Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-868- 8.03% |
$33.7K - $37K
|
9.95K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12KClosed |
$43.7K - $47.9K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.22K- 10.48% |
$47.4K - $51.9K
|
10.4K
$582K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.3K- 36.6% |
$50.5K - $55.4K
|
2.25K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 17.53% |
$52.7K - $57.8K
|
6.38K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.36K- 5.6% |
$52.7K - $57.8K
|
22.9K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.87K- 10.87% |
$72.6K - $79.6K
|
15.3K
$856K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.36K- 8.64% |
$91.8K - $101K
|
24.9K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-6.73K- 14.14% |
$262K - $287K
|
40.9K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.1K- 4.5% |
$509K - $558K
|
278K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14.7K- 7.88% |
$573K - $628K
|
172K
$9.65M
|