Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.8KNew |
$681K - $781K
|
14.8K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.35K+ 19.27% |
$431K - $495K
|
57.9K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 7.92% |
$303K - $347K
|
89.4K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.91K+ 242.13% |
$88K - $101K
|
2.7K
$115K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.51KNew |
$69.7K - $79.9K
|
1.51K
$64.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.28K+ 0.95% |
$59.1K - $67.8K
|
136K
$5.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 62.01% |
$18.8K - $21.6K
|
1.07K
$45.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
48+ 0.77% |
$2.21K - $2.54K
|
6.28K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.77% |
$92.2 - $106
|
263
$11.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 7.5% |
$2.17K - $2.49K
|
580
$24.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-124- 2.43% |
$5.72K - $6.56K
|
4.98K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-693- 7.65% |
$32K - $36.7K
|
8.36K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.05K- 6.31% |
$48.6K - $55.7K
|
15.6K
$665K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.86K- 11.61% |
$85.6K - $98.1K
|
14.1K
$600K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.31K- 10.3% |
$107K - $122K
|
20.1K
$856K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.72K- 16.93% |
$125K - $144K
|
13.3K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.54K- 18.85% |
$163K - $187K
|
15.2K
$647K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.91K- 16.76% |
$180K - $207K
|
19.4K
$825K
|