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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94- 0.57% |
$4.35K - $4.65K
|
16.5K
$919K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-182- 0.59% |
$8.42K - $8.99K
|
30.9K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-186- 2.65% |
$8.61K - $9.19K
|
6.85K
$382K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 2.82% |
$9.25K - $9.88K
|
6.9K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-211- 1.1% |
$9.76K - $10.4K
|
18.9K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-241- 2.35% |
$11.2K - $11.9K
|
10K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 4.1% |
$11.2K - $12K
|
5.67K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-371- 28.87% |
$17.2K - $18.3K
|
914
$51K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-420- 2.4% |
$19.4K - $20.8K
|
17.1K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-431- 8.56% |
$19.9K - $21.3K
|
4.61K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-689- 0.84% |
$31.9K - $34.1K
|
81.5K
$4.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1K- 10.58% |
$46.3K - $49.4K
|
8.45K
$471K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 6.27% |
$50.5K - $54K
|
16.3K
$911K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27K- 5.97% |
$58.8K - $62.8K
|
20K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.33K- 99.92% |
$61.4K - $65.5K
|
1
$55.8
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 12.11% |
$92K - $98.3K
|
14.4K
$805K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.25K- 12.49% |
$104K - $111K
|
15.8K
$880K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.68K- 16.42% |
$124K - $132K
|
13.6K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.72K- 2.48% |
$126K - $134K
|
107K
$5.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.9K- 10.13% |
$134K - $143K
|
25.7K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.22K- 15.33% |
$149K - $159K
|
17.8K
$992K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.81K- 12.9% |
$176K - $188K
|
25.7K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.37K- 3.7% |
$249K - $265K
|
140K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 20.38% |
$471K - $504K
|
39.8K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-18.1K- 13.13% |
$838K - $895K
|
120K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.4K- 8.12% |
$1.55M - $1.65M
|
378K
$21.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.4K- 8.12% |
$1.55M - $1.65M
|
378K
$21.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-38.8K- 56.43% |
$1.79M - $1.92M
|
30K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.2K- 58.55% |
$2.09M - $2.23M
|
32K
$1.78M
|