Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10.6K+ 16.35% |
$490K - $544K
|
75.1K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.27KNew |
$198K - $220K
|
4.27K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.21KNew |
$195K - $217K
|
4.21K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.75K+ 0.7% |
$81.1K - $90K
|
253K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.26KNew |
$58.5K - $64.9K
|
1.26K
$63.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 24.24% |
$54.3K - $60.3K
|
6K
$303K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.06K+ 17.12% |
$49K - $54.4K
|
7.23K
$365K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
758+ 0.98% |
$35.2K - $39K
|
78.5K
$3.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
731+ 4.23% |
$33.9K - $37.6K
|
18K
$911K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
627+ 5.21% |
$29.1K - $32.3K
|
12.7K
$640K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
485+ 3.97% |
$22.5K - $25K
|
12.7K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
21New |
$974 - $1.08K
|
21
$1.06K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 0.37% |
$835 - $927
|
4.92K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15+ 1.46% |
$696 - $772
|
1.04K
$52.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$418 - $463
|
3.05K
$154K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.14% |
$92.8 - $103
|
1.39K
$70.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-118- 1.51% |
$5.48K - $6.08K
|
7.7K
$389K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-142- 4.9% |
$6.59K - $7.31K
|
2.75K
$139K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-271- 1.3% |
$12.6K - $14K
|
20.5K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-516- 9.67% |
$23.9K - $26.6K
|
4.82K
$244K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-670- 1.19% |
$31.1K - $34.5K
|
55.6K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-782- 77.2% |
$36.3K - $40.3K
|
231
$11.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.06K- 1.13% |
$49.1K - $54.5K
|
92.4K
$4.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.06K- 6.55% |
$49.3K - $54.7K
|
15.2K
$766K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.35K- 6.45% |
$62.6K - $69.5K
|
19.6K
$988K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.66K- 1.19% |
$77K - $85.5K
|
138K
$6.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.69K- 8.95% |
$78.5K - $87.1K
|
17.2K
$869K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.84K- 13.59% |
$85.4K - $94.8K
|
11.7K
$591K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.23K- 16.01% |
$104K - $115K
|
11.7K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.35K- 2.11% |
$109K - $121K
|
109K
$5.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.33K- 7.19% |
$155K - $172K
|
43K
$2.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-3.44K- 35.65% |
$159K - $177K
|
6.2K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-3.91K- 4.59% |
$181K - $201K
|
81.3K
$4.1M
|