Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q4 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US SMALL CAP QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
934+ 21.88% |
$44.9K - $47.2K
|
5.2K
$250K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$4.81K - $5.06K
|
100
$4.81K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
51+ 0.6% |
$2.45K - $2.58K
|
8.55K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.71% |
$9.61K - $10.1K
|
11.5K
$553K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-232- 0.17% |
$11.1K - $11.7K
|
137K
$6.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-621- 5.31% |
$29.8K - $31.4K
|
11.1K
$533K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.17K- 7.7% |
$56.1K - $59.1K
|
14K
$673K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.18K- 6.87% |
$56.8K - $59.8K
|
16K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.21K- 13.39% |
$58.1K - $61.1K
|
7.81K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-6.3K- 7.75% |
$303K - $319K
|
75K
$3.6M
|
|