Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 6.62% |
$53.7K - $59.3K
|
18.6K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.36K- 0.49% |
$55.4K - $61.2K
|
277K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.88K- 5.27% |
$76.5K - $84.6K
|
33.8K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.89K- 6.06% |
$76.7K - $84.8K
|
29.2K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 47.37% |
$93.5K - $103K
|
2.56K
$143K
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.31K- 11.01% |
$93.9K - $104K
|
18.7K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 41.86% |
$143K - $158K
|
4.9K
$273K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-5.07K- 12.41% |
$206K - $228K
|
35.8K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.6K- 9.61% |
$673K - $744K
|
156K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 49.18% |
$698K - $772K
|
17.7K
$990K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.1K- 14.96% |
$860K - $950K
|
120K
$6.71M
|