Wisdomtree U.S. Smallcap QuaDGRSETF
13F holders, Q4 2025 (December 31)126holders
10new positions
13sold out
1famous investor
$49.68avg. 13F price*
At the end of Q4 2025, 126 institutions reported holding Wisdomtree U.S. Smallcap Qua (DGRS) in their 13F filings, unchanged from Q3 2025. 10 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($27.1M), Morgan Stanley ($22.2M) and Raymond James Financial Inc. ($20.8M). One famous investor held it 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.5M |
| Exits | 13 | $7.7M |
All 13F filers, Q3 2025 → Q4 2025: 196,183 shares bought and 482,632 shares sold, net −286,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| LPL Financial LLC | 0.01% | Reduce -1.0% | 547,134 | $27.1M |
| Morgan Stanley | 0.00% | Add +5.7% | 446,507 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 418,229 | $20.8M |
| Stonebridge Financial Group, LLC | 1.10% | Add +3.1% | 260,595 | $12.9M |
| Lido Advisors, LLC | 0.05% | Reduce -0.2% | 251,328 | $12.6M |
| Bank of America Corp. | 0.00% | Reduce -50.8% | 186,065 | $9.2M |
| LVM Capital Management Ltd. | 0.63% | Reduce -0.2% | 137,487 | $6.8M |
| United Advisor Group, LLC | 0.77% | Add +15.8% | 121,546 | $6.0M |
| Linscomb Wealth, Inc. | 0.24% | Reduce -0.8% | 117,177 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.4% | 101,290 | $5.0M |
| UBS Group AG | 0.00% | Add +6.7% | 99,881 | $5.0M |
| XML Financial, LLC | 0.38% | Add +1.3% | 93,623 | $4.6M |
| Founders Financial Alliance, LLC | 0.87% | Add +1.0% | 92,862 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 92,730 | $4.6M |
| IFG Advisory, LLC | 0.19% | Add +4.5% | 87,035 | $4.3M |
| Columbia Advisory Partners LLC | 2.68% | Add +1.2% | 79,372 | $3.9M |
| Philip James Wealth Mangement, LLC | 0.46% | Add +2.7% | 77,143 | $3.8M |
| Modern Wealth Management, LLC | 0.07% | Add +63.9% | 76,300 | $3.8M |
| Stonebridge Wealth Management, LLC | 3.55% | Reduce -7.8% | 74,952 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -11.0% | 52,799 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -9.3% | 50,407 | $2.5M |
| Certuity, LLC | 0.14% | Reduce -3.8% | 45,066 | $2.2M |
| Independent Advisor Alliance | 0.05% | Add +2.9% | 44,233 | $2.2M |
| Marshall & Sterling Wealth Advisors Inc. | 1.36% | Add +39.4% | 41,380 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 36,359 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +7.1% | 33,906 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Add +1137.0% | 32,161 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +5.2% | 29,362 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.7% | 25,798 | $1.3M |
| Everstar Asset Management, LLC | 0.66% | Reduce -47.4% | 24,737 | $1.2M |
| LifeWealth Investments, LLC | 0.37% | Add +32.0% | 23,710 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -15.7% | 20,121 | $998K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 19,485 | $967K |
| Allworth Financial LP | 0.00% | Reduce -2.0% | 18,543 | $920K |
| Princeton Global Asset Management LLC | 0.15% | Reduce -6.7% | 18,257 | $906K |
| Precedent Wealth Partners, LLC | 0.17% | Reduce -6.9% | 16,024 | $795K |
| JPMorgan Chase & Co. | 0.00% | Add +12.1% | 14,598 | $724K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 14,001 | $717K |
| Creative Planning | 0.00% | Reduce -3.5% | 13,573 | $673K |
| Citadel Advisors | 0.00% | Reduce -54.7% | 13,528 | $671K |
| Wells Fargo & Company | 0.00% | Add +215.2% | 13,314 | $661K |
| Sovran Advisors, LLC | 0.05% | Reduce -9.9% | 11,434 | $608K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.7% | 11,551 | $573K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -1.7% | 11,502 | $571K |
| Team Financial Group, LLC | 0.25% | Reduce -5.3% | 11,080 | $550K |
| IHT Wealth Management, LLC | 0.01% | Reduce -14.2% | 10,915 | $542K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 10,005 | $496K |
| Susquehanna International Group, LLP | 0.00% | Add +21.4% | 9,683 | $480K |
| WealthPoint Financial, LLC | 0.40% | — | 9,192 | $456K |
| Venturi Wealth Management, LLC | 0.02% | No change | 9,184 | $456K |
| Capital Management Corp. | 0.07% | No change | 9,000 | $447K |
| First National Bank Sioux Falls | 0.13% | New | 8,779 | $436K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.5% | 8,740 | $434K |
| Wealthcare Capital Partners, LLC | 0.20% | Add +0.6% | 8,552 | $424K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -21.7% | 8,341 | $414K |
| Opes Wealth Management LLC | 0.07% | Add +0.6% | 8,193 | $407K |
| Signet Financial Management, LLC | 0.04% | Reduce -13.4% | 7,812 | $388K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,380 | $366K |
| Virtu Financial LLC | 0.01% | Reduce -37.5% | 7,325 | $363K |
| Redmond Asset Management, LLC | 0.09% | Reduce -0.3% | 7,259 | $360K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.3% | 6,996 | $347K |
| RMR Wealth Builders | 0.03% | Add +0.6% | 6,899 | $342K |
| TopTier Wealth Management, LLC | 0.23% | — | 6,755 | $335K |
| Joseph Group Capital Management | 0.09% | Reduce -14.0% | 6,620 | $328K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.4% | 6,597 | $327K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 6,450 | $320K |
| Asset Dedication, LLC | 0.02% | No change | 6,424 | $319K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.3% | 6,275 | $311K |
| Bessemer Group Inc. | 0.00% | No change | 6,276 | $311K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -39.1% | 6,042 | $300K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 5,727 | $284K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Reduce -52.2% | 5,610 | $278K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 5,446 | $270K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -15.1% | 5,372 | $267K |
| Atria Investments, Inc | 0.00% | Add +1.2% | 5,216 | $259K |
| Park Avenue Securities LLC | 0.00% | Add +21.9% | 5,202 | $258K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.0% | 4,728 | $251K |
| Waverly Advisors, LLC | 0.00% | New | 4,974 | $247K |
| Quartz Partners, LLC | 0.09% | Add +1.8% | 4,956 | $246K |
| Empirical Asset Management, LLC | 0.07% | Reduce -63.3% | 4,897 | $243K |
| Lynch Investment Planning, LLC | 0.23% | — | 4,766 | $236K |
| Avant Capital LLC | 0.16% | Reduce -6.7% | 4,668 | $232K |
| Cadence Bank | 0.01% | Reduce -0.1% | 4,604 | $228K |
| HRT Financial LP | 0.00% | New | 4,529 | $224K |
| Bison Wealth, LLC | 0.02% | New | 4,175 | $215K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -10.3% | 4,326 | $215K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,129 | $205K |
| REAP Financial Group, LLC | 0.04% | Reduce -1.7% | 3,913 | $194K |
| Optima Capital LLC | 0.08% | New | 3,585 | $178K |
| Centaurus Financial, Inc. | 0.01% | Add +6.0% | 3,381 | $168K |
| Bank of Montreal | 0.00% | No change | 3,300 | $164K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -20.9% | 3,020 | $150K |
| National Bank of Canada | 0.00% | No change | 2,600 | $129K |
| FMR LLC | 0.00% | No change | 2,131 | $106K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.9% | 2,059 | $102K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.7% | 1,870 | $93K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.6% | 1,590 | $79K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.1% | 1,408 | $70K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.7% | 1,403 | $70K |
| Root Financial Partners, LLC | 0.00% | No change | 1,260 | $63K |
"% 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.