Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Us Small Cap Qua (DGRS)

DGRS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q1 2022. 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
Apr 29, 2022 Q1 2022
Private Wealth Strategies, L.L.C.

BUY
 -
225K
+ 95.24%
$9.75M - $10.9M
461K $23.3M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
70.6K
+ 31.11%
$3.06M - $3.41M
297K $15.1M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
37.9K
+ 31.75%
$1.64M - $1.83M
157K $7.96M
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
19.1K
+ 8.91%
$827K - $921K
233K $11.8M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
15.5K
New
$674K - $750K
15.5K $786K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
14.5K
+ 3.58%
$631K - $702K
421K $21.3M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.6K
New
$505K - $562K
11.6K $589K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.94K
+ 8.42%
$388K - $432K
115K $5.83M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
6.13K
+ 3.76%
$266K - $296K
169K $8.57M
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
5.56K
New
$241K - $269K
5.56K $281K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.16K
+ 2.77%
$181K - $201K
154K $7.81M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
2.43K
New
$105K - $117K
2.43K $123K
Apr 13, 2022 Q1 2022
Lvm Capital Management LTD

BUY
 -
2.18K
+ 5.32%
$94.4K - $105K
43.1K $2.18M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.65K
+ 9.48%
$71.7K - $79.8K
19.1K $966K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.41K
+ 1657.65%
$61.1K - $68K
1.49K $75.6K
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.3K
+ 20.22%
$56.3K - $62.7K
7.72K $391K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
1.2K
+ 7.76%
$51.9K - $57.8K
16.6K $842K
Apr 26, 2022 Q1 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
1.06K
+ 24.03%
$46K - $51.2K
5.47K $277K
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
966
+ 1.92%
$41.9K - $46.6K
51.3K $2.6M
May 13, 2022 Q1 2022
Rmr Wealth Builders

BUY
 -
861
+ 15.59%
$37.4K - $41.6K
6.39K $323K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
653
+ 32.23%
$28.3K - $31.5K
2.68K $136K
Apr 18, 2022 Q1 2022
Cadence Bank Na

BUY
 -
585
+ 8.46%
$25.4K - $28.2K
7.5K $379K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
548
+ 31.49%
$23.8K - $26.5K
2.29K $116K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
400
+ 400.0%
$17.4K - $19.3K
500 $25.3K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
334
+ 6.93%
$14.5K - $16.1K
5.15K $261K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
236
+ 5.4%
$10.2K - $11.4K
4.61K $233K
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
203
New
$8.81K - $9.8K
203 $10.3K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
176
New
$7.64K - $8.5K
176 $8.91K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
130
+ 43.77%
$5.64K - $6.28K
427 $21.6K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
92
+ 13.9%
$3.99K - $4.44K
754 $38.2K
Apr 26, 2022 Q1 2022
Waverton Investment Management LTD

BUY
 -
70
+ 0.32%
$3.04K - $3.38K
22.1K $1.12M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
54
+ 0.77%
$2.34K - $2.61K
7.08K $358K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
52
+ 0.81%
$2.26K - $2.51K
6.48K $328K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10
+ 0.47%
$434 - $483
2.12K $107K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4
+ 3.13%
$174 - $193
132 $6.68K
May 13, 2022 Q1 2022
Covestor LTD

Boston, MA
BUY
 -
3
+ 1.05%
$130 - $145
289 $14.6K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
3
+ 0.01%
$130 - $145
20.8K $1.05M
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
2
+ 0.74%
$86.8 - $96.6
273 $13.8K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
1
+ 1.3%
$43.4 - $48.3
78 $3.95K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 03, 2022 Q1 2022
Clearwater Capital Advisors, LLC

SELL
 -
-16
- 0.23%
$694 - $773
6.88K $348K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-46
- 1.0%
$2K - $2.22K
4.54K $230K
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
SELL
 -
-109
- 1.95%
$4.73K - $5.26K
5.48K $277K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-340
- 1.45%
$14.8K - $16.4K
23.1K $1.17M
May 03, 2022 Q1 2022
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-426
- 7.04%
$18.5K - $20.6K
5.63K $285K
May 10, 2022 Q1 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-481
- 4.12%
$20.9K - $23.2K
11.2K $567K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

SELL
 -
-625
- 4.42%
$27.1K - $30.2K
13.5K $684K
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
SELL
 -
-685
- 2.22%
$29.7K - $33.1K
30.2K $1.53M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-688
- 12.11%
$29.9K - $33.2K
4.99K $253K

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