Purchases and Sales Made in Q2 2025 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 2025. 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 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
19.8K+ 34.22% |
$805K - $936K
|
77.7K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17.4K+ 7.44% |
$706K - $822K
|
251K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.79K+ 6.6% |
$235K - $274K
|
93.5K
$4.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.06K+ 2.25% |
$124K - $145K
|
139K
$6.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 2.97% |
$66K - $76.8K
|
56.2K
$2.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.52K+ 9.73% |
$61.9K - $71.9K
|
17.2K
$839K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.07K+ 1.69% |
$43.6K - $50.7K
|
64.5K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 6.65% |
$41.1K - $47.8K
|
16.2K
$794K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
745+ 8.83% |
$30.3K - $35.2K
|
9.18K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
611+ 9.73% |
$24.8K - $28.9K
|
6.89K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
255+ 2.72% |
$10.4K - $12.1K
|
9.64K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200+ 7.42% |
$8.13K - $9.45K
|
2.9K
$142K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
116+ 0.96% |
$4.71K - $5.48K
|
12.2K
$597K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
80+ 0.96% |
$3.25K - $3.78K
|
8.44K
$413K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.18% |
$1.34K - $1.56K
|
1.54K
$75.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13+ 0.11% |
$528 - $615
|
12K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-25- 22.73% |
$1.02K - $1.18K
|
85
$4.16K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-189- 1.34% |
$7.68K - $8.93K
|
13.9K
$681K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 5.71% |
$9.71K - $11.3K
|
3.95K
$193K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-528- 2.72% |
$21.5K - $25K
|
18.9K
$924K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 16.18% |
$41.9K - $48.7K
|
5.34K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 18.47% |
$105K - $123K
|
11.5K
$560K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.81K- 36.75% |
$114K - $133K
|
4.84K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 27.11% |
$147K - $171K
|
9.71K
$475K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.3K- 24.09% |
$175K - $203K
|
13.5K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-29.7K- 58.81% |
$1.21M - $1.4M
|
20.8K
$1.02M
|