Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Us Small Cap Qua (DGRS)

DGRS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q4 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
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
69.7K
+ 124.68%
$2.56M - $3M
126K $6.36M
Jan 27, 2023 Q4 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
43.2K
New
$1.59M - $1.86M
43.2K $2.19M
May 15, 2023 Q4 2022
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
33K
New
$1.21M - $1.42M
33K $1.67M
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
17.8K
New
$653K - $765K
17.8K $900K
Feb 13, 2023 Q4 2022
Private Wealth Strategies, L.L.C.

BUY
 -
14.2K
+ 2.99%
$522K - $611K
490K $24.8M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.4K
+ 32773.17%
$494K - $578K
13.5K $682K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
11.1K
+ 10.88%
$410K - $480K
114K $5.75M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
10.2K
New
$373K - $437K
10.2K $514K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
8.21K
+ 492.97%
$302K - $353K
9.87K $500K
Jan 03, 2023 Q4 2022
Lvm Capital Management LTD

BUY
 -
7.35K
+ 11.41%
$270K - $316K
71.8K $3.63M
Feb 15, 2023 Q4 2022
Rmr Wealth Builders

BUY
 -
6.1K
New
$224K - $263K
6.1K $309K
Feb 14, 2023 Q4 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
5.25K
New
$193K - $226K
5.25K $266K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.02K
+ 233.22%
$184K - $216K
7.17K $363K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
4.17K
+ 12.0%
$153K - $180K
38.9K $1.97M
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
3.63K
+ 17.74%
$133K - $156K
24.1K $1.22M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2K
+ 25.14%
$73.6K - $86.2K
9.97K $504K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.49K
+ 19.99%
$54.9K - $64.3K
8.97K $454K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.41K
New
$51.8K - $60.6K
1.41K $71.3K
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
1.08K
+ 1.84%
$39.7K - $46.5K
60K $3.04M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
747
+ 0.26%
$27.5K - $32.2K
289K $14.6M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
704
+ 97.51%
$25.9K - $30.3K
1.43K $72.2K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
328
+ 118.41%
$12.1K - $14.1K
605 $30.6K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
241
New
$8.86K - $10.4K
241 $12.2K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
238
+ 5.11%
$8.75K - $10.2K
4.89K $248K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
182
+ 3.04%
$6.69K - $7.84K
6.18K $313K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
163
New
$5.99K - $7.02K
163 $8.25K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
148
+ 4.39%
$5.44K - $6.37K
3.52K $178K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
113
New
$4.15K - $4.86K
113 $5.72K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
67
+ 1.3%
$2.46K - $2.88K
5.22K $264K
Feb 06, 2023 Q4 2022
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
50
+ 0.88%
$1.84K - $2.15K
5.75K $291K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
4
+ 2.94%
$147 - $172
140 $7.09K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 1.14%
$73.5 - $86.1
178 $9.01K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
+ 0.43%
$36.8 - $43.1
231 $11.7K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
1
+ 1.27%
$36.8 - $43.1
80 $4.05K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-3
- 3.9%
$110 - $129
74 $3.75K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-72
- 9.52%
$2.65K - $3.1K
684 $34.6K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-100
- 4.54%
$3.68K - $4.31K
2.11K $107K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

SELL
 -
-111
- 2.06%
$4.08K - $4.78K
5.28K $267K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-144
- 8.21%
$5.29K - $6.2K
1.61K $81.5K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

SELL
 -
-373
- 6.51%
$13.7K - $16.1K
5.35K $271K
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-465
- 4.25%
$17.1K - $20K
10.5K $530K
Jan 27, 2023 Q4 2022
Clearwater Capital Advisors, LLC

SELL
 -
-514
- 8.34%
$18.9K - $22.1K
5.65K $286K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-799
- 0.51%
$29.4K - $34.4K
156K $7.89M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-1.1K
- 69.43%
$40.3K - $47.2K
483 $24.4K
Feb 02, 2023 Q4 2022
Waverton Investment Management LTD

SELL
 -
-1.1K
- 4.88%
$40.4K - $47.4K
21.4K $1.09M
Feb 07, 2023 Q4 2022
Altrius Capital Management Inc

New Bern, NC
SELL
 -
-1.16K
- 18.64%
$42.8K - $50.1K
5.08K $257K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.4K
- 5.21%
$51.6K - $60.4K
25.5K $1.29M
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
SELL
 -
-1.48K
- 4.79%
$54.2K - $63.5K
29.3K $1.48M

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