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 $14.7M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
35.7K
New
$1.39M - $1.52M
35.7K $2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
22.9K
+ 13.14%
$891K - $977K
197K $11M
Aug 07, 2023 Q2 2023
Private Wealth Strategies, L.L.C.

BUY
 -
12.6K
+ 2.54%
$489K - $537K
509K $28.5M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
10.6K
New
$411K - $451K
10.6K $592K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
8.43K
New
$328K - $359K
8.43K $472K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.88K
+ 4.97%
$229K - $251K
124K $6.95M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
5.17K
New
$201K - $220K
5.17K $289K
Jul 07, 2023 Q2 2023
Lvm Capital Management LTD

BUY
 -
5.11K
+ 5.89%
$199K - $218K
91.8K $5.14M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.26K
+ 13.9%
$166K - $182K
34.9K $1.96M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.62K
+ 2.11%
$102K - $112K
127K $7.1M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
2.61K
+ 4571.93%
$101K - $111K
2.66K $149K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
2.6K
New
$101K - $111K
2.6K $146K
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
2.39K
+ 8.4%
$93K - $102K
30.9K $1.73M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
1.94K
+ 2.87%
$75.5K - $82.8K
69.6K $3.9M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.93K
+ 14.63%
$74.8K - $82.1K
15.1K $845K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
1.58K
+ 15.96%
$61.3K - $67.2K
11.4K $641K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.42K
+ 1.02%
$55.3K - $60.6K
141K $7.92M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.27K
New
$49.4K - $54.2K
1.27K $71.2K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.14K
+ 3.3%
$44.1K - $48.4K
35.6K $1.99M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
794
+ 15.2%
$30.9K - $33.9K
6.02K $337K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
766
+ 112.98%
$29.8K - $32.7K
1.44K $80.8K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
691
+ 19.63%
$26.9K - $29.5K
4.21K $236K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
559
+ 5.7%
$21.7K - $23.8K
10.4K $581K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
532
+ 231.3%
$20.7K - $22.7K
762 $42.7K
Aug 07, 2023 Q2 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
382
+ 0.84%
$14.9K - $16.3K
46K $2.58M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
290
New
$11.3K - $12.4K
290 $16.2K
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 $117K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
222
+ 4.05%
$8.63K - $9.47K
5.7K $319K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
200
+ 51.95%
$7.78K - $8.53K
585 $32.8K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
100
+ 1.56%
$3.89K - $4.26K
6.52K $365K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
86
+ 1.63%
$3.34K - $3.67K
5.36K $300K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
70
New
$2.72K - $2.98K
70 $3.92K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
66
+ 0.16%
$2.57K - $2.81K
42.5K $2.38M
Jul 13, 2023 Q2 2023
Advisor Resource Council

BUY
 -
47
+ 0.66%
$1.83K - $2K
7.14K $400K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
22
+ 0.42%
$855 - $938
5.28K $296K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
2
+ 3.13%
$77.8 - $85.3
66 $3.7K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-4
- 0.15%
$156 - $171
2.68K $150K
Jul 21, 2023 Q2 2023
Treasure Coast Financial Planning

SELL
 -
-6
- 0.1%
$233 - $256
5.87K $328K
Aug 14, 2023 Q2 2023
Cadence Bank

Tupelo, MS
SELL
 -
-9
- 0.13%
$350 - $384
7.11K $398K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-12
- 1.74%
$467 - $512
677 $37.9K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-35
- 0.51%
$1.36K - $1.49K
6.88K $385K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-248
- 1.23%
$9.64K - $10.6K
19.9K $1.12M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

SELL
 -
-268
- 4.53%
$10.4K - $11.4K
5.64K $316K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

SELL
 -
-327
- 2.55%
$12.7K - $13.9K
12.5K $699K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-338
- 0.21%
$13.1K - $14.4K
158K $8.84M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-420
- 5.11%
$16.3K - $17.9K
7.8K $437K
Aug 02, 2023 Q2 2023
Waverton Investment Management LTD

SELL
 -
-450
- 2.1%
$17.5K - $19.2K
21K $1.18M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-825
- 4.79%
$32.1K - $35.2K
16.4K $919K

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