Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Small Cap Qua (DGRS)

DGRS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q2 2023. 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 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
58.3K
+ 28.62%
$2.27M - $2.48M
262K $13.3M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
35.7K
New
$1.39M - $1.52M
35.7K $1.81M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
22.9K
+ 13.14%
$891K - $977K
197K $9.98M
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
12.6K
+ 2.54%
$489K - $537K
509K $25.7M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
10.6K
New
$411K - $451K
10.6K $535K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
8.43K
New
$328K - $359K
8.43K $427K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.88K
+ 4.97%
$229K - $251K
124K $6.29M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
5.17K
New
$201K - $220K
5.17K $262K
Jul 07, 2023 Q2 2023
Lvm Capital Management LTD

BUY
 -
5.11K
+ 5.89%
$199K - $218K
91.8K $4.65M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.26K
+ 13.9%
$166K - $182K
34.9K $1.77M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.62K
+ 2.11%
$102K - $112K
127K $6.42M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
2.61K
+ 4571.93%
$101K - $111K
2.66K $135K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
2.6K
New
$101K - $111K
2.6K $132K
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.39K
+ 8.4%
$93K - $102K
30.9K $1.56M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
1.94K
+ 2.87%
$75.5K - $82.8K
69.6K $3.52M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.93K
+ 14.63%
$74.8K - $82.1K
15.1K $764K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
1.58K
+ 15.96%
$61.3K - $67.2K
11.4K $580K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.42K
+ 1.02%
$55.3K - $60.6K
141K $7.16M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.27K
New
$49.4K - $54.2K
1.27K $64.3K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.14K
+ 3.3%
$44.1K - $48.4K
35.6K $1.8M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
794
+ 15.2%
$30.9K - $33.9K
6.02K $305K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
766
+ 112.98%
$29.8K - $32.7K
1.44K $73.1K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
691
+ 19.63%
$26.9K - $29.5K
4.21K $213K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
559
+ 5.7%
$21.7K - $23.8K
10.4K $525K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
532
+ 231.3%
$20.7K - $22.7K
762 $38.6K
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
382
+ 0.84%
$14.9K - $16.3K
46K $2.33M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
290
New
$11.3K - $12.4K
290 $14.7K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
241
+ 13.1%
$9.37K - $10.3K
2.08K $105K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
222
+ 4.05%
$8.63K - $9.47K
5.7K $289K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
200
+ 51.95%
$7.78K - $8.53K
585 $29.6K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
100
+ 1.56%
$3.89K - $4.26K
6.52K $330K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
86
+ 1.63%
$3.34K - $3.67K
5.36K $271K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
70
New
$2.72K - $2.98K
70 $3.54K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
66
+ 0.16%
$2.57K - $2.81K
42.5K $2.15M
Jul 13, 2023 Q2 2023
Advisor Resource Council

BUY
 -
47
+ 0.66%
$1.83K - $2K
7.14K $361K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
22
+ 0.42%
$855 - $938
5.28K $267K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
2
+ 3.13%
$77.8 - $85.3
66 $3.34K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-4
- 0.15%
$156 - $171
2.68K $135K
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

SELL
 -
-6
- 0.1%
$233 - $256
5.87K $297K
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
SELL
 -
-9
- 0.13%
$350 - $384
7.11K $360K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-12
- 1.74%
$467 - $512
677 $34.3K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-35
- 0.51%
$1.36K - $1.49K
6.88K $348K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-248
- 1.23%
$9.64K - $10.6K
19.9K $1.01M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

SELL
 -
-268
- 4.53%
$10.4K - $11.4K
5.64K $286K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

SELL
 -
-327
- 2.55%
$12.7K - $13.9K
12.5K $632K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-338
- 0.21%
$13.1K - $14.4K
158K $7.99M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-420
- 5.11%
$16.3K - $17.9K
7.8K $395K
Aug 02, 2023 Q2 2023
Waverton Investment Management LTD

SELL
 -
-450
- 2.1%
$17.5K - $19.2K
21K $1.06M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-825
- 4.79%
$32.1K - $35.2K
16.4K $830K

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