Purchases and Sales Made in Q2 2024 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 2024. 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
225K+ 80.85% |
$10.4M - $11.1M
|
503K
$28.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 569.08% |
$5.01M - $5.35M
|
127K
$7.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.8KNew |
$2.95M - $3.15M
|
63.8K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
61.8KNew |
$2.86M - $3.05M
|
61.8K
$3.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
59.4KNew |
$2.75M - $2.94M
|
59.4K
$3.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.3K+ 29.63% |
$1.96M - $2.09M
|
185K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
32.4K+ 11.39% |
$1.5M - $1.6M
|
317K
$17.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$1.22M - $1.31M
|
26.4K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19K+ 8.26% |
$877K - $937K
|
248K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 42.49% |
$758K - $810K
|
54.9K
$3.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.2K+ 2.84% |
$702K - $750K
|
550K
$30.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.9K+ 2.33% |
$504K - $538K
|
478K
$26.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.55KNew |
$442K - $472K
|
9.55K
$535K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.8KNew |
$222K - $237K
|
4.8K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.56KNew |
$211K - $225K
|
4.56K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.17K+ 3.23% |
$193K - $206K
|
133K
$7.46M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.55K+ 3.75% |
$164K - $176K
|
98.3K
$5.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
BUY
|
- |
3.49K+ 39.69% |
$161K - $172K
|
12.3K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3KNew |
$153K - $163K
|
3.3K
$185K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.04K+ 2.44% |
$141K - $150K
|
128K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.52K+ 37.8% |
$116K - $124K
|
9.17K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 5.41% |
$78.8K - $84.2K
|
33.2K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.54K+ 74.51% |
$71K - $75.9K
|
3.6K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.42K+ 149.89% |
$65.5K - $69.9K
|
2.36K
$132K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.21K+ 2.72% |
$56K - $59.8K
|
45.7K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 139.75% |
$47.3K - $50.6K
|
1.76K
$98.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
749New |
$34.7K - $37K
|
749
$41.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
718+ 16.97% |
$33.2K - $35.5K
|
4.95K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
658+ 101.39% |
$30.4K - $32.5K
|
1.31K
$73.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
550+ 3.85% |
$25.4K - $27.2K
|
14.8K
$830K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
354New |
$16.4K - $17.5K
|
354
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
335+ 8.31% |
$15.5K - $16.6K
|
4.37K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
236+ 2.23% |
$10.9K - $11.7K
|
10.8K
$606K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
225+ 4.46% |
$10.4K - $11.1K
|
5.27K
$295K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
215+ 3.54% |
$9.95K - $10.6K
|
6.29K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
207+ 4.81% |
$9.58K - $10.2K
|
4.51K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
175New |
$8.1K - $8.65K
|
175
$9.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
101+ 1.75% |
$4.67K - $4.99K
|
5.86K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$2.96K - $3.16K
|
64
$3.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 0.32% |
$2.5K - $2.67K
|
16.9K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$925 - $988
|
20
$1.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.34% |
$833 - $890
|
5.27K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 0.61% |
$787 - $840
|
2.79K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.5% |
$46.3 - $49.4
|
201
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.85% |
$46.3 - $49.4
|
53
$2.97K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$324 - $346
|
3.05K
$171K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 31.25% |
$2.31K - $2.47K
|
110
$6.16K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-77- 0.4% |
$3.56K - $3.81K
|
19.3K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-84- 0.4% |
$3.89K - $4.15K
|
20.7K
$1.16M
|