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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.59KNew |
$172K - $181K
|
3.59K
$172K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
29.6K+ 1136.96% |
$1.42M - $1.5M
|
32.2K
$1.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.04K+ 2.71% |
$98K - $103K
|
77.1K
$3.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.53K- 11.0% |
$314K - $330K
|
52.8K
$2.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.26K- 9.89% |
$60.3K - $63.5K
|
11.4K
$550K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.31K- 6.69% |
$62.9K - $66.2K
|
18.3K
$877K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7.9K+ 3.13% |
$380K - $399K
|
261K
$12.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$4.81K - $5.06K
|
100
$4.81K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
51+ 0.6% |
$2.45K - $2.58K
|
8.55K
$411K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-621- 5.31% |
$29.8K - $31.4K
|
11.1K
$533K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-232- 0.17% |
$11.1K - $11.7K
|
137K
$6.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 7.7% |
$56.1K - $59.1K
|
14K
$673K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 13.39% |
$58.1K - $61.1K
|
7.81K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.18K- 6.87% |
$56.8K - $59.8K
|
16K
$770K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-6.3K- 7.75% |
$303K - $319K
|
75K
$3.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.71% |
$9.61K - $10.1K
|
11.5K
$553K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
934+ 21.88% |
$44.9K - $47.2K
|
5.2K
$250K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-13.6K- 57.78% |
$630K - $699K
|
9.92K
$477K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-697- 3.55% |
$32.3K - $35.9K
|
18.9K
$910K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
638+ 8.5% |
$29.6K - $32.9K
|
8.15K
$392K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23+ 0.73% |
$1.07K - $1.18K
|
3.19K
$153K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 26.01% |
$616K - $684K
|
37.8K
$1.82M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.46K- 39.12% |
$114K - $126K
|
3.82K
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.6KNew |
$630K - $699K
|
13.6K
$653K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-413- 3.14% |
$19.2K - $21.3K
|
12.7K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 70.89% |
$902K - $1M
|
7.98K
$383K
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 4.05% |
$493K - $547K
|
252K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.9KNew |
$689K - $765K
|
14.9K
$714K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.42KNew |
$298K - $331K
|
6.42K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-675- 3.61% |
$31.3K - $34.8K
|
18K
$866K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 17.58% |
$67K - $74.4K
|
9.66K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.1K- 2.85% |
$515K - $571K
|
378K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.31K- 1.01% |
$200K - $222K
|
423K
$20.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$544K - $604K
|
11.7K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.94K+ 1.69% |
$322K - $358K
|
417K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.51% |
$92.8 - $103
|
398
$19.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.45% |
$325 - $360
|
1.54K
$73.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 13.68% |
$103K - $115K
|
14.1K
$676K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8KNew |
$1.38M - $1.54M
|
29.8K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 27.9% |
$82.3K - $91.3K
|
4.59K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.24K+ 52.69% |
$382K - $424K
|
23.9K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
87+ 1.82% |
$4.04K - $4.48K
|
4.87K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.04K+ 2195.65% |
$187K - $208K
|
4.22K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.91K+ 3.2% |
$135K - $150K
|
93.6K
$4.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.19K+ 2.6% |
$55K - $61.1K
|
46.8K
$2.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6- 0.13% |
$278 - $309
|
4.61K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 25.55% |
$94.3K - $105K
|
5.92K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
199New |
$9.23K - $10.2K
|
199
$9.56K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-342- 17.48% |
$15.9K - $17.6K
|
1.62K
$77.6K
|
|