Who owns Wisdomtree Us Smallcap Dividen mf?
- Ticker: DGRS
- CUSIP Number: 97717x651
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Us Smallcap Dividen mf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wisdomtree Us Smallcap Dividen mf stock
Who bought or sold Wisdomtree Us Smallcap Dividen mf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Private Wealth Strategies | 526k | $25M | 2% | Dec 2023 |
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| Hennion & Walsh Asset Management | 467k | $23M | 13% | Mar 2024 |
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| UBS Group | 285k | $14M | 3% | Dec 2023 |
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| Venturi Wealth Management | 223k | $11M | 9679% | Dec 2023 |
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| Team Financial Group | 158k | $7.5M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 153k | $7.3M | -2% | Dec 2023 |
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| Linscomb & Williams | 147k | $7.0M | -6% | Dec 2023 |
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| Raymond James & Associates | 146k | $6.9M | -10% | Dec 2023 |
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| Lvm Capital Management | 125k | $6.2M | 14% | Mar 2024 |
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| Advisor Group Holdings | 115k | $5.4M | -5% | Dec 2023 |
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| Bank of America Corporation | 114k | $5.4M | -7% | Dec 2023 |
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| CWM | 69k | $3.4M | 7% | Mar 2024 |
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| Klr Investment Advisors | 34k | $1.6M | -1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 32k | $1.5M | 224% | Dec 2023 |
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| Precedent Wealth Partners | 29k | $1.4M | 100% | Dec 2023 |
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| Camden Capital | 29k | $1.4M | -20% | Dec 2023 |
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| Collaborative Wealth Managment | 27k | $1.3M | -9% | Dec 2023 |
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| Royal Bank of Canada | 25k | $1.2M | 4% | Dec 2023 |
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| Hanson McClain Advisors | 21k | $986k | -18% | Dec 2023 |
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| Citadel Advisors | 19k | $904k | 100% | Dec 2023 |
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| J O Hambro Investment Management | 18k | $903k | -3% | Dec 2023 |
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| My Legacy Advisors | 18k | $825k | 70% | Dec 2023 |
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| Well Done | 18k | $870k | -1% | Mar 2024 |
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| Krasney Financial | 17k | $865k | -5% | Mar 2024 |
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| Creative Planning | 17k | $798k | 9% | Dec 2023 |
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| Harbor Investment Advisory | 16k | $815k | -23% | Mar 2024 |
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| Private Advisor | 15k | $691k | 23% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 14k | $709k | -6% | Mar 2024 |
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| Colonial River Wealth Management | 14k | $639k | -43% | Dec 2023 |
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| Jpmorgan Chase & Co | 14k | $638k | -13% | Dec 2023 |
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| Princeton Global Asset Management | 12k | $552k | 1% | Dec 2023 |
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| Golden State Equity Partners | 10k | $486k | 5% | Dec 2023 |
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| Two Sigma Investments | 9.3k | $441k | 0% | Dec 2023 |
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| Capital Management Corporation | 9.0k | $427k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 8.4k | $398k | 17% | Dec 2023 |
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| Asset Dedication | 6.4k | $319k | -2% | Mar 2024 |
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| 9258 Wealth Management | 6.4k | $304k | 0% | Dec 2023 |
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| Brooks, Moore & Associates | 5.8k | $275k | 100% | Dec 2023 |
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| RMR Wealth Builders | 5.8k | $286k | 5% | Mar 2024 |
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| Flagship Harbor Advisors | 5.7k | $284k | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 5.5k | $262k | 2% | Dec 2023 |
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| Chicago Partners Investment | 5.3k | $247k | -1% | Dec 2023 |
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| Redmond Asset Management | 5.1k | $243k | 0% | Dec 2023 |
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| Park Avenue Securities | 4.9k | $243k | 100% | Mar 2024 |
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| Kestra Advisory Services | 4.9k | $231k | -1% | Dec 2023 |
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| Treasure Coast Financial Planning | 4.7k | $224k | -5% | Dec 2023 |
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| Saxon Interests | 4.7k | $234k | 0% | Mar 2024 |
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| Stifel Financial | 4.5k | $215k | 100% | Dec 2023 |
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| Global Retirement Partners | 3.1k | $138k | 12% | Dec 2023 |
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| ORG Partners | 3.0k | $144k | 1% | Dec 2023 |
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| O'shaughnessy Asset Management | 2.7k | $127k | 0% | Dec 2023 |
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| Capital Advisors | 2.6k | $129k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.6k | $121k | 0% | Dec 2023 |
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| Creative Financial Designs | 2.5k | $116k | 38% | Dec 2023 |
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| Wells Fargo & Company | 2.4k | $112k | 351% | Dec 2023 |
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| Sunbelt Securities | 2.1k | $102k | 1% | Mar 2024 |
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| Huntington National Bank | 1.9k | $89k | 100% | Dec 2023 |
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| William Blair $ Company | 1.5k | $70k | -19% | Dec 2023 |
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| Ancora Advisors | 1.1k | $52k | 0% | Dec 2023 |
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| S.A. Mason | 975.00 | $48k | 0% | Mar 2024 |
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| Pnc Financial Services | 732.00 | $35k | 0% | Dec 2023 |
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| IAG Wealth Partners | 658.00 | $31k | 0% | Dec 2023 |
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| Parallel Advisors | 627.00 | $30k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 591.00 | $28k | 100% | Dec 2023 |
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| Geneos Wealth Management | 225.00 | $11k | 0% | Dec 2023 |
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| Beacon Capital Management | 203.00 | $8.4k | 0% | Dec 2023 |
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| Impact Partnership Wealth | 166.00 | $7.9k | 0% | Dec 2023 |
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| Main Street Group | 159.00 | $7.6k | 100% | Dec 2023 |
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| Advisory Services Network | 155.00 | $7.3k | 100% | Dec 2023 |
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| Covestor | 54.00 | $3.0k | 2% | Dec 2023 |
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| Smartleaf Asset Management | 53.00 | $2.5k | 100% | Dec 2023 |
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Who sold out of Wisdomtree Us Smallcap Dividen mf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Stratos Wealth Partners | Dec 2023 | 33k | $1.6M |
| Orion Portfolio Solutions | Sep 2023 | 16k | $660k |
| Advisor Resource Council | Sep 2023 | 8.7k | $357k |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2023 | 2.2k | $89k |
| Coastal Investment Advisors | Sep 2023 | 1.3k | $54k |
| Private Trust Co Na | Sep 2023 | 677.00 | $28k |
| Front Row Advisors | Sep 2023 | 121.00 | $5.0k |