Latest Institutional Transactions on Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Us Small Cap Qua (DGRS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-874- 14.25% |
$44K - $49.5K
|
5.26K
$246K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$795K - $894K
|
15.8K
$739K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 18.01% |
$636K - $715K
|
82.8K
$3.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.98K+ 19.01% |
$200K - $225K
|
24.9K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350+ 5.91% |
$17.6K - $19.8K
|
6.28K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.57K+ 7.39% |
$331K - $372K
|
95.5K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.02KNew |
$203K - $228K
|
4.02K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
15.1K+ 83.86% |
$761K - $856K
|
33.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 155.92% |
$9.21M - $10.4M
|
300K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 33.33% |
$5.03K - $5.66K
|
400
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4K+ 171.99% |
$1.63M - $1.83M
|
51.2K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 18.55% |
$211K - $237K
|
18.4K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.72K+ 38.26% |
$288K - $324K
|
20.7K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 2.14% |
$69K - $77.6K
|
65.4K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.44K+ 1.39% |
$223K - $251K
|
325K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480KNew |
$24.2M - $27.2M
|
480K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 21.34% |
$257K - $289K
|
18.8K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
191+ 94.55% |
$9.61K - $10.8K
|
393
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$264K - $297K
|
5.24K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69KNew |
$236K - $265K
|
4.69K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.36KNew |
$421K - $473K
|
8.36K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69K+ 16.75% |
$3.47M - $3.9M
|
481K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24.9KNew |
$1.25M - $1.41M
|
24.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$204K - $229K
|
4.05K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-669- 4.06% |
$33.7K - $37.9K
|
15.8K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
678New |
$34.1K - $38.4K
|
678
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 19.57% |
$453 - $509
|
55
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-279- 4.12% |
$14K - $15.8K
|
6.49K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
143New |
$7.2K - $8.1K
|
143
$6.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$15.1K - $17K
|
300
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 21.97% |
$148K - $167K
|
16.3K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
346+ 7.96% |
$17.4K - $19.6K
|
4.7K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$50.3 - $56.6
|
1
$46.8
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
618+ 22.55% |
$31.1K - $35K
|
3.36K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.91K+ 5.2% |
$96.1K - $108K
|
38.6K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.1K- 46.97% |
$962K - $1.08M
|
21.6K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62K+ 13.81% |
$81.4K - $91.5K
|
13.3K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-668- 2.14% |
$33.6K - $37.8K
|
30.5K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 35.41% |
$117K - $132K
|
4.24K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4KNew |
$524K - $589K
|
10.4K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.3K+ 15.19% |
$3.84M - $4.32M
|
579K
$27.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3K+ 245.29% |
$669K - $753K
|
18.7K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
353+ 6.72% |
$17.8K - $20K
|
5.6K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.04% |
$50.3 - $56.6
|
2.84K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 8.13% |
$64.5K - $72.6K
|
14.5K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 66.25% |
$174K - $195K
|
8.65K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 13.53% |
$634K - $713K
|
106K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 1.64% |
$20.8K - $23.4K
|
24.7K
$1.16M
|