Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
199KNew |
$8.67M - $9.32M
|
199K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.1K+ 486.94% |
$961K - $1.03M
|
26.6K
$1.35M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 23.83% |
$883K - $949K
|
105K
$5.33M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 100.34% |
$599K - $644K
|
27.4K
$1.39M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
12.8K+ 2153.89% |
$555K - $597K
|
13.3K
$675K
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12.1K+ 5.64% |
$525K - $565K
|
226K
$11.4M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.06K+ 6.05% |
$264K - $284K
|
106K
$5.38M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.79KNew |
$252K - $271K
|
5.79K
$293K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.32KNew |
$232K - $249K
|
5.32K
$269K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.14K+ 11.91% |
$224K - $241K
|
48.3K
$2.45M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
4.96KNew |
$216K - $232K
|
4.96K
$251K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.98KNew |
$173K - $186K
|
3.98K
$202K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 4.2% |
$125K - $134K
|
71K
$3.59M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.79K+ 22.72% |
$122K - $131K
|
15.1K
$764K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 1200.0% |
$52.2K - $56.2K
|
1.3K
$65.8K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 4.68% |
$43.6K - $46.9K
|
22.4K
$1.13M
|
|
Oct 18, 2021
Q3 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
970+ 4.95% |
$42.2K - $45.4K
|
20.6K
$1.04M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
736+ 46.09% |
$32K - $34.5K
|
2.33K
$118K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
572+ 2.49% |
$24.9K - $26.8K
|
23.5K
$1.19M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
378+ 5.65% |
$16.5K - $17.7K
|
7.07K
$358K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
342+ 8.03% |
$14.9K - $16K
|
4.6K
$233K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
290+ 21.0% |
$12.6K - $13.6K
|
1.67K
$84.6K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
281+ 5.38% |
$12.2K - $13.2K
|
5.5K
$279K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 67.31% |
$12.2K - $13.1K
|
696
$35.2K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
233+ 3.99% |
$10.1K - $10.9K
|
6.07K
$307K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69+ 106.15% |
$3K - $3.23K
|
134
$6.78K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 18.22% |
$1.79K - $1.92K
|
266
$13.5K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40+ 0.19% |
$1.74K - $1.87K
|
21.2K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.21% |
$566 - $609
|
6.09K
$308K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.63% |
$174 - $187
|
637
$32.2K
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.32% |
$43.5 - $46.8
|
77
$3.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-65- 0.15% |
$2.83K - $3.04K
|
42.4K
$2.14M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-319- 26.0% |
$13.9K - $14.9K
|
908
$46K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 9.27% |
$15.2K - $16.4K
|
3.43K
$173K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-465- 2.75% |
$20.2K - $21.8K
|
16.5K
$833K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-500Closed |
$21.8K - $23.4K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-607- 7.39% |
$26.4K - $28.4K
|
7.61K
$385K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-608- 8.08% |
$26.5K - $28.5K
|
6.91K
$350K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-844- 57.38% |
$36.7K - $39.5K
|
627
$31.7K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.61K- 22.71% |
$70.1K - $75.4K
|
5.48K
$278K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.38KClosed |
$191K - $205K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.41KClosed |
$192K - $206K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.58K- 4.77% |
$243K - $261K
|
111K
$5.63M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.98K- 29.81% |
$260K - $280K
|
14.1K
$712K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.4K- 4.04% |
$454K - $488K
|
248K
$12.6M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-12.9K- 95.61% |
$561K - $603K
|
592
$30K
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-15.7KClosed |
$681K - $733K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-21.1K- 65.04% |
$920K - $989K
|
11.4K
$575K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-23.5KClosed |
$1.02M - $1.1M
|
0
$0
|