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 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
48+ 0.77% |
$2.21K - $2.54K
|
6.28K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38+ 0.81% |
$1.75K - $2.01K
|
4.73K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
37+ 0.78% |
$1.71K - $1.96K
|
4.77K
$216K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
37New |
$1.71K - $1.96K
|
37
$1.68K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
14+ 0.27% |
$646 - $741
|
5.18K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.77% |
$92.2 - $106
|
263
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.25% |
$46.1 - $52.9
|
394
$17.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.04% |
$231 - $265
|
11.9K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 20.0% |
$507 - $582
|
44
$2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 20.0% |
$1.15K - $1.32K
|
100
$4.54K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33- 5.08% |
$1.52K - $1.75K
|
616
$28K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-33- 0.11% |
$1.52K - $1.75K
|
30.5K
$1.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 7.5% |
$2.17K - $2.49K
|
580
$26.3K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-113- 2.02% |
$5.21K - $5.98K
|
5.49K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-124- 2.43% |
$5.72K - $6.56K
|
4.98K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-161- 0.25% |
$7.43K - $8.52K
|
63.5K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-320- 1.61% |
$14.8K - $16.9K
|
19.6K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-360- 1.74% |
$16.6K - $19K
|
20.3K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-372- 2.35% |
$17.2K - $19.7K
|
15.4K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-389- 7.36% |
$17.9K - $20.6K
|
4.89K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-693- 7.65% |
$32K - $36.7K
|
8.36K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-719- 25.34% |
$33.2K - $38K
|
2.12K
$96.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-732- 49.97% |
$33.8K - $38.7K
|
733
$33.3K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-759- 22.6% |
$35K - $40.2K
|
2.6K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-809- 9.68% |
$37.3K - $42.8K
|
7.55K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-889- 6.14% |
$41K - $47K
|
13.6K
$617K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.05K- 6.31% |
$48.6K - $55.7K
|
15.6K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.08K- 20.47% |
$49.7K - $57K
|
4.18K
$190K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.12K- 90.93% |
$51.8K - $59.4K
|
112
$5.08K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 11.01% |
$80.2K - $92K
|
14.1K
$638K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.86K- 11.61% |
$85.6K - $98.1K
|
14.1K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.87K- 28.85% |
$86.3K - $99K
|
4.62K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.31K- 10.3% |
$107K - $122K
|
20.1K
$914K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.72K- 16.93% |
$125K - $144K
|
13.3K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3.19K- 4.54% |
$147K - $169K
|
67.1K
$3.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 40.47% |
$161K - $185K
|
5.15K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.54K- 18.85% |
$163K - $187K
|
15.2K
$691K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.91K- 16.76% |
$180K - $207K
|
19.4K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.2K- 76.78% |
$194K - $222K
|
1.27K
$57.7K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.87K- 3.65% |
$224K - $257K
|
128K
$5.83M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.52K- 22.36% |
$255K - $292K
|
19.2K
$871K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.78K- 36.05% |
$359K - $411K
|
13.8K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.64K- 9.04% |
$398K - $457K
|
86.9K
$3.94M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 33.55% |
$500K - $574K
|
21.5K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-11.8K- 35.43% |
$542K - $622K
|
21.4K
$972K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 3.56% |
$789K - $905K
|
464K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.4K- 65.28% |
$1.54M - $1.77M
|
17.8K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-37.4K- 67.7% |
$1.72M - $1.98M
|
17.8K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-212K- 44.08% |
$9.76M - $11.2M
|
268K
$12.2M
|