Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US SMALL CAP QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.45% |
$325 - $360
|
1.54K
$73.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-32- 0.46% |
$1.48K - $1.65K
|
6.86K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 1.01% |
$3.48K - $3.86K
|
7.38K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-83- 1.63% |
$3.85K - $4.27K
|
5K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-118- 1.51% |
$5.48K - $6.08K
|
7.7K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-126- 1.7% |
$5.85K - $6.49K
|
7.28K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-142- 4.9% |
$6.59K - $7.31K
|
2.75K
$132K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-252- 1.25% |
$11.7K - $13K
|
19.9K
$956K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-271- 1.3% |
$12.6K - $14K
|
20.5K
$987K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-342- 17.48% |
$15.9K - $17.6K
|
1.62K
$77.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-413- 3.14% |
$19.2K - $21.3K
|
12.7K
$611K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-516- 9.67% |
$23.9K - $26.6K
|
4.82K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-530- 1.11% |
$24.6K - $27.3K
|
47.1K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-531- 4.51% |
$24.6K - $27.3K
|
11.3K
$541K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-670- 1.19% |
$31.1K - $34.5K
|
55.6K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-675- 3.61% |
$31.3K - $34.8K
|
18K
$866K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-693- 7.13% |
$32.2K - $35.7K
|
9.02K
$434K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-697- 3.55% |
$32.3K - $35.9K
|
18.9K
$910K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-782- 77.2% |
$36.3K - $40.3K
|
231
$11.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.06K- 1.13% |
$49.1K - $54.5K
|
92.4K
$4.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 6.55% |
$49.3K - $54.7K
|
15.2K
$729K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17K- 8.22% |
$54.1K - $60.1K
|
13K
$626K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.35K- 6.45% |
$62.6K - $69.5K
|
19.6K
$940K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.47K- 12.09% |
$68K - $75.4K
|
10.7K
$512K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.66K- 1.19% |
$77K - $85.5K
|
138K
$6.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 8.95% |
$78.5K - $87.1K
|
17.2K
$827K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 27.9% |
$82.3K - $91.3K
|
4.59K
$220K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.84K- 13.59% |
$85.4K - $94.8K
|
11.7K
$562K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 25.55% |
$94.3K - $105K
|
5.92K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 13.68% |
$103K - $115K
|
14.1K
$676K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 16.01% |
$104K - $115K
|
11.7K
$562K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 2.11% |
$109K - $121K
|
109K
$5.26M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.46K- 39.12% |
$114K - $126K
|
3.82K
$184K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.33K- 7.19% |
$155K - $172K
|
43K
$2.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-3.44K- 35.65% |
$159K - $177K
|
6.2K
$298K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-3.91K- 4.59% |
$181K - $201K
|
81.3K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.31K- 1.01% |
$200K - $222K
|
423K
$20.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.77K- 5.91% |
$268K - $297K
|
91.9K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.31K- 5.83% |
$339K - $376K
|
118K
$5.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.29K- 22.69% |
$431K - $478K
|
31.7K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 4.05% |
$493K - $547K
|
252K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.1K- 2.85% |
$515K - $571K
|
378K
$18.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.4K- 46.03% |
$528K - $585K
|
13.3K
$641K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 26.01% |
$616K - $684K
|
37.8K
$1.82M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.6K- 57.78% |
$630K - $699K
|
9.92K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-14.9K- 36.17% |
$691K - $767K
|
26.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 70.89% |
$902K - $1M
|
7.98K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.8K- 43.03% |
$2.08M - $2.31M
|
59.3K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.5K- 12.16% |
$3.55M - $3.94M
|
553K
$26.6M
|
|