Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q3 2025 (September 30)126holders +4
13new positions
8sold out
2famous investors
$50.00avg. 13F price*
At the end of Q3 2025, 126 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, up 4 from Q2 2025. 13 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($27.6M), Morgan Stanley ($21.1M) and Raymond James Financial Inc. ($20.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.9M |
| Exits | 8 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 221,709 shares bought and 309,303 shares sold, net −87,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| LPL Financial LLC | 0.01% | Reduce -12.2% | 552,886 | $27.6M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 422,529 | $21.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.7% | 417,061 | $20.8M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 378,354 | $18.9M |
| Stonebridge Financial Group, LLC | 1.11% | Add +0.7% | 252,698 | $12.6M |
| Lido Advisors, LLC | 0.05% | Reduce -4.0% | 251,815 | $12.6M |
| LVM Capital Management Ltd. | 0.66% | Reduce -1.2% | 137,719 | $6.9M |
| Linscomb Wealth, Inc. | 0.25% | Reduce -5.8% | 118,078 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.1% | 109,372 | $5.5M |
| United Advisor Group, LLC | 0.71% | Add +15.6% | 104,937 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 97,407 | $4.9M |
| UBS Group AG | 0.00% | Add +3.2% | 93,646 | $4.7M |
| XML Financial, LLC | 0.38% | Reduce -1.1% | 92,449 | $4.6M |
| Founders Financial Alliance, LLC | 0.87% | Reduce -5.9% | 91,913 | $4.6M |
| IFG Advisory, LLC | 0.19% | Add +6.6% | 83,320 | $4.2M |
| Stonebridge Wealth Management, LLC | 3.70% | Reduce -4.6% | 81,250 | $4.1M |
| Columbia Advisory Partners LLC | 2.71% | Add +1.0% | 78,461 | $3.9M |
| Philip James Wealth Mangement, LLC | 0.46% | Add +16.4% | 75,104 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -43.0% | 59,327 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 55,579 | $2.8M |
| Everstar Asset Management, LLC | 1.33% | Reduce -1.1% | 47,056 | $2.4M |
| Certuity, LLC | 0.16% | Add +2.6% | 46,844 | $2.3M |
| Modern Wealth Management, LLC | 0.05% | Add +315.0% | 46,562 | $2.3M |
| Independent Advisor Alliance | 0.06% | Reduce -7.2% | 42,986 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -26.0% | 37,771 | $1.9M |
| Strategic Financial Concepts, LLC | 0.24% | Add +71.9% | 33,616 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -22.7% | 31,663 | $1.6M |
| Citadel Advisors | 0.00% | New | 29,837 | $1.5M |
| Marshall & Sterling Wealth Advisors Inc. | 0.95% | Add +2.1% | 29,683 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 27,917 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -36.2% | 26,300 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +52.7% | 23,875 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.7% | 22,685 | $1.1M |
| W1M Investment Management Ltd | 0.01% | No change | 18,820 | $1.1M |
| MAS Advisors LLC | 1.62% | Reduce -1.3% | 20,533 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 19,893 | $994K |
| Princeton Global Asset Management LLC | 0.16% | Reduce -6.5% | 19,565 | $978K |
| Allworth Financial LP | 0.00% | Reduce -3.5% | 18,925 | $946K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 18,024 | $915K |
| LifeWealth Investments, LLC | 0.30% | Add +4.4% | 17,964 | $898K |
| Precedent Wealth Partners, LLC | 0.19% | Reduce -8.9% | 17,206 | $860K |
| Well Done, LLC | 0.15% | No change | 17,163 | $858K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.5% | 15,169 | $752K |
| Summit Financial, LLC | 0.01% | New | 14,850 | $742K |
| Brooks, Moore & Associates, Inc. | 0.37% | No change | 15,171 | $721K |
| Creative Planning | 0.00% | Reduce -13.7% | 14,064 | $703K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,585 | $679K |
| Empirical Asset Management, LLC | 0.19% | Reduce -46.0% | 13,333 | $666K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 13,027 | $651K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.1% | 12,723 | $636K |
| Ascentis Independent Advisors | 0.11% | Add +5.2% | 12,666 | $633K |
| Sovran Advisors, LLC | 0.05% | Add +4.0% | 12,689 | $619K |
| Pension & Wealth Management Advisors, Inc. | 0.19% | Reduce -5.7% | 11,746 | $587K |
| Virtu Financial LLC | 0.03% | New | 11,725 | $586K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -16.0% | 11,702 | $585K |
| Team Financial Group, LLC | 0.27% | Reduce -13.6% | 11,701 | $585K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.5% | 11,251 | $562K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -12.1% | 10,650 | $532K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.8% | 9,916 | $496K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.6% | 9,663 | $483K |
| Venturi Wealth Management, LLC | 0.02% | No change | 9,184 | $459K |
| Signet Financial Management, LLC | 0.05% | Reduce -7.1% | 9,020 | $451K |
| Capital Management Corp. | 0.07% | No change | 9,000 | $450K |
| Wealthcare Capital Partners, LLC | 0.20% | Add +0.7% | 8,501 | $425K |
| Opes Wealth Management LLC | 0.07% | Add +8.5% | 8,148 | $407K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.9% | 7,978 | $399K |
| Joseph Group Capital Management | 0.11% | Reduce -1.5% | 7,701 | $385K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.0% | 7,380 | $369K |
| Redmond Asset Management, LLC | 0.09% | Reduce -1.7% | 7,277 | $364K |
| Arkadios Wealth Advisors | 0.01% | Add +17.1% | 7,232 | $361K |
| RMR Wealth Builders | 0.03% | Reduce -0.5% | 6,856 | $343K |
| Asset Dedication, LLC | 0.02% | No change | 6,424 | $321K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,422 | $321K |
| Cascade Financial Partners, LLC | 0.04% | No change | 6,330 | $316K |
| Bessemer Group Inc. | 0.00% | New | 6,276 | $314K |
| Willner & Heller, LLC | 0.24% | Reduce -35.6% | 6,201 | $310K |
| Jones Financial Companies LLLP | 0.00% | Add +24.2% | 6,001 | $301K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.6% | 5,923 | $296K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,727 | $286K |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 5,211 | $260K |
| Atria Investments, Inc | 0.00% | New | 5,154 | $258K |
| Avant Capital LLC | 0.18% | Reduce -1.6% | 5,001 | $250K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 4,923 | $247K |
| Quartz Partners, LLC | 0.09% | Add +1.8% | 4,870 | $243K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -9.7% | 4,820 | $241K |
| Cadence Bank | 0.01% | Reduce -0.1% | 4,611 | $230K |
| AQR Capital Management | 0.00% | Reduce -27.9% | 4,585 | $229K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,495 | $225K |
| Park Avenue Securities LLC | 0.00% | New | 4,268 | $213K |
| Wells Fargo & Company | 0.00% | Add +2195.7% | 4,224 | $211K |
| Truist Financial Corp. | 0.00% | New | 4,208 | $210K |
| REAP Financial Group, LLC | 0.04% | Add +0.9% | 3,981 | $199K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -39.1% | 3,820 | $191K |
| Bank of Montreal | 0.00% | No change | 3,300 | $165K |
| Centaurus Financial, Inc. | 0.01% | Add +0.7% | 3,190 | $159K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 3,049 | $152K |
| ORG Partners LLC | 0.03% | Reduce -4.9% | 2,754 | $138K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,600 | $130K |
| National Bank of Canada | 0.00% | No change | 2,600 | $130K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.9% | 2,236 | $112K |
"% 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.