Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
110KNew |
$4.22M - $4.96M
|
110K
$6.15M
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
50.7KNew |
$1.95M - $2.29M
|
50.7K
$2.84M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 10.43% |
$1.19M - $1.4M
|
328K
$18.4M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31K+ 10.43% |
$1.19M - $1.4M
|
328K
$18.4M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.8K+ 146.66% |
$875K - $1.03M
|
38.3K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$824K - $969K
|
21.4K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6KNew |
$637K - $749K
|
16.6K
$929K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 8.92% |
$529K - $622K
|
168K
$9.41M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 14.46% |
$451K - $530K
|
92.9K
$5.2M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$404K - $475K
|
10.5K
$589K
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10.5K+ 2.27% |
$402K - $473K
|
471K
$26.4M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.3KNew |
$395K - $465K
|
10.3K
$576K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.16KNew |
$275K - $323K
|
7.16K
$401K
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
6.89KNew |
$265K - $311K
|
6.89K
$386K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.02K+ 46.4% |
$231K - $272K
|
19K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.82K+ 2.84% |
$185K - $217K
|
174K
$9.75M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4K+ 3.47% |
$154K - $181K
|
119K
$6.67M
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.91K+ 9.08% |
$150K - $177K
|
47K
$2.63M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.12K+ 40.44% |
$120K - $141K
|
10.8K
$607K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.19K+ 13.16% |
$84.1K - $98.9K
|
18.8K
$1.05M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.16K+ 4.21% |
$83.1K - $97.7K
|
53.5K
$3M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.93K+ 84.31% |
$74.1K - $87.1K
|
4.22K
$236K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.74KNew |
$66.8K - $78.5K
|
1.74K
$97.4K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.52K+ 7.98% |
$58.5K - $68.7K
|
20.6K
$1.15M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49KNew |
$57.4K - $67.5K
|
1.49K
$83.6K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.07KNew |
$41.2K - $48.4K
|
1.07K
$60K
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
949+ 3.14% |
$36.5K - $42.9K
|
31.2K
$1.74M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
783+ 16.98% |
$30.1K - $35.4K
|
5.39K
$302K
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
450+ 2.04% |
$17.3K - $20.3K
|
22.5K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
369+ 0.16% |
$14.2K - $16.7K
|
234K
$13.1M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
286+ 33.81% |
$11K - $12.9K
|
1.13K
$63.4K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
250+ 5.01% |
$9.6K - $11.3K
|
5.24K
$293K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 4.49% |
$7.68K - $9.03K
|
4.66K
$261K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192New |
$7.37K - $8.67K
|
192
$10.8K
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
55+ 0.98% |
$2.11K - $2.48K
|
5.68K
$318K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 5.04% |
$1.46K - $1.72K
|
792
$44.3K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27+ 0.38% |
$1.04K - $1.22K
|
7.11K
$398K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14+ 0.66% |
$538 - $632
|
2.14K
$120K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13New |
$499 - $587
|
13
$728
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 2.27% |
$115 - $135
|
135
$7.56K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.37% |
$38.4 - $45.2
|
274
$15.3K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30- 0.27% |
$1.15K - $1.35K
|
11.2K
$625K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-55- 12.88% |
$2.11K - $2.48K
|
372
$20.8K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-71- 24.57% |
$2.73K - $3.21K
|
218
$12.2K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 34.08% |
$3.5K - $4.11K
|
176
$9.85K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-176Closed |
$6.76K - $7.95K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-227- 3.5% |
$8.72K - $10.3K
|
6.26K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-280- 1.35% |
$10.8K - $12.6K
|
20.5K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-298- 5.36% |
$11.4K - $13.5K
|
5.26K
$295K
|