Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-869K- 98.05% |
$43.8M - $49.2M
|
17.3K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-43.4K- 44.01% |
$2.19M - $2.46M
|
55.2K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-25.6K- 68.71% |
$1.29M - $1.45M
|
11.7K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.1K- 46.97% |
$962K - $1.08M
|
21.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.1K- 21.34% |
$257K - $289K
|
18.8K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.2K- 3.06% |
$212K - $238K
|
133K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 18.55% |
$211K - $237K
|
18.4K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.76K- 36.87% |
$139K - $156K
|
4.73K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 35.41% |
$117K - $132K
|
4.24K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$116K - $131K
|
83K
$3.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.03K- 18.01% |
$102K - $115K
|
9.23K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.4K- 5.48% |
$70.2K - $79K
|
24.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 8.13% |
$64.5K - $72.6K
|
14.5K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1K- 25.0% |
$50.3K - $56.6K
|
3K
$144K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-874- 14.25% |
$44K - $49.5K
|
5.26K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-797- 3.3% |
$40.1K - $45.1K
|
23.3K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-669- 4.06% |
$33.7K - $37.9K
|
15.8K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-668- 2.14% |
$33.6K - $37.8K
|
30.5K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 1.64% |
$20.8K - $23.4K
|
24.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-279- 4.12% |
$14K - $15.8K
|
6.49K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203- 4.18% |
$10.2K - $11.5K
|
4.65K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 44.44% |
$5.03K - $5.66K
|
125
$5.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-60- 0.32% |
$3.02K - $3.4K
|
18.8K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 1.03% |
$2.77K - $3.11K
|
5.28K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$50.3 - $56.6
|
1
$47.9
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.04% |
$50.3 - $56.6
|
2.84K
$136K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.86K- 12.57% |
$85.9K - $97.6K
|
13K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 58.29% |
$47.2K - $53.6K
|
732
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-658- 50.34% |
$30.4K - $34.5K
|
649
$31.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-415- 2.43% |
$19.1K - $21.7K
|
16.7K
$799K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-272- 5.91% |
$12.5K - $14.2K
|
4.33K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-222- 4.87% |
$10.2K - $11.6K
|
4.33K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 51.88% |
$3.83K - $4.35K
|
77
$3.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 0.46% |
$646 - $733
|
3.04K
$145K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-371- 28.87% |
$17.2K - $18.3K
|
914
$43.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 4.1% |
$11.2K - $12K
|
5.67K
$271K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 31.25% |
$2.31K - $2.47K
|
110
$5.26K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 40.27% |
$254K - $280K
|
8.38K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-995- 53.12% |
$44.7K - $49.4K
|
878
$42K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 1.53% |
$4.49K - $4.96K
|
6.42K
$307K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 47.37% |
$93.5K - $103K
|
2.56K
$122K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12- 1.74% |
$467 - $512
|
677
$32.4K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.21K- 24.35% |
$88.2K - $103K
|
6.86K
$328K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 49.37% |
$28.1K - $32.9K
|
722
$34.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-398- 82.4% |
$15.9K - $18.6K
|
85
$4.07K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.16K- 18.64% |
$42.8K - $50.1K
|
5.08K
$243K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-514- 8.34% |
$18.9K - $22.1K
|
5.65K
$270K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6KClosed |
$447K - $526K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.78KClosed |
$376K - $442K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.63KClosed |
$178K - $209K
|
0
$0
|
|