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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
480KNew |
$24.2M - $27.2M
|
480K
$23M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
317KNew |
$16M - $18M
|
317K
$15.2M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
184KNew |
$9.27M - $10.4M
|
184K
$8.81M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
183K+ 155.92% |
$9.21M - $10.4M
|
300K
$14.4M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
141KNew |
$7.1M - $7.98M
|
141K
$6.75M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
109KNew |
$5.47M - $6.15M
|
109K
$5.2M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.3K+ 15.19% |
$3.84M - $4.32M
|
579K
$27.7M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
69K+ 16.75% |
$3.47M - $3.9M
|
481K
$23M
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48.5KNew |
$2.44M - $2.75M
|
48.5K
$2.32M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$1.75M - $1.97M
|
34.8K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4K+ 171.99% |
$1.63M - $1.83M
|
51.2K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
30.3K+ 75.9% |
$1.53M - $1.72M
|
70.3K
$3.36M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24.9KNew |
$1.25M - $1.41M
|
24.9K
$1.19M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
15.8KNew |
$795K - $894K
|
15.8K
$756K
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
15.1K+ 83.86% |
$761K - $856K
|
33.2K
$1.59M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 40.43% |
$711K - $799K
|
49.1K
$2.35M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3K+ 245.29% |
$669K - $753K
|
18.7K
$896K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 5.26% |
$666K - $749K
|
264K
$12.7M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 18.01% |
$636K - $715K
|
82.8K
$3.96M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 13.53% |
$634K - $713K
|
106K
$5.06M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$575K - $647K
|
11.4K
$547K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3KNew |
$567K - $638K
|
11.3K
$539K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4KNew |
$524K - $589K
|
10.4K
$498K
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
9.05KNew |
$456K - $513K
|
9.05K
$433K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.69K+ 1.78% |
$438K - $492K
|
496K
$23.7M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.36KNew |
$421K - $473K
|
8.36K
$400K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
7.3K+ 5.72% |
$368K - $413K
|
135K
$6.46M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6.79KNew |
$342K - $384K
|
6.79K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.57K+ 7.39% |
$331K - $372K
|
95.5K
$4.57M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.81K+ 95.58% |
$293K - $329K
|
11.9K
$569K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.72K+ 38.26% |
$288K - $324K
|
20.7K
$988K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$264K - $297K
|
5.24K
$251K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1KNew |
$257K - $289K
|
5.1K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.69KNew |
$236K - $265K
|
4.69K
$224K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.45KNew |
$224K - $252K
|
4.45K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
4.44K+ 1.39% |
$223K - $251K
|
325K
$15.5M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$204K - $229K
|
4.05K
$194K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04KNew |
$203K - $229K
|
4.04K
$193K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.02KNew |
$203K - $228K
|
4.02K
$193K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.98K+ 19.01% |
$200K - $225K
|
24.9K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 66.25% |
$174K - $195K
|
8.65K
$414K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 21.97% |
$148K - $167K
|
16.3K
$782K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.12KNew |
$107K - $120K
|
2.12K
$101K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.91K+ 5.2% |
$96.1K - $108K
|
38.6K
$1.85M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.7K+ 2.74% |
$85.5K - $96.1K
|
63.6K
$3.05M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62K+ 13.81% |
$81.4K - $91.5K
|
13.3K
$638K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 7.39% |
$74.9K - $84.2K
|
21.6K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.45K+ 6.92% |
$73.1K - $82.3K
|
22.5K
$1.07M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.43K+ 26.38% |
$72K - $81K
|
6.85K
$328K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 2.14% |
$69K - $77.6K
|
65.4K
$3.13M
|