Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.9K+ 178.01% |
$2.63M - $2.98M
|
88.9K
$4.98M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
37.2KNew |
$1.72M - $1.95M
|
37.2K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
36.7KNew |
$1.69M - $1.92M
|
36.7K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.9K+ 8.96% |
$1.56M - $1.77M
|
412K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1KNew |
$1.48M - $1.68M
|
32.1K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 24.23% |
$1.42M - $1.61M
|
158K
$8.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27.2KNew |
$1.26M - $1.43M
|
27.2K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 13.14% |
$1.12M - $1.28M
|
210K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.9KNew |
$1.1M - $1.25M
|
23.9K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$966K - $1.1M
|
20.9K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
15.9K+ 166.47% |
$734K - $833K
|
25.5K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.3K+ 27.76% |
$704K - $799K
|
70.2K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$681K - $774K
|
14.8K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 55.44% |
$657K - $746K
|
39.9K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 9.57% |
$472K - $536K
|
117K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
9.59K+ 113.49% |
$442K - $502K
|
18K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.31K+ 1.95% |
$429K - $488K
|
487K
$27.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.04K+ 116.54% |
$371K - $421K
|
14.9K
$836K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.49KNew |
$345K - $392K
|
7.49K
$419K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.08KNew |
$281K - $319K
|
6.08K
$340K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.97K+ 16.59% |
$229K - $260K
|
34.9K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9K+ 39.88% |
$226K - $257K
|
17.2K
$962K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.13KNew |
$190K - $216K
|
4.13K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.08KNew |
$188K - $214K
|
4.08K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.05K+ 23.92% |
$187K - $212K
|
21K
$1.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4KNew |
$185K - $210K
|
4K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4K+ 272.11% |
$185K - $210K
|
5.47K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.81K+ 4.67% |
$176K - $199K
|
85.3K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 19.38% |
$169K - $192K
|
22.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 1.01% |
$147K - $167K
|
320K
$17.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.06K+ 129.8% |
$141K - $160K
|
5.42K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.81K+ 6.15% |
$129K - $147K
|
48.5K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.8K+ 1.13% |
$129K - $146K
|
251K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.54K+ 4.28% |
$117K - $133K
|
61.9K
$3.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.33K+ 64.81% |
$107K - $122K
|
5.93K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 3.7% |
$105K - $120K
|
64.1K
$3.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 68.7% |
$88.4K - $100K
|
4.71K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.86K+ 19.77% |
$85.7K - $97.3K
|
11.3K
$630K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 10.62% |
$70.7K - $80.3K
|
16K
$894K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
947New |
$43.7K - $49.6K
|
947
$53K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
891+ 2.24% |
$41.1K - $46.7K
|
40.7K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
826+ 19.79% |
$38.1K - $43.3K
|
5K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
818+ 4.24% |
$37.7K - $42.8K
|
20.1K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
338+ 5.77% |
$15.6K - $17.7K
|
6.19K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$13.8K - $15.7K
|
300
$16.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
249+ 0.81% |
$11.5K - $13K
|
31.2K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
169New |
$7.8K - $8.85K
|
169
$9.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
155+ 2.94% |
$7.15K - $8.12K
|
5.42K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
141+ 5.42% |
$6.5K - $7.39K
|
2.74K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136+ 18.16% |
$6.27K - $7.12K
|
885
$49.6K
|