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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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 |
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Private Wealth Strategies | 550k | $26M | 3% | Jun 2024 |
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LPL Financial | 502k | $26M | 0% | Sep 2024 |
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Hennion & Walsh Asset Management | 487k | $25M | 2% | Sep 2024 |
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Morgan Stanley | 378k | $18M | -8% | Jun 2024 |
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Venturi Wealth Management | 251k | $13M | 1% | Sep 2024 |
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Raymond James & Associates | 210k | $11M | 13% | Sep 2024 |
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Raymond James Financial Services Advisors | 158k | $8.1M | 24% | Sep 2024 |
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Linscomb & Williams | 137k | $7.1M | -2% | Sep 2024 |
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Lvm Capital Management | 128k | $6.0M | 0% | Sep 2024 |
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Bank of America Corporation | 117k | $6.0M | 10% | Sep 2024 |
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Team Financial Group | 99k | $5.1M | -18% | Sep 2024 |
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Founders Financial Alliance | 98k | $5.0M | 0% | Sep 2024 |
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Commonwealth Equity Services | 93k | $4.8M | -30% | Sep 2024 |
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Royal Bank of Canada | 89k | $4.5M | 178% | Sep 2024 |
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XML Financial | 85k | $4.4M | 5% | Sep 2024 |
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United Advisor Group | 70k | $3.6M | 28% | Sep 2024 |
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IFG Advisory | 64k | $3.3M | 4% | Sep 2024 |
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Philip James Wealth Mangement | 62k | $3.2M | 4% | Sep 2024 |
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Boston Financial Mangement | 49k | $2.5M | 6% | Sep 2024 |
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Envestnet Asset Management | 41k | $2.1M | 2% | Sep 2024 |
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Camden Capital | 40k | $2.1M | 55% | Sep 2024 |
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Sanctuary Advisors | 37k | $2.1M | -12% | Sep 2024 |
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Everstar Asset Management | 37k | $1.9M | 100% | Sep 2024 |
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CWM | 35k | $1.8M | 17% | Sep 2024 |
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Joseph Group Capital Management | 31k | $1.6M | 1% | Sep 2024 |
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Baldwin Brothers | 27k | $1.4M | 100% | Sep 2024 |
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Empirical Asset Management | 26k | $1.3M | 166% | Sep 2024 |
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Advisor Group Holdings | 25k | $1.3M | -20% | Sep 2024 |
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Precedent Wealth Partners | 24k | $1.2M | -6% | Sep 2024 |
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Princeton Global Asset Management | 21k | $1.1M | 24% | Sep 2024 |
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Western Wealth Management | 21k | $1.1M | 100% | Sep 2024 |
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Private Advisor | 20k | $1.0M | 4% | Sep 2024 |
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Hanson McClain Advisors | 20k | $1.0M | -5% | Sep 2024 |
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J O Hambro Investment Management | 19k | $1.0M | 0% | Sep 2024 |
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Susquehanna International | 19k | $969k | -29% | Sep 2024 |
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Brooks, Moore & Associates | 18k | $929k | 113% | Sep 2024 |
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Advisor Resource Council | 17k | $885k | 40% | Sep 2024 |
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Well Done | 17k | $860k | -2% | Sep 2024 |
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Creative Planning | 17k | $850k | 0% | Sep 2024 |
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Harbor Investment Advisory | 16k | $823k | 11% | Sep 2024 |
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Krasney Financial | 16k | $819k | -3% | Sep 2024 |
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Collaborative Wealth Managment | 16k | $812k | -11% | Sep 2024 |
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Cambridge Investment Research Advisors | 15k | $770k | 117% | Sep 2024 |
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Wealth Enhancement Advisory Services | 15k | $698k | 4% | Jun 2024 |
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Strategic Financial Concepts | 15k | $761k | 100% | Sep 2024 |
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Cetera Investment Advisers | 14k | $642k | -16% | Jun 2024 |
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Jpmorgan Chase & Co | 12k | $604k | -41% | Sep 2024 |
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Golden State Equity Partners | 9.4k | $484k | -6% | Sep 2024 |
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Capital Management Corporation | 9.0k | $464k | 0% | Sep 2024 |
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Quartz Partners | 7.5k | $386k | 100% | Sep 2024 |
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BancorpSouth Bank | 6.8k | $349k | -1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 6.6k | $339k | -39% | Sep 2024 |
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Asset Dedication | 6.4k | $331k | 0% | Sep 2024 |
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Cascade Financial Partners | 6.3k | $325k | 0% | Sep 2024 |
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RMR Wealth Builders | 6.2k | $319k | 6% | Sep 2024 |
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Oppenheimer & Co | 6.1k | $313k | 100% | Sep 2024 |
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Sunbelt Securities | 5.9k | $305k | 65% | Sep 2024 |
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Flagship Harbor Advisors | 5.7k | $295k | 0% | Sep 2024 |
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William Blair $ Company | 5.5k | $282k | 272% | Sep 2024 |
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Tyler-Stone Wealth Management | 5.4k | $279k | 130% | Sep 2024 |
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Chicago Partners Investment | 5.3k | $271k | 1% | Sep 2024 |
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Redmond Asset Management | 5.3k | $248k | 4% | Jun 2024 |
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Kestra Advisory Services | 5.2k | $268k | -43% | Sep 2024 |
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Objective Capital Management | 5.0k | $258k | 20% | Sep 2024 |
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H D Vest Advisory Services | 5.0k | $233k | 17% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 4.9k | $250k | -23% | Sep 2024 |
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Opes Wealth Management | 4.8k | $247k | 0% | Sep 2024 |
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FinTrust Capital Advisors | 4.7k | $242k | 69% | Sep 2024 |
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Stifel Financial | 4.4k | $206k | 8% | Jun 2024 |
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Colonial River Wealth Management | 4.3k | $223k | -6% | Sep 2024 |
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Axxcess Wealth Management | 4.3k | $223k | -5% | Sep 2024 |
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Saxon Interests | 4.1k | $213k | 100% | Sep 2024 |
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Belvedere Trading | 4.0k | $209k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 4.0k | $206k | 100% | Sep 2024 |
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Global Retirement Partners | 3.0k | $157k | 0% | Sep 2024 |
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Creative Financial Designs | 2.8k | $146k | -37% | Sep 2024 |
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National Bank Of Canada /fi/ | 2.7k | $141k | 5% | Sep 2024 |
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Capital Advisors | 2.6k | $134k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 2.6k | $120k | 0% | Jun 2024 |
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Ancora Advisors | 1.1k | $56k | 0% | Sep 2024 |
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S.A. Mason | 975.00 | $50k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 885.00 | $46k | 100% | Sep 2024 |
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Pnc Financial Services | 732.00 | $38k | -58% | Sep 2024 |
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IAG Wealth Partners | 658.00 | $34k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 649.00 | $34k | -50% | Sep 2024 |
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Parallel Advisors | 627.00 | $32k | 0% | Sep 2024 |
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ICA Group Wealth Management | 591.00 | $28k | 0% | Jun 2024 |
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CoreCap Advisors | 354.00 | $18k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 300.00 | $15k | 100% | Sep 2024 |
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Geneos Wealth Management | 225.00 | $11k | 0% | Jun 2024 |
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Beacon Capital Management | 203.00 | $11k | 0% | Sep 2024 |
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Glen Eagle Advisors | 202.00 | $10k | 0% | Sep 2024 |
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Aptus Capital Advisors | 192.00 | $9.9k | 0% | Sep 2024 |
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Nbc Securities | 169.00 | $8.0k | 100% | Sep 2024 |
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Goss Wealth Management | 160.00 | $7.5k | 0% | Jun 2024 |
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Main Street Group | 110.00 | $5.7k | 0% | Sep 2024 |
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Tower Research Capital | 64.00 | $3.0k | 100% | Jun 2024 |
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Smartleaf Asset Management | 53.00 | $2.7k | 0% | Sep 2024 |
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Us Bancorp | 46.00 | $2.4k | 100% | Sep 2024 |
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Covestor | 46.00 | $2.0k | -13% | Sep 2024 |
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Continuum Advisory | 31.00 | $1.7k | 100% | Sep 2024 |
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Wells Fargo & Company | 2.00 | $82.000000 | 100% | Sep 2024 |
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Who sold out of Wisdomtree Us Smallcap Dividen mf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Jun 2024 | 64k | $3.0M |
My Legacy Advisors | Jun 2024 | 16k | $743k |
9258 Wealth Management | Jun 2024 | 6.4k | $302k |
Kestra Private Wealth Services | Jun 2024 | 5.7k | $267k |
Treasure Coast Financial Planning | Mar 2024 | 4.1k | $203k |
Coastal Investment Advisors | Jun 2024 | 914.00 | $43k |
ORG Partners | Jun 2024 | 175.00 | $8.2k |
Front Row Advisors | Jun 2024 | 121.00 | $5.7k |
International Assets Investment Management | Jun 2024 | 20.00 | $942.000000 |