Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
274KNew |
$12.4M - $13.3M
|
274K
$13.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.7K+ 132.95% |
$3.03M - $3.23M
|
117K
$5.83M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
56.5K+ 13.56% |
$2.56M - $2.74M
|
473K
$23.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.2K+ 54.09% |
$1.59M - $1.7M
|
100K
$5M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 56.24% |
$1.39M - $1.48M
|
85.1K
$4.24M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5KNew |
$1.07M - $1.14M
|
23.5K
$1.17M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.9KNew |
$768K - $820K
|
16.9K
$845K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.3KNew |
$557K - $595K
|
12.3K
$613K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.35K+ 3.06% |
$288K - $307K
|
214K
$10.7M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 9.26% |
$262K - $280K
|
68.1K
$3.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.53KNew |
$206K - $220K
|
4.53K
$226K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.3K+ 32.36% |
$149K - $160K
|
13.5K
$673K
|
|
|
Aug 02, 2021
Q2 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
3.27K+ 20.04% |
$148K - $158K
|
19.6K
$978K
|
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.98K+ 10.11% |
$135K - $145K
|
32.5K
$1.62M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47KNew |
$66.7K - $71.3K
|
1.47K
$73.4K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 1200.0% |
$54.4K - $58.1K
|
1.3K
$64.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
908+ 7.1% |
$41.2K - $44K
|
13.7K
$684K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
416New |
$18.9K - $20.2K
|
416
$20.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
291+ 4.28% |
$13.2K - $14.1K
|
7.1K
$354K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250New |
$11.3K - $12.1K
|
250
$12.5K
|
|
|
Jul 08, 2021
Q2 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
220+ 0.52% |
$9.98K - $10.7K
|
42.4K
$2.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
155+ 2.77% |
$7.03K - $7.51K
|
5.75K
$287K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
146+ 2.57% |
$6.62K - $7.07K
|
5.84K
$291K
|
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
BUY
|
- |
131+ 11.95% |
$5.94K - $6.35K
|
1.23K
$61.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
84+ 1.64% |
$3.81K - $4.07K
|
5.22K
$261K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65New |
$2.95K - $3.15K
|
65
$3.24K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10+ 0.16% |
$454 - $484
|
6.08K
$303K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9+ 0.04% |
$408 - $436
|
21.1K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
4New |
$181 - $194
|
4
$200
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.48% |
$136 - $145
|
633
$31.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.45% |
$45.4 - $48.4
|
225
$11.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-46- 0.29% |
$2.09K - $2.23K
|
15.7K
$781K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67- 0.99% |
$3.04K - $3.25K
|
6.69K
$334K
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
SELL
|
- |
-75- 0.9% |
$3.4K - $3.63K
|
8.22K
$410K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79- 28.32% |
$3.58K - $3.83K
|
200
$9.98K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-110- 2.43% |
$4.99K - $5.33K
|
4.41K
$220K
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-125- 1.63% |
$5.67K - $6.06K
|
7.52K
$375K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-376- 9.06% |
$17.1K - $18.2K
|
3.78K
$188K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-446- 24.41% |
$20.2K - $21.6K
|
1.38K
$68.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-857- 3.6% |
$38.9K - $41.5K
|
23K
$1.15M
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.31K- 2.95% |
$59.5K - $63.6K
|
43.2K
$2.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.72K- 70.32% |
$77.8K - $83.1K
|
724
$36.1K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 11.52% |
$118K - $126K
|
20.1K
$1M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-4.33KClosed |
$197K - $210K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.85KClosed |
$265K - $284K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.55K- 2.47% |
$297K - $317K
|
258K
$12.9M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.91KClosed |
$313K - $335K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.8K- 99.22% |
$489K - $522K
|
85
$4.24K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.1K- 39.66% |
$638K - $682K
|
21.4K
$1.07M
|