Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q1 2025 (March 31)123holders −8
11new positions
18sold out
1famous investor
$46.33avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, down 8 from Q4 2024. 11 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($27.5M), Morgan Stanley ($21.6M) and Bank of America Corp. ($18.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree U.S. Smallcap Qua
- CUSIP
- 97717X651
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.5M |
| Exits | 18 | $43.2M |
All 13F filers, Q4 2024 → Q1 2025: 591,725 shares bought and 1,483,277 shares sold, net −891,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| LPL Financial LLC | 0.01% | Add +2.1% | 590,644 | $27.5M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 463,753 | $21.6M |
| Bank of America Corp. | 0.00% | Add +29.4% | 388,300 | $18.1M |
| Raymond James Financial Inc. | 0.01% | Add +11.9% | 355,149 | $16.5M |
| UBS Group AG | 0.00% | Add +1.2% | 328,593 | $15.3M |
| Lido Advisors, LLC | 0.07% | Reduce -44.1% | 268,407 | $12.5M |
| Stonebridge Financial Group, LLC | 1.16% | Add +26.9% | 233,568 | $10.9M |
| LVM Capital Management Ltd. | 0.71% | Add +0.9% | 136,317 | $6.3M |
| Linscomb Wealth, Inc. | 0.30% | Reduce -3.6% | 128,374 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 111,211 | $5.2M |
| Founders Financial Alliance, LLC | 1.15% | Add +4.0% | 102,315 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +791.8% | 100,536 | $4.7M |
| United Advisor Group, LLC | 0.85% | Add +7.9% | 89,379 | $4.2M |
| XML Financial, LLC | 0.38% | Add +5.7% | 87,717 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 86,861 | $4.0M |
| IFG Advisory, LLC | 0.19% | Add +14.4% | 74,872 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Add +264.4% | 68,500 | $3.2M |
| Certuity, LLC | 0.33% | Reduce -4.5% | 67,065 | $3.1M |
| Philip James Wealth Mangement, LLC | 0.37% | Reduce -0.3% | 63,476 | $3.0M |
| Columbia Advisory Partners LLC | 2.33% | Add +19.3% | 57,892 | $2.7M |
| Cwm, LLC | 0.01% | Add +11.4% | 54,624 | $2.5M |
| MAS Advisors LLC | 3.61% | Add +45.1% | 50,510 | $2.3M |
| Captrust Financial Advisors | 0.01% | New | 50,383 | $2.3M |
| Tyler-Stone Wealth Management | 0.39% | Add +148.6% | 46,533 | $2.2M |
| Everstar Asset Management, LLC | 1.32% | Add +10.8% | 42,799 | $2.0M |
| Joseph Group Capital Management | 0.54% | Reduce -0.1% | 30,453 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.86% | Add +9.0% | 27,180 | $1.3M |
| Empirical Asset Management, LLC | 0.39% | Add +2.1% | 24,561 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +11.4% | 24,069 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -33.5% | 21,494 | $1000K |
| Brooks, Moore & Associates, Inc. | 0.56% | Reduce -35.4% | 21,411 | $996K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 20,294 | $944K |
| Princeton Global Asset Management LLC | 0.19% | Reduce -10.3% | 20,142 | $937K |
| W1M Investment Management Ltd | 0.01% | No change | 18,820 | $909K |
| Precedent Wealth Partners, LLC | 0.25% | Reduce -16.8% | 19,425 | $903K |
| Strategic Financial Concepts, LLC | 0.17% | Add +11.2% | 19,253 | $895K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 19,179 | $892K |
| IHT Wealth Management, LLC | 0.03% | Add +0.6% | 18,500 | $860K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 19,599 | $857K |
| Team Financial Group, LLC | 0.48% | Reduce -67.7% | 17,839 | $830K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.3% | 17,765 | $826K |
| Well Done, LLC | 0.15% | Reduce -6.3% | 15,641 | $801K |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 16,875 | $785K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 16,197 | $753K |
| Creative Planning | 0.00% | Reduce -2.4% | 15,446 | $718K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.9% | 15,220 | $708K |
| LifeWealth Investments, LLC | 0.32% | New | 14,496 | $674K |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 14,194 | $660K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -11.6% | 14,122 | $657K |
| Bison Wealth, LLC | 0.06% | Reduce -11.0% | 14,051 | $653K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -36.0% | 13,799 | $642K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -6.1% | 13,589 | $632K |
| Signet Financial Management, LLC | 0.08% | Reduce -16.9% | 13,326 | $620K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.9% | 12,110 | $563K |
| Ascentis Independent Advisors | 0.11% | Add +30.4% | 12,026 | $559K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.0% | 11,888 | $553K |
| Virtu Financial LLC | 0.03% | New | 11,584 | $539K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +4.6% | 11,299 | $525K |
| Sovran Advisors, LLC | 0.07% | Add +5.8% | 12,088 | $514K |
| Willner & Heller, LLC | 0.40% | Add +38.1% | 9,382 | $436K |
| Capital Management Corp. | 0.07% | No change | 9,000 | $419K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -96.8% | 8,439 | $392K |
| Wealthcare Capital Partners, LLC | 0.20% | Reduce -7.7% | 8,361 | $389K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 7,650 | $356K |
| AQR Capital Management | 0.00% | Reduce -9.7% | 7,548 | $351K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +191.8% | 7,455 | $347K |
| Redmond Asset Management, LLC | 0.09% | Add +6.2% | 7,271 | $338K |
| Sunbelt Securities, Inc. | 0.03% | Add +5.2% | 6,600 | $307K |
| Asset Dedication, LLC | 0.02% | No change | 6,424 | $299K |
| Opes Wealth Management LLC | 0.06% | Add +8.9% | 6,385 | $297K |
| Beacon Financial Advisory LLC | 0.09% | New | 6,366 | $296K |
| Cascade Financial Partners, LLC | 0.04% | No change | 6,330 | $294K |
| RMR Wealth Builders | 0.03% | Add +0.8% | 6,277 | $292K |
| Arkadios Wealth Advisors | 0.01% | New | 5,875 | $273K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,727 | $266K |
| Avant Capital LLC | 0.21% | Reduce -2.0% | 5,491 | $255K |
| Objective Capital Management, LLC | 0.31% | Add +0.3% | 5,178 | $241K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -40.5% | 5,149 | $239K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.4% | 4,976 | $231K |
| Quartz Partners, LLC | 0.13% | Add +0.8% | 4,765 | $222K |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 4,733 | $220K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.9% | 4,703 | $219K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.4% | 4,893 | $215K |
| Cadence Bank | 0.02% | Reduce -28.9% | 4,617 | $215K |
| Cary Street Partners Financial LLC | 0.01% | New | 4,495 | $209K |
| REAP Financial Group, LLC | 0.05% | Reduce -20.5% | 4,184 | $195K |
| AE Wealth Management LLC | 0.00% | Add +482.3% | 3,948 | $184K |
| Bank of Montreal | 0.00% | No change | 3,300 | $153K |
| ORG Partners LLC | 0.03% | Add +242.1% | 2,696 | $126K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,600 | $121K |
| National Bank of Canada | 0.00% | Reduce -22.6% | 2,600 | $121K |
| FMR LLC | 0.00% | Add +132.1% | 2,414 | $112K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.2% | 2,185 | $102K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.3% | 2,118 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +49.0% | 1,840 | $86K |
| Lanark Financial, Inc. | 0.01% | — | 1,511 | $70K |
| Blair William & Co. | 0.00% | Reduce -76.8% | 1,270 | $59K |
| Ancora Advisors LLC | 0.00% | No change | 1,091 | $51K |
| IAG Wealth Partners, LLC | 0.01% | Add +62.0% | 1,066 | $50K |
| Private Trust Co. NA | 0.00% | New | 1,013 | $47K |
| S.A. Mason LLC | 0.02% | No change | 990 | $46K |
| Advisor Resource Council | 0.00% | New | 18,812 | $37K |
| Golden State Wealth Management, LLC | 0.01% | Add +46.3% | 733 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 732 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.1% | 616 | $29K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.5% | 580 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 409 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.3% | 394 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 354 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $14K |
| Roxbury Financial LLC | 0.01% | Add +0.8% | 263 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 203 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 192 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 192 | $9K |
| Wells Fargo & Company | 0.00% | Add +18300.0% | 184 | $9K |
| Transce3nd, LLC | 0.00% | No change | 143 | $7K |
| Main Street Group, LTD | 0.00% | No change | 110 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -20.0% | 100 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 77 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 53 | $2K |
| US Bancorp \de | 0.00% | No change | 46 | $2K |
| Covestor Ltd | 0.00% | Reduce -20.0% | 44 | $2K |
| NorthRock Partners, LLC | 0.00% | New | 37 | $2K |
"% 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.