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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
788New |
$39.7K - $44.6K
|
788
$36.9K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$1.43K - $1.62K
|
31
$1.45K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 51.88% |
$3.83K - $4.35K
|
77
$3.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4K+ 272.11% |
$185K - $210K
|
5.47K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-658- 50.34% |
$30.4K - $34.5K
|
649
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.08KNew |
$188K - $214K
|
4.08K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 58.29% |
$47.2K - $53.6K
|
732
$34.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-272- 5.91% |
$12.5K - $14.2K
|
4.33K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-222- 4.87% |
$10.2K - $11.6K
|
4.33K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
826+ 19.79% |
$38.1K - $43.3K
|
5K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9K+ 39.88% |
$226K - $257K
|
17.2K
$804K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$138K - $157K
|
3K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
947New |
$43.7K - $49.6K
|
947
$44.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.12K - $2.41K
|
46
$2.15K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.86K- 12.57% |
$85.9K - $97.6K
|
13K
$607K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 24.23% |
$1.42M - $1.61M
|
158K
$7.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 13.14% |
$1.12M - $1.28M
|
210K
$9.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-415- 2.43% |
$19.1K - $21.7K
|
16.7K
$782K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 0.46% |
$646 - $733
|
3.04K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
169New |
$7.8K - $8.85K
|
169
$7.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27.2KNew |
$1.26M - $1.43M
|
27.2K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 68.7% |
$88.4K - $100K
|
4.71K
$220K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.13KNew |
$190K - $216K
|
4.13K
$193K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3KNew |
$153K - $163K
|
3.3K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$2.96K - $3.16K
|
64
$3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 4.1% |
$11.2K - $12K
|
5.67K
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 31.25% |
$2.31K - $2.47K
|
110
$5.15K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.2K+ 2.84% |
$702K - $750K
|
550K
$25.8M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$925 - $988
|
20
$936
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-371- 28.87% |
$17.2K - $18.3K
|
914
$42.8K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.41% |
$225 - $248
|
359
$16.8K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 7.62% |
$54K - $59.7K
|
17K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.25KNew |
$191K - $211K
|
4.25K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 40.27% |
$254K - $280K
|
8.38K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$284K - $314K
|
6.33K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
121New |
$5.43K - $6.01K
|
121
$5.67K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-995- 53.12% |
$44.7K - $49.4K
|
878
$41.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 3.42% |
$52.5K - $58K
|
35.3K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 1.53% |
$4.49K - $4.96K
|
6.42K
$301K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
591New |
$22.8K - $28.4K
|
591
$27.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$683K - $853K
|
17.7K
$830K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$2.04K - $2.55K
|
53
$2.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$5.97K - $7.46K
|
155
$7.26K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 47.37% |
$93.5K - $103K
|
2.56K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.3K+ 134.15% |
$543K - $600K
|
23.3K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
940+ 6.23% |
$38.2K - $42.2K
|
16K
$750K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83+ 3.99% |
$3.38K - $3.73K
|
2.16K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$6.75K - $7.46K
|
166
$7.77K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$411K - $451K
|
10.6K
$495K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12- 1.74% |
$467 - $512
|
677
$31.7K
|
|