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Wisdomtree U.S. Smallcap QUA (DGRS)

CUSIP: 97717X651 | NYSE | 296 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Stonebridge Financial Group, LLC295,453
1.2% of portfolio›$16.5M
Lido Advisors, LLC207,286
0.0% of portfolio›$11.6M
LVM Capital Management LTD152,027
0.7% of portfolio›$8.5M
United Advisor Group, LLC127,415
0.7% of portfolio›$7.1M
XML Financial, LLC99,252
0.4% of portfolio›$5.6M
Commonwealth Equity Services, LLC97,463
0.0% of portfolio›$5.5M
Linscomb Wealth, Inc.90,766
0.2% of portfolio›$5.1M
Columbia Advisory Partners LLC75,279
2.3% of portfolio›$4.2M
Stonebridge Wealth Management, LLC59,134
2.9% of portfolio›$3.3M
Philip James Wealth Mangement, LLC52,148
0.3% of portfolio›$2.9M
Dickmeyer Boyce Financial Management, Inc.43,241
1.2% of portfolio›$2.4M
Certuity, LLC35,264
0.1% of portfolio›$2.0M
LifeWealth Investments, LLC32,919
0.5% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.25,532
0.0% of portfolio›$1.4K
Harbor Investment Advisory, LLC20,072
0.1% of portfolio›$1.1M
Precedent Wealth Partners, LLC14,694
0.1% of portfolio›$822.1K
Ascentis Independent Advisors13,814
0.0% of portfolio›$772.8K
Creative Planning13,453
0.0% of portfolio›$752.6K
Oppenheimer & Co Inc13,121
0.0% of portfolio›$734.1K
Sovran Advisors, LLC11,095
0.0% of portfolio›$645.9K
Park Avenue Securities LLC10,176
0.0% of portfolio›$569
WealthPoint Financial, LLC9,915
0.4% of portfolio›$554.7K
First National Bank Sioux Falls9,896
0.2% of portfolio›$553.6K
Team Financial Group, LLC9,744
0.2% of portfolio›$545.2K
Wealthcare Capital Partners, LLC8,627
0.2% of portfolio›$482.7K
Capital Management Corp8,100
0.1% of portfolio›$453.2K
Compass Financial Management LLC8,076
0.0% of portfolio›$451.7K
Princeton Global Asset Management LLC7,972
0.1% of portfolio›$446.0K
Redmond Asset Management, LLC7,880
0.1% of portfolio›$440.8K
Avidian Wealth Enterprises, LLC7,657
0.0% of portfolio›$428.4K
Wealth Enhancement Advisory Services, LLC7,435
0.0% of portfolio›$419.1K
Concurrent Investment Advisors, LLC7,357
0.0% of portfolio›$411.6K
Quartz Partners, LLC6,713
0.1% of portfolio›$375.5K
TopTier Wealth Management, LLC6,680
0.2% of portfolio›$373.7K
Asset Dedication, LLC6,424
0.0% of portfolio›$359.4K
RMR Wealth Builders6,155
0.0% of portfolio›$344.3K
Pension & Wealth Management Advisors, Inc.5,743
0.1% of portfolio›$321.4K
Flagship Harbor Advisors, LLC5,727
0.0% of portfolio›$320.4K
Joseph Group Capital Management5,704
0.1% of portfolio›$319.1K
D.A. Davidson & Co.5,663
0.0% of portfolio›$316.8K
Imc-Chicago, LLC5,146
0.0% of portfolio›$287.9K
Marshall & Sterling Wealth Advisors Inc.4,624
0.1% of portfolio›$258.7K
Atria Investments, Inc4,270
0.0% of portfolio›$238.9K
Chicago Partners Investment Group LLC4,241
0.0% of portfolio›$243.2K
Farther Finance Advisors, LLC3,924
0.0% of portfolio›$219.5K
Kestra Advisory Services, LLC3,610
0.0% of portfolio›$202.0K
Redwood Family Wealth LLC3,596
0.2% of portfolio›$201.2K
Capital Advisors, Ltd. LLC2,600
0.0% of portfolio›$145
Reap Financial Group, LLC2,210
0.0% of portfolio›$123.6K
SBI Securities Co., Ltd.1,956
0.0% of portfolio›$109.4K
Creative Financial Designs Inc1,867
0.0% of portfolio›$104.5K
Root Financial Partners, LLC1,260
0.0% of portfolio›$70.5K
Golden State Wealth Management, LLC1,222
0.0% of portfolio›$68.4K
Assetmark, Inc1,002
0.0% of portfolio›$56.0K
Lanark Financial, Inc.906
0.0% of portfolio›$50.7K
Lynch Investment Planning, LLC512
0.0% of portfolio›$28.6K
Private Trust Co NA476
0.0% of portfolio›$26.6K
US Bancorp \de\475
0.0% of portfolio›$26.6K
CoreCap Advisors, LLC354
0.0% of portfolio›$19.8K
Fifth Third Bancorp239
0.0% of portfolio›$13.4K
Parallel Advisors, LLC211
0.0% of portfolio›$11.8K
Capital Investment Advisory Services, LLC148
0.0% of portfolio›$8.3K
Evolution Wealth Management Inc.122
0.0% of portfolio›$6.8K
Covestor Ltd105
0.0% of portfolio›$6
Main Street Group, LTD51
0.0% of portfolio›$2.8K
Blue Trust, Inc.3
0.0% of portfolio›$171
StyleTurnoverLocationFiled
Stonebridge Financial Group, LLC
295,453$16.5M1.2%ETFMediumWormleysburg, PA2026-10-01
Lido Advisors, LLC
207,286$11.6M0.0%GrowthLowLos Angeles, CA2026-11-04
LVM Capital Management LTD
152,027$8.5M0.7%GrowthLowPortage, MI2026-10-20
United Advisor Group, LLC
127,415$7.1M0.7%ETFLowCincinnati, OH2026-11-03
XML Financial, LLC
99,252$5.6M0.4%ETFLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
97,463$5.5M0.0%ETFLowWaltham, MA2026-11-02
Linscomb Wealth, Inc.
90,766$5.1M0.2%ETFLowHouston, TX2026-11-05
Columbia Advisory Partners LLC
75,279$4.2M2.3%ETFMediumSpokane, WA2026-10-15
Stonebridge Wealth Management, LLC
59,134$3.3M2.9%ETFLowOak Brook, IL2026-10-09
Philip James Wealth Mangement, LLC
52,148$2.9M0.3%YieldMediumMilton, GA2026-10-27
Dickmeyer Boyce Financial Management, Inc.
43,241$2.4M1.2%CoreVery LowFort Wayne, IN2026-10-08
Certuity, LLC
35,264$2.0M0.1%GARPLowNorth Palm Beach, FL2026-11-02
LifeWealth Investments, LLC
32,919$1.8M0.5%ETFMediumWinter Garden, FL2026-10-21
Cambridge Investment Research Advisors, Inc.
25,532$1.4K0.0%ETFLowFairfield, IA2026-11-02
Harbor Investment Advisory, LLC
20,072$1.1M0.1%GrowthLowLutherville, MD2026-10-13
Precedent Wealth Partners, LLC
14,694$822.1K0.1%ETFMediumHouston, TX2026-10-21
Ascentis Independent Advisors
13,814$772.8K0.0%ETFLowDallas, TX2026-11-03
Creative Planning
13,453$752.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
13,121$734.1K0.0%CoreLowNew York, NY2026-10-26
Sovran Advisors, LLC
11,095$645.9K0.0%ETFMediumSan Diego, CA2026-11-02
Park Avenue Securities LLC
10,176$5690.0%ETFMediumNew York, NY2026-10-26
WealthPoint Financial, LLC
9,915$554.7K0.4%ETFMediumCramerton, NC2026-11-03
First National Bank Sioux Falls
9,896$553.6K0.2%ETFVery LowSioux Falls, SD2026-10-13
Team Financial Group, LLC
9,744$545.2K0.2%ETFLowTemecula, CA2026-10-30
Wealthcare Capital Partners, LLC
8,627$482.7K0.2%ETFLowWest Chester, PA2026-10-21
Capital Management Corp
8,100$453.2K0.1%YieldMediumGlen Allen, VA2026-10-29
Compass Financial Management LLC
8,076$451.7K0.0%CoreN/ATampa, FL2026-10-30
Princeton Global Asset Management LLC
7,972$446.0K0.1%GrowthLowPrinceton, NJ2026-10-21
Redmond Asset Management, LLC
7,880$440.8K0.1%CoreLowHenrico, VA2026-10-27
Avidian Wealth Enterprises, LLC
7,657$428.4K0.0%ETFLowHouston, TX2026-10-08
Wealth Enhancement Advisory Services, LLC
7,435$419.1K0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
7,357$411.6K0.0%GrowthMediumTampa, FL2026-10-16
Quartz Partners, LLC
6,713$375.5K0.1%GARPMediumSaratoga Springs, NY2026-11-03
TopTier Wealth Management, LLC
6,680$373.7K0.2%ETFVery LowMuskego, WI2026-10-16
Asset Dedication, LLC
6,424$359.4K0.0%ETFLowSan Francisco, CA2026-11-03
RMR Wealth Builders
6,155$344.3K0.0%ETFLowMontclair, NJ2026-10-22
Pension & Wealth Management Advisors, Inc.
5,743$321.4K0.1%ETFLowWaltham, MA2026-10-16
Flagship Harbor Advisors, LLC
5,727$320.4K0.0%ETFMediumBoston, MA2026-10-26
Joseph Group Capital Management
5,704$319.1K0.1%ETFLowColumbus, OH2026-11-04
D.A. Davidson & Co.
5,663$316.8K0.0%CoreLowGreat Falls, MT2026-10-28
Imc-Chicago, LLC
5,146$287.9K0.0%GARPVery HighChicago, IL2026-11-05
Marshall & Sterling Wealth Advisors Inc.
4,624$258.7K0.1%ETFMediumPoughkeepsie, NY2026-10-28
Atria Investments, Inc
4,270$238.9K0.0%CoreMediumCharlotte, NC2026-10-15
Chicago Partners Investment Group LLC
4,241$243.2K0.0%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
3,924$219.5K0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
3,610$202.0K0.0%CoreLowAustin, TX2026-11-02
Redwood Family Wealth LLC
3,596$201.2K0.2%GrowthLowPlano, TX2026-10-20
Capital Advisors, Ltd. LLC
2,600$1450.0%ETFLowShaker Heights, OH2026-10-27
Reap Financial Group, LLC
2,210$123.6K0.0%ETFLowAustin, TX2026-11-02
SBI Securities Co., Ltd.
1,956$109.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Financial Designs Inc
1,867$104.5K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
1,260$70.5K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
1,222$68.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
1,002$56.0K0.0%ETFLowConcord, CA2026-10-21
Lanark Financial, Inc.
906$50.7K0.0%CoreMediumBirmingham, AL2026-10-26
Lynch Investment Planning, LLC
512$28.6K0.0%ETFLowNewtown Square, PA2026-10-27
Private Trust Co NA
476$26.6K0.0%CoreLowCleveland, OH2026-10-20
US Bancorp \de\
475$26.6K0.0%IndexLowMinneapolis, MN2026-11-05
CoreCap Advisors, LLC
354$19.8K0.0%ETFMediumSouthfield, MI2026-10-08
Fifth Third Bancorp
239$13.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Parallel Advisors, LLC
211$11.8K0.0%IndexLowSan Francisco, CA2026-11-03
Capital Investment Advisory Services, LLC
148$8.3K0.0%CoreMediumRaleigh, NC2026-10-30
Evolution Wealth Management Inc.
122$6.8K0.0%ETFMediumFort Myers, FL2026-10-28
Covestor Ltd
105$60.0%ValueHighLondon, United Kingdom2026-10-30
Main Street Group, LTD
51$2.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Blue Trust, Inc.
3$1710.0%ETFLowBrentwood, TN2026-10-15