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 | 535k | $27M | 2% | Mar 2024 |
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| Hennion & Walsh Asset Management | 467k | $23M | 13% | Mar 2024 |
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| Morgan Stanley | 411k | $20M | 64% | Mar 2024 |
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| UBS Group | 285k | $14M | 0% | Mar 2024 |
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| LPL Financial | 278k | $14M | -10% | Mar 2024 |
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| Venturi Wealth Management | 230k | $11M | 3% | Mar 2024 |
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| Linscomb & Williams | 147k | $7.0M | -6% | Dec 2023 |
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| Raymond James & Associates | 143k | $7.1M | -2% | Mar 2024 |
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| Team Financial Group | 138k | $6.8M | -13% | Mar 2024 |
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| Commonwealth Equity Services | 129k | $6.4M | -16% | Mar 2024 |
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| Lvm Capital Management | 125k | $6.2M | 14% | Mar 2024 |
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| Bank of America Corporation | 110k | $5.4M | -4% | Mar 2024 |
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| Founders Financial Alliance | 95k | $4.7M | 100% | Mar 2024 |
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| XML Financial | 82k | $4.1M | -7% | Mar 2024 |
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| Royal Bank of Canada | 77k | $3.8M | 214% | Mar 2024 |
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| CWM | 69k | $3.4M | 7% | Mar 2024 |
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| Envestnet Asset Management | 50k | $2.5M | 13% | Mar 2024 |
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| Boston Financial Mangement | 45k | $2.2M | -3% | Mar 2024 |
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| United Advisor Group | 39k | $1.9M | 100% | Mar 2024 |
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| Klr Investment Advisors | 35k | $1.7M | 3% | Mar 2024 |
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| Advisor Group Holdings | 32k | $1.6M | -73% | Mar 2024 |
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| Joseph Group Capital Management | 31k | $1.5M | 3% | Mar 2024 |
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| Precedent Wealth Partners | 30k | $1.5M | 2% | Mar 2024 |
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| Camden Capital | 29k | $1.4M | -20% | Dec 2023 |
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| Jpmorgan Chase & Co | 21k | $1.1M | 58% | Mar 2024 |
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| Collaborative Wealth Managment | 21k | $1.0M | -21% | Mar 2024 |
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| Hanson McClain Advisors | 21k | $1.0M | 0% | Mar 2024 |
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| Private Advisor | 19k | $962k | 33% | Mar 2024 |
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| Raymond James Financial Services Advisors | 19k | $944k | -40% | Mar 2024 |
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| J O Hambro Investment Management | 19k | $960k | 4% | Mar 2024 |
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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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| Princeton Global Asset Management | 17k | $839k | 45% | Mar 2024 |
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| Creative Planning | 17k | $823k | -2% | Mar 2024 |
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| Harbor Investment Advisory | 16k | $815k | -23% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 14k | $709k | -6% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 11k | $526k | -15% | Mar 2024 |
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| Golden State Equity Partners | 10k | $486k | 5% | Dec 2023 |
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| Brooks, Moore & Associates | 9.4k | $469k | 63% | Mar 2024 |
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| Capital Management Corporation | 9.0k | $447k | 0% | Mar 2024 |
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| Advisor Resource Council | 8.8k | $417k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 7.1k | $352k | -15% | Mar 2024 |
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| Asset Dedication | 6.4k | $319k | -2% | Mar 2024 |
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| 9258 Wealth Management | 6.4k | $318k | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 6.1k | $302k | 10% | Mar 2024 |
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| Kestra Private Wealth Services | 5.9k | $293k | 100% | Mar 2024 |
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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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| Chicago Partners Investment | 5.3k | $252k | -2% | Mar 2024 |
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| Redmond Asset Management | 5.0k | $250k | -2% | Mar 2024 |
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| Colonial River Wealth Management | 5.0k | $250k | -63% | Mar 2024 |
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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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| Saxon Interests | 4.7k | $234k | 0% | Mar 2024 |
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| Creative Financial Designs | 4.3k | $214k | 75% | Mar 2024 |
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| H D Vest Advisory Services | 4.2k | $210k | 100% | Mar 2024 |
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| Treasure Coast Financial Planning | 4.1k | $203k | -14% | Mar 2024 |
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| Stifel Financial | 4.0k | $200k | -11% | Mar 2024 |
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| Global Retirement Partners | 3.1k | $152k | 0% | Mar 2024 |
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| FinTrust Capital Advisors | 2.8k | $138k | 43% | Mar 2024 |
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| Capital Advisors | 2.6k | $129k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.6k | $127k | 0% | Mar 2024 |
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| Sunbelt Securities | 2.1k | $102k | 1% | Mar 2024 |
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| William Blair $ Company | 1.5k | $73k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.3k | $66k | -44% | Mar 2024 |
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| Coastal Investment Advisors | 1.3k | $64k | 100% | Mar 2024 |
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| Ancora Advisors | 1.1k | $54k | 0% | Mar 2024 |
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| S.A. Mason | 975.00 | $48k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 944.00 | $47k | 100% | Mar 2024 |
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| FMR | 881.00 | $44k | 14% | Mar 2024 |
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| Huntington National Bank | 878.00 | $44k | -53% | Mar 2024 |
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| Pnc Financial Services | 732.00 | $36k | 0% | Mar 2024 |
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| IAG Wealth Partners | 658.00 | $33k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 649.00 | $32k | -76% | Mar 2024 |
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| Parallel Advisors | 627.00 | $31k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 591.00 | $29k | 0% | Mar 2024 |
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| Geneos Wealth Management | 225.00 | $11k | 0% | Mar 2024 |
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| Beacon Capital Management | 203.00 | $10k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 192.00 | $9.5k | 0% | Mar 2024 |
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| Impact Partnership Wealth | 166.00 | $8.2k | 0% | Mar 2024 |
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| Goss Wealth Management | 160.00 | $7.9k | -2% | Mar 2024 |
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| Main Street Group | 159.00 | $7.6k | 100% | Dec 2023 |
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| Front Row Advisors | 121.00 | $6.0k | 100% | Mar 2024 |
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| Covestor | 54.00 | $3.0k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 53.00 | $2.5k | 0% | Mar 2024 |
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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 |
| Citadel Advisors | Dec 2023 | 19k | $904k |
| Susquehanna International | Sep 2023 | 18k | $731k |
| Two Sigma Investments | Dec 2023 | 9.3k | $441k |
| ORG Partners | Dec 2023 | 3.0k | $144k |
| Advisory Services Network | Dec 2023 | 155.00 | $7.3k |