Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
221K+ 9678.93% |
$8.51M - $10.6M
|
223K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
46.8K+ 264.42% |
$1.8M - $2.25M
|
64.6K
$3.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.9KNew |
$1.11M - $1.39M
|
28.9K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23K+ 9.16% |
$888K - $1.11M
|
275K
$15.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.8K+ 223.6% |
$841K - $1.05M
|
31.6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
$738K - $922K
|
19.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$734K - $917K
|
19.1K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$683K - $853K
|
17.7K
$995K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14KNew |
$540K - $675K
|
14K
$787K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
10.7K+ 10.86% |
$412K - $515K
|
109K
$6.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10.1K+ 1.95% |
$388K - $485K
|
526K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.47K+ 3.06% |
$326K - $408K
|
285K
$16M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.4K+ 69.54% |
$285K - $356K
|
18K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.86K+ 37.71% |
$226K - $282K
|
21.4K
$1.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.79KNew |
$223K - $279K
|
5.79K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.87K+ 3.18% |
$188K - $234K
|
158K
$8.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.72KNew |
$182K - $227K
|
4.72K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.53KNew |
$175K - $218K
|
4.53K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.86K+ 23.03% |
$110K - $137K
|
15.3K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 23.27% |
$106K - $132K
|
14.6K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.87KNew |
$72.1K - $90.1K
|
1.87K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 351.15% |
$70.6K - $88.2K
|
2.36K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 8.6% |
$51.3K - $64.2K
|
16.8K
$945K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 16.51% |
$45.8K - $57.3K
|
8.4K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.13K+ 123.36% |
$43.3K - $54.1K
|
2.04K
$114K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
949New |
$36.6K - $45.7K
|
949
$53.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
892+ 3.77% |
$34.4K - $42.9K
|
24.5K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
677+ 38.12% |
$26.1K - $32.6K
|
2.45K
$138K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
591New |
$22.8K - $28.4K
|
591
$33.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
472+ 4.83% |
$18.2K - $22.7K
|
10.2K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
379+ 19.58% |
$14.6K - $18.2K
|
2.32K
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
334+ 12.26% |
$12.9K - $16.1K
|
3.06K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
159New |
$6.12K - $7.65K
|
159
$8.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$5.97K - $7.46K
|
155
$8.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
150+ 1.31% |
$5.78K - $7.22K
|
11.6K
$653K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
118+ 2.19% |
$4.55K - $5.68K
|
5.51K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$2.04K - $2.55K
|
53
$2.98K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
50+ 5.41% |
$1.93K - $2.41K
|
975
$54.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.68% |
$1.43K - $1.78K
|
5.47K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 0.66% |
$770 - $963
|
3.04K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.89% |
$38.5 - $48.1
|
54
$3.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 1.84% |
$116 - $144
|
160
$8.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31- 0.63% |
$1.19K - $1.49K
|
4.87K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-40- 0.57% |
$1.54K - $1.93K
|
7.03K
$395K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-43- 0.8% |
$1.66K - $2.07K
|
5.34K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-43- 0.05% |
$1.66K - $2.07K
|
88.1K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-220- 0.64% |
$8.47K - $10.6K
|
34.2K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-245- 1.32% |
$9.44K - $11.8K
|
18.4K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-261- 5.23% |
$10.1K - $12.6K
|
4.73K
$265K
|