
shares
|
$236,599
0.01% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
4,870
shares
|
$234,052
0.09% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,820
shares
|
$231,649
0.06% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,705
shares
|
$226,122
0.04% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,611
shares
|
$221,604
0.01% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,585
shares
|
$220,355
0.0% of portfolio
|
Q3 2025
Reduced 27.9%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,495
shares
|
$216,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,268
shares
|
$205,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,224
shares
|
$203,005
0.0% of portfolio
|
Q3 2025
Added 2195.65%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,208
shares
|
$202,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,981
shares
|
$191,326
0.04% of portfolio
|
Q3 2025
Added 0.91%
|
|