Purchases and Sales Made in Q1 2023 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 2023. 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
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
37K
+ 22.23%
$1.48M - $1.73M
204K $11.4M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
16.3K
+ 10.32%
$652K - $763K
174K $9.76M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
16.3K
+ 112.89%
$650K - $761K
30.7K $1.72M
Apr 17, 2023 Q1 2023
Lvm Capital Management LTD

BUY
 -
14.9K
+ 20.79%
$597K - $698K
86.7K $4.85M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.3K
+ 11.34%
$570K - $667K
140K $7.84M
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
7.68K
+ 12.81%
$307K - $359K
67.7K $3.79M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
7.09K
New
$284K - $332K
7.09K $397K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
6.16K
+ 1.26%
$246K - $288K
496K $27.8M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.96K
New
$238K - $279K
5.96K $333K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.27K
New
$211K - $247K
5.27K $295K
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
4.05K
+ 16.81%
$162K - $190K
28.2K $1.58M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
3.68K
+ 27.33%
$147K - $172K
17.2K $961K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.55K
New
$142K - $166K
3.55K $199K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
3.52K
+ 9.03%
$141K - $165K
42.5K $2.38M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
3K
+ 29.53%
$120K - $140K
13.2K $737K
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
2.99K
+ 6.71%
$120K - $140K
47.6K $2.67M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.65K
+ 29.57%
$106K - $124K
11.6K $651K
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
2.42K
+ 5.61%
$96.9K - $113K
45.6K $2.55M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
2.35K
+ 0.81%
$94K - $110K
291K $16.3M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.31K
+ 1.48%
$92.2K - $108K
158K $8.86M
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.84K
New
$73.6K - $86.1K
1.84K $103K
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.45K
+ 4.39%
$57.8K - $67.7K
34.4K $1.93M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
1.21K
+ 23.09%
$48.2K - $56.4K
6.42K $360K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.12K
New
$44.9K - $52.5K
1.12K $62.9K
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
849
+ 4.78%
$33.9K - $39.7K
18.6K $1.04M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
737
+ 11.93%
$29.5K - $34.5K
6.91K $387K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
689
New
$27.5K - $32.2K
689 $38.6K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
600
+ 4.91%
$24K - $28.1K
12.8K $718K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
559
+ 7.8%
$22.3K - $26.2K
7.73K $433K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
385
New
$15.4K - $18K
385 $21.6K
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
342
+ 3.27%
$13.7K - $16K
10.8K $605K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
199
+ 3.77%
$7.96K - $9.31K
5.48K $307K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
116
+ 2320.0%
$4.64K - $5.43K
121 $6.77K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
112
+ 20.51%
$4.48K - $5.24K
658 $36.8K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
97
+ 16.03%
$3.88K - $4.54K
702 $39.3K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
57
New
$2.28K - $2.67K
57 $3.19K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
15
+ 0.29%
$600 - $702
5.26K $295K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 0.43%
$40 - $46.8
230 $12.9K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-6
- 0.88%
$240 - $281
678 $38K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-10
- 13.51%
$400 - $468
64 $3.58K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-38
- 0.78%
$1.52K - $1.78K
4.86K $272K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-116
- 95.87%
$4.64K - $5.43K
5 $280
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-149
- 0.86%
$5.96K - $6.97K
17.2K $965K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

SELL
 -
-191
- 3.13%
$7.64K - $8.94K
5.91K $331K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-285
- 13.54%
$11.4K - $13.3K
1.82K $102K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

SELL
 -
-370
- 3.63%
$14.8K - $17.3K
9.81K $549K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-398
- 82.4%
$15.9K - $18.6K
85 $4.76K
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-527
- 9.16%
$21.1K - $24.7K
5.22K $292K
May 04, 2023 Q1 2023
Treasure Coast Financial Planning

SELL
 -
-612
- 9.44%
$24.5K - $28.6K
5.87K $329K

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