Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q4 2024 (December 31)131holders +22
19new positions
6sold out
2famous investors
$51.23avg. 13F price*
At the end of Q4 2024, 131 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, up 22 from Q3 2024. 19 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($29.6M), Hennion & Walsh Asset Management, Inc. ($25.4M) and Morgan Stanley ($24.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Smallcap Qua
- CUSIP
- 97717X651
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $45.2M |
| Exits | 6 | $3.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,429,000 shares bought and 187,706 shares sold, net +1,241,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| LPL Financial LLC | 0.01% | Add +15.2% | 578,661 | $29.6M |
| Hennion & Walsh Asset Management, Inc. | 1.15% | Add +1.8% | 496,040 | $25.4M |
| Morgan Stanley | 0.00% | Add +16.8% | 480,860 | $24.6M |
| Lido Advisors, LLC | 0.15% | New | 479,948 | $24.6M |
| UBS Group AG | 0.00% | Add +1.4% | 324,691 | $16.6M |
| Raymond James Financial Inc. | 0.01% | — | 317,356 | $16.3M |
| Bank of America Corp. | 0.00% | Add +155.9% | 300,141 | $15.4M |
| Venturi Wealth Management, LLC | 0.67% | Add +5.3% | 264,457 | $13.5M |
| Stonebridge Financial Group, LLC | 1.04% | — | 184,136 | $9.4M |
| Independent Advisor Alliance | 0.10% | New | 140,985 | $7.2M |
| LVM Capital Management Ltd. | 0.74% | Add +5.7% | 135,035 | $6.9M |
| Linscomb Wealth, Inc. | 0.34% | Reduce -3.1% | 133,241 | $6.8M |
| Avestar Capital, LLC | 0.51% | New | 108,624 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.5% | 105,647 | $5.4M |
| Founders Financial Alliance, LLC | 1.39% | Add +0.4% | 98,375 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +7.4% | 95,498 | $4.9M |
| XML Financial, LLC | 0.39% | Reduce -2.7% | 82,981 | $4.3M |
| United Advisor Group, LLC | 0.84% | Add +18.0% | 82,819 | $4.2M |
| Certuity, LLC | 0.39% | Add +75.9% | 70,252 | $3.6M |
| IFG Advisory, LLC | 0.19% | Add +2.1% | 65,448 | $3.4M |
| Philip James Wealth Mangement, LLC | 0.44% | Add +2.7% | 63,637 | $3.3M |
| Team Financial Group, LLC | 1.62% | Reduce -44.0% | 55,231 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +172.0% | 51,167 | $2.6M |
| Cwm, LLC | 0.01% | Add +40.4% | 49,051 | $2.5M |
| Boston Financial Mangement LLC | 0.08% | Add +0.8% | 48,860 | $2.5M |
| Columbia Advisory Partners LLC | 2.31% | New | 48,539 | $2.5M |
| Everstar Asset Management, LLC | 1.40% | Add +5.2% | 38,646 | $2.0M |
| MAS Advisors LLC | 2.99% | New | 34,806 | $1.8M |
| Brooks, Moore & Associates, Inc. | 1.00% | Add +83.9% | 33,161 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 32,344 | $1.7M |
| Joseph Group Capital Management | 0.62% | Reduce -2.1% | 30,486 | $1.6M |
| Marshall & Sterling Wealth Advisors Inc. | 0.88% | — | 24,926 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +19.0% | 24,916 | $1.3M |
| Empirical Asset Management, LLC | 0.41% | Reduce -5.5% | 24,061 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 23,348 | $1.2M |
| Precedent Wealth Partners, LLC | 0.39% | Reduce -3.3% | 23,337 | $1.2M |
| Princeton Global Asset Management LLC | 0.22% | Add +6.9% | 22,455 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +7.4% | 21,609 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -47.0% | 21,577 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.3% | 20,654 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.8% | 19,919 | $1.0M |
| Optima Capital LLC | 0.67% | — | 19,085 | $978K |
| Two Sigma Investments, LP | 0.00% | Reduce -21.3% | 18,800 | $963K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.7% | 18,755 | $961K |
| Tyler-Stone Wealth Management | 0.17% | Add +245.3% | 18,718 | $959K |
| IHT Wealth Management, LLC | 0.03% | Reduce -18.6% | 18,389 | $942K |
| W1M Investment Management Ltd | 0.01% | Reduce -0.3% | 18,820 | $920K |
| Strategic Financial Concepts, LLC | 0.17% | Add +17.2% | 17,310 | $887K |
| Well Done, LLC | 0.16% | No change | 16,694 | $860K |
| Cetera Investment Advisers | 0.00% | Add +22.0% | 16,348 | $838K |
| Signet Financial Management, LLC | 0.10% | Add +0.9% | 16,041 | $822K |
| Harbor Investment Advisory, LLC | 0.08% | Add +0.0% | 15,977 | $819K |
| Creative Planning | 0.00% | Reduce -4.1% | 15,818 | $810K |
| Bison Wealth, LLC | 0.10% | — | 15,790 | $809K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -8.1% | 14,478 | $742K |
| JPMorgan Chase & Co. | 0.00% | Add +13.8% | 13,329 | $683K |
| Oppenheimer & Co. Inc. | 0.01% | Add +95.6% | 11,893 | $609K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -68.7% | 11,652 | $607K |
| Sovran Advisors, LLC | 0.08% | — | 11,426 | $581K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 11,273 | $578K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Add +14.4% | 10,805 | $554K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,406 | $533K |
| Ascentis Independent Advisors | 0.09% | Reduce -55.3% | 9,225 | $473K |
| Wealthcare Capital Partners, LLC | 0.24% | — | 9,054 | $464K |
| Capital Management Corp. | 0.08% | No change | 9,000 | $461K |
| Kestra Advisory Services, LLC | 0.00% | Add +66.3% | 8,650 | $443K |
| AQR Capital Management | 0.00% | New | 8,357 | $428K |
| Redmond Asset Management, LLC | 0.09% | Add +26.4% | 6,850 | $351K |
| Willner & Heller, LLC | 0.30% | New | 6,791 | $348K |
| Cadence Bank | 0.02% | Reduce -4.1% | 6,489 | $332K |
| Asset Dedication, LLC | 0.03% | No change | 6,424 | $329K |
| Cascade Financial Partners, LLC | 0.04% | No change | 6,330 | $324K |
| Sunbelt Securities, Inc. | 0.03% | Add +5.9% | 6,275 | $320K |
| RMR Wealth Builders | 0.03% | Add +0.6% | 6,229 | $319K |
| Opes Wealth Management LLC | 0.06% | Add +22.6% | 5,865 | $300K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 5,727 | $293K |
| Avant Capital LLC | 0.24% | — | 5,604 | $287K |
| Blair William & Co. | 0.00% | No change | 5,470 | $280K |
| REAP Financial Group, LLC | 0.07% | Reduce -14.3% | 5,261 | $270K |
| Jane Street Group, LLC | 0.00% | New | 5,238 | $268K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.0% | 5,282 | $265K |
| Objective Capital Management, LLC | 0.18% | Add +3.3% | 5,164 | $265K |
| Park Avenue Securities LLC | 0.00% | New | 5,100 | $261K |
| Quartz Partners, LLC | 0.15% | Reduce -36.9% | 4,728 | $242K |
| Stifel Financial Corp. | 0.00% | Add +8.0% | 4,695 | $241K |
| Citadel Advisors | 0.00% | New | 4,685 | $240K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -4.2% | 4,650 | $238K |
| Smith Anglin Financial, LLC | 0.02% | New | 4,453 | $228K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -35.4% | 4,242 | $217K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 4,240 | $217K |
| Treasure Coast Financial Planning | 0.14% | No change | 4,084 | $209K |
| Quantinno Capital Management LP | 0.00% | New | 4,046 | $207K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,038 | $207K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,024 | $206K |
| National Bank of Canada | 0.00% | Add +22.6% | 3,359 | $172K |
| Bank of Montreal | 0.00% | No change | 3,300 | $169K |
| Global Retirement Partners, LLC | 0.00% | No change | 3,040 | $156K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -25.0% | 3,000 | $154K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.0% | 2,837 | $145K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,600 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,555 | $131K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,117 | $108K |
| Jones Financial Companies LLLP | 0.00% | Add +39.5% | 1,235 | $63K |
| Ancora Advisors LLC | 0.00% | No change | 1,091 | $56K |
| FMR LLC | 0.00% | Add +0.1% | 1,040 | $53K |
| S.A. Mason LLC | 0.03% | Add +1.5% | 990 | $51K |
| ORG Partners LLC | 0.01% | New | 788 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 732 | $38K |
| AE Wealth Management LLC | 0.00% | New | 678 | $35K |
| IAG Wealth Partners, LLC | 0.01% | No change | 658 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 649 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 627 | $32K |
| Golden State Wealth Management, LLC | 0.00% | — | 501 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 409 | $21K |
| Coppell Advisory Solutions LLC | 0.00% | Add +33.3% | 400 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Add +94.5% | 393 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 354 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 300 | $15K |
| Roxbury Financial LLC | 0.01% | — | 261 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 203 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 192 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 192 | $10K |
| Transce3nd, LLC | 0.00% | — | 143 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -44.4% | 125 | $6K |
| Main Street Group, LTD | 0.00% | No change | 110 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 77 | $4K |
| Covestor Ltd | 0.00% | Add +19.6% | 55 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 53 | $3K |
| US Bancorp \de | 0.00% | No change | 46 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 31 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $61 |
"% of holder's portfolio" is DGRS's weight in each manager's 13F, not the share of Wisdomtree U.S. Smallcap Qua the manager owns.