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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 22.57% |
$54.4K - $61.1K
|
5.87K
$281K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
788New |
$39.7K - $44.6K
|
788
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
678New |
$34.1K - $38.4K
|
678
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
618+ 22.55% |
$31.1K - $35K
|
3.36K
$161K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
501New |
$25.2K - $28.4K
|
501
$24K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
383+ 0.39% |
$19.3K - $21.7K
|
98.4K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
383+ 0.79% |
$19.3K - $21.7K
|
48.9K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
353+ 6.72% |
$17.8K - $20K
|
5.6K
$268K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350+ 5.91% |
$17.6K - $19.8K
|
6.28K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 39.55% |
$17.6K - $19.8K
|
1.24K
$59.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
346+ 7.96% |
$17.4K - $19.6K
|
4.7K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$15.1K - $17K
|
300
$14.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
261New |
$13.1K - $14.8K
|
261
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208+ 0.65% |
$10.5K - $11.8K
|
32.3K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
191+ 94.55% |
$9.61K - $10.8K
|
393
$18.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.95% |
$7.6K - $8.55K
|
16K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
149+ 0.75% |
$7.5K - $8.43K
|
19.9K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
143New |
$7.2K - $8.1K
|
143
$6.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 33.33% |
$5.03K - $5.66K
|
400
$19.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.57% |
$1.76K - $1.98K
|
6.23K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.54% |
$755 - $849
|
990
$47.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 19.57% |
$453 - $509
|
55
$2.63K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$352 - $396
|
16K
$764K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $170
|
4.24K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 24.23% |
$1.42M - $1.61M
|
158K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27.2KNew |
$1.26M - $1.43M
|
27.2K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 13.14% |
$1.12M - $1.28M
|
210K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9K+ 39.88% |
$226K - $257K
|
17.2K
$822K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.13KNew |
$190K - $216K
|
4.13K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.08KNew |
$188K - $214K
|
4.08K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4K+ 272.11% |
$185K - $210K
|
5.47K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$138K - $157K
|
3K
$144K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 68.7% |
$88.4K - $100K
|
4.71K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
947New |
$43.7K - $49.6K
|
947
$45.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
826+ 19.79% |
$38.1K - $43.3K
|
5K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
169New |
$7.8K - $8.85K
|
169
$8.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.12K - $2.41K
|
46
$2.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$1.43K - $1.62K
|
31
$1.48K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.2K+ 2.84% |
$702K - $750K
|
550K
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3KNew |
$153K - $163K
|
3.3K
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$2.96K - $3.16K
|
64
$3.06K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$925 - $988
|
20
$957
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$284K - $314K
|
6.33K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.25KNew |
$191K - $211K
|
4.25K
$204K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 7.62% |
$54K - $59.7K
|
17K
$812K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 3.42% |
$52.5K - $58K
|
35.3K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
121New |
$5.43K - $6.01K
|
121
$5.79K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.41% |
$225 - $248
|
359
$17.2K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$683K - $853K
|
17.7K
$848K
|
|