Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.43K+ 26.38% |
$72K - $81K
|
6.85K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 2.14% |
$69K - $77.6K
|
65.4K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 22.57% |
$54.4K - $61.1K
|
5.87K
$274K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
788New |
$39.7K - $44.6K
|
788
$36.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
678New |
$34.1K - $38.4K
|
678
$31.7K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
618+ 22.55% |
$31.1K - $35K
|
3.36K
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
501New |
$25.2K - $28.4K
|
501
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
383+ 0.39% |
$19.3K - $21.7K
|
98.4K
$4.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
383+ 0.79% |
$19.3K - $21.7K
|
48.9K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
353+ 6.72% |
$17.8K - $20K
|
5.6K
$262K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350+ 5.91% |
$17.6K - $19.8K
|
6.28K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 39.55% |
$17.6K - $19.8K
|
1.24K
$57.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
346+ 7.96% |
$17.4K - $19.6K
|
4.7K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$15.1K - $17K
|
300
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
261New |
$13.1K - $14.8K
|
261
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208+ 0.65% |
$10.5K - $11.8K
|
32.3K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
191+ 94.55% |
$9.61K - $10.8K
|
393
$18.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
164+ 3.28% |
$8.26K - $9.28K
|
5.16K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.95% |
$7.6K - $8.55K
|
16K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
149+ 0.75% |
$7.5K - $8.43K
|
19.9K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
143New |
$7.2K - $8.1K
|
143
$6.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 33.33% |
$5.03K - $5.66K
|
400
$18.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.57% |
$1.76K - $1.98K
|
6.23K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.54% |
$755 - $849
|
990
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 19.57% |
$453 - $509
|
55
$2.57K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$352 - $396
|
16K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $170
|
4.24K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$50.3 - $56.6
|
1
$46.8
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.04% |
$50.3 - $56.6
|
2.84K
$133K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 1.03% |
$2.77K - $3.11K
|
5.28K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-60- 0.32% |
$3.02K - $3.4K
|
18.8K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 44.44% |
$5.03K - $5.66K
|
125
$5.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203- 4.18% |
$10.2K - $11.5K
|
4.65K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-279- 4.12% |
$14K - $15.8K
|
6.49K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 1.64% |
$20.8K - $23.4K
|
24.7K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-668- 2.14% |
$33.6K - $37.8K
|
30.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-669- 4.06% |
$33.7K - $37.9K
|
15.8K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-797- 3.3% |
$40.1K - $45.1K
|
23.3K
$1.09M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-874- 14.25% |
$44K - $49.5K
|
5.26K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1K- 25.0% |
$50.3K - $56.6K
|
3K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 8.13% |
$64.5K - $72.6K
|
14.5K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.4K- 5.48% |
$70.2K - $79K
|
24.1K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.03K- 18.01% |
$102K - $115K
|
9.23K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$116K - $131K
|
83K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 35.41% |
$117K - $132K
|
4.24K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.76K- 36.87% |
$139K - $156K
|
4.73K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 18.55% |
$211K - $237K
|
18.4K
$860K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.2K- 3.06% |
$212K - $238K
|
133K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 21.34% |
$257K - $289K
|
18.8K
$879K
|