Latest Institutional Purchases of Wisdomtree Tr Us Small Cap Qua (DGRS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Small Cap Qua (DGRS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
35.3K+ 315.03% |
$1.64M - $1.82M
|
46.6K
$2.24M
|
|
|
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
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.9KNew |
$689K - $765K
|
14.9K
$714K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 15.6% |
$657K - $729K
|
105K
$5.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1K+ 71.94% |
$653K - $724K
|
33.6K
$1.62M
|
|
|
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
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$544K - $604K
|
11.7K
$564K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10.6K+ 16.35% |
$490K - $544K
|
75.1K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.57K+ 60.68% |
$398K - $441K
|
22.7K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.24K+ 52.69% |
$382K - $424K
|
23.9K
$1.15M
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.42KNew |
$298K - $331K
|
6.42K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.28KNew |
$291K - $323K
|
6.28K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.17K+ 6.61% |
$240K - $266K
|
83.3K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.15KNew |
$239K - $265K
|
5.15K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.27KNew |
$198K - $220K
|
4.27K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.21KNew |
$195K - $217K
|
4.21K
$202K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.75K+ 0.7% |
$81.1K - $90K
|
253K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.45K+ 17.58% |
$67K - $74.4K
|
9.66K
$464K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.26KNew |
$58.5K - $64.9K
|
1.26K
$60.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.19K+ 2.6% |
$55K - $61.1K
|
46.8K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 24.24% |
$54.3K - $60.3K
|
6K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.06K+ 17.12% |
$49K - $54.4K
|
7.23K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
758+ 0.98% |
$35.2K - $39K
|
78.5K
$3.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
731+ 4.23% |
$33.9K - $37.6K
|
18K
$867K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
638+ 8.5% |
$29.6K - $32.9K
|
8.15K
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
627+ 5.21% |
$29.1K - $32.3K
|
12.7K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
607+ 2.09% |
$28.2K - $31.3K
|
29.7K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
485+ 3.97% |
$22.5K - $25K
|
12.7K
$610K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
461+ 9.71% |
$21.4K - $23.7K
|
5.21K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
225+ 0.81% |
$10.4K - $11.6K
|
27.9K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
199New |
$9.23K - $10.2K
|
199
$9.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
148New |
$6.87K - $7.62K
|
148
$7.11K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
87+ 1.82% |
$4.04K - $4.48K
|
4.87K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
60+ 0.71% |
$2.78K - $3.09K
|
8.5K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41+ 1.87% |
$1.9K - $2.11K
|
2.24K
$107K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
36+ 0.91% |
$1.67K - $1.85K
|
3.98K
$191K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23+ 0.73% |
$1.07K - $1.18K
|
3.19K
$153K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
21New |
$974 - $1.08K
|
21
$1.01K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.37% |
$835 - $927
|
4.92K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15+ 1.46% |
$696 - $772
|
1.04K
$50K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$418 - $463
|
3.05K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.51% |
$92.8 - $103
|
398
$19.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.14% |
$92.8 - $103
|
1.39K
$66.9K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.24K+ 9.48% |
$335K - $389K
|
95.1K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.52K+ 9.73% |
$61.9K - $71.9K
|
17.2K
$825K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$40.7K - $47.4K
|
1K
$48.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
745+ 8.83% |
$30.3K - $35.2K
|
9.18K
$441K
|
|