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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89.3K+ 791.83% |
$4.12M - $4.72M
|
101K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.2K+ 29.37% |
$4.07M - $4.66M
|
388K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.4KNew |
$2.32M - $2.67M
|
50.4K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.7K+ 264.36% |
$2.29M - $2.63M
|
68.5K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49.4K+ 26.85% |
$2.28M - $2.61M
|
234K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.8K+ 11.91% |
$1.74M - $2M
|
355K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27.8K+ 148.6% |
$1.28M - $1.47M
|
46.5K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.8KNew |
$868K - $995K
|
18.8K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.2KNew |
$747K - $857K
|
16.2K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.7K+ 45.12% |
$724K - $831K
|
50.5K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.8KNew |
$681K - $781K
|
14.8K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 2.07% |
$553K - $634K
|
591K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.6KNew |
$534K - $613K
|
11.6K
$526K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42K+ 14.4% |
$435K - $499K
|
74.9K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.35K+ 19.27% |
$431K - $495K
|
57.9K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.65KNew |
$353K - $405K
|
7.65K
$347K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 7.92% |
$303K - $347K
|
89.4K
$4.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.37KNew |
$294K - $337K
|
6.37K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.88KNew |
$271K - $311K
|
5.88K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.57K+ 11.36% |
$257K - $295K
|
54.6K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 5.27% |
$257K - $294K
|
111K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 191.78% |
$226K - $259K
|
7.46K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.74K+ 5.71% |
$218K - $251K
|
87.7K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$207K - $238K
|
4.5K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.94K+ 4.01% |
$182K - $208K
|
102K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 1.2% |
$180K - $206K
|
329K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.27K+ 482.3% |
$151K - $173K
|
3.95K
$179K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.8K+ 30.36% |
$129K - $148K
|
12K
$546K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2.59K+ 38.15% |
$119K - $137K
|
9.38K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.46K+ 11.38% |
$113K - $130K
|
24.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.25K+ 9.04% |
$104K - $119K
|
27.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 11.22% |
$89.6K - $103K
|
19.3K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.91K+ 242.13% |
$88K - $101K
|
2.7K
$122K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.73K+ 1542.86% |
$79.7K - $91.4K
|
1.84K
$83.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.51KNew |
$69.7K - $79.9K
|
1.51K
$68.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.28K+ 0.95% |
$59.1K - $67.8K
|
136K
$6.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$46.7K - $53.6K
|
1.01K
$46K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
964+ 192.42% |
$44.5K - $51K
|
1.47K
$66.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
865+ 6.49% |
$39.9K - $45.8K
|
14.2K
$644K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
662+ 5.79% |
$30.5K - $35K
|
12.1K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
527+ 3.22% |
$24.3K - $27.9K
|
16.9K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
520+ 8.87% |
$24K - $27.5K
|
6.39K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
500+ 2.08% |
$23.1K - $26.5K
|
24.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461+ 10.87% |
$21.3K - $24.4K
|
4.7K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
421+ 6.15% |
$19.4K - $22.3K
|
7.27K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 62.01% |
$18.8K - $21.6K
|
1.07K
$48.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325+ 5.18% |
$15K - $17.2K
|
6.6K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
183+ 18300.0% |
$8.44K - $9.68K
|
184
$8.35K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 0.6% |
$5.12K - $5.87K
|
18.5K
$840K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
68+ 3.21% |
$3.14K - $3.6K
|
2.19K
$99.2K
|