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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,820
shares
|
$183,589
0.01% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,300
shares
|
$158,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,190
shares
|
$153,311
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,049
shares
|
$146,534
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,754
shares
|
$132,357
0.03% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$124,956
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,600
shares
|
$124,956
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,236
shares
|
$107,462
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,615
shares
|
$77,616
0.01% of portfolio
|
Q3 2025
Reduced 17.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,537
shares
|
$73,868
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,392
shares
|
$66,899
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,270
shares
|
$61,036
0.0% of portfolio
|
Q1 2025
Reduced 76.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,260
shares
|
$60,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,189
shares
|
$57,143
0.0% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,091
shares
|
$52,433
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,041
shares
|
$50,030
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,002
shares
|
$48,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
616
shares
|
$29,604
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
591
shares
|
$28,403
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
580
shares
|
$27,874
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
398
shares
|
$19,127
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
354
shares
|
$17,013
0.0% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
275
shares
|
$13,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
231
shares
|
$11,101
0.0% of portfolio
|
Q3 2025
Reduced 77.2%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
199
shares
|
$9,563
0.0% of portfolio
|
Q3 2025
New holding
|
|