Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 544.74% |
$1.06M - $1.32M
|
34.8K
$1.94M
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
17.4K+ 37.13% |
$627K - $782K
|
64.4K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$413K - $514K
|
11.5K
$640K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.58K+ 10.3% |
$344K - $429K
|
103K
$5.72M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.69KNew |
$312K - $389K
|
8.69K
$485K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.96K+ 3.41% |
$286K - $357K
|
242K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.12KNew |
$256K - $319K
|
7.12K
$397K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.89K+ 32.13% |
$248K - $309K
|
28.3K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.33K+ 30.72% |
$228K - $284K
|
26.9K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.1K+ 3.63% |
$219K - $273K
|
174K
$9.72M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.39K+ 3.09% |
$194K - $241K
|
179K
$10M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.38K+ 10.06% |
$193K - $241K
|
58.9K
$3.28M
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.32K+ 0.92% |
$155K - $193K
|
476K
$26.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.56K+ 2.33% |
$128K - $160K
|
157K
$8.74M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.97K+ 28.26% |
$107K - $133K
|
13.5K
$753K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.24K+ 197.97% |
$80.6K - $100K
|
3.37K
$188K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.78K+ 17.32% |
$64.1K - $79.9K
|
12.1K
$673K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.76KNew |
$63.1K - $78.7K
|
1.76K
$97.9K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.67KNew |
$59.9K - $74.6K
|
1.67K
$92.9K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.48K+ 7.81% |
$53.3K - $66.4K
|
20.5K
$1.14M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
858+ 12.07% |
$30.8K - $38.5K
|
7.96K
$444K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
733+ 3.23% |
$26.4K - $32.9K
|
23.4K
$1.31M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
732+ 13.91% |
$26.3K - $32.8K
|
6K
$334K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
317+ 4.43% |
$11.4K - $14.2K
|
7.47K
$417K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 12.37% |
$10.8K - $13.4K
|
2.73K
$152K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
260+ 2.4% |
$9.35K - $11.7K
|
11.1K
$619K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
148+ 2.82% |
$5.32K - $6.63K
|
5.39K
$301K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$3.6K - $4.48K
|
100
$5.58K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 5.76% |
$3.09K - $3.85K
|
1.58K
$88.1K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41New |
$1.47K - $1.84K
|
41
$2.29K
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
20+ 0.35% |
$719 - $896
|
5.7K
$318K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.8% |
$611 - $762
|
2.15K
$120K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 2.96% |
$144 - $179
|
139
$7.75K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
3+ 1.09% |
$108 - $134
|
277
$15.5K
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2+ 0.03% |
$71.9 - $89.6
|
5.99K
$334K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.49% |
$71.9 - $89.6
|
136
$7.59K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.28% |
$36 - $44.8
|
79
$4.41K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 4.55% |
$1.29K - $1.61K
|
756
$42.2K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-141- 64.68% |
$5.07K - $6.32K
|
77
$4.3K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-175- 0.85% |
$6.29K - $7.84K
|
20.3K
$1.13M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-226- 2.02% |
$8.12K - $10.1K
|
10.9K
$610K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-228- 0.45% |
$8.2K - $10.2K
|
50.4K
$2.81M
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-351- 1.13% |
$12.6K - $15.7K
|
30.8K
$1.72M
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-642- 9.32% |
$23.1K - $28.8K
|
6.25K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-675- 5.24% |
$24.3K - $30.3K
|
12.2K
$681K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-712- 10.35% |
$25.6K - $31.9K
|
6.17K
$344K
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.84K- 1.43% |
$102K - $127K
|
196K
$10.9M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.64K- 2.25% |
$239K - $297K
|
288K
$16.1M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-17.7K- 16.12% |
$636K - $793K
|
92.1K
$5.14M
|