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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 19.23% |
$13.5K - $16.8K
|
1.47K
$82.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-365- 1.2% |
$14.1K - $17.6K
|
29.9K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-583- 1.72% |
$22.5K - $28.1K
|
33.3K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-590- 3.16% |
$22.7K - $28.4K
|
18.1K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-991- 5.32% |
$38.2K - $47.7K
|
17.6K
$990K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1K- 2.26% |
$38.6K - $48.2K
|
43.3K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.02K- 13.05% |
$77.8K - $97.2K
|
13.5K
$755K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 12.33% |
$82.2K - $103K
|
15.2K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.54K- 8.67% |
$97.7K - $122K
|
26.7K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.67K- 1.71% |
$103K - $128K
|
153K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.34K- 7.27% |
$129K - $161K
|
42.6K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.53K- 17.87% |
$174K - $218K
|
20.8K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.64K- 4.69% |
$217K - $272K
|
115K
$6.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-7.19K- 20.08% |
$277K - $346K
|
28.6K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8.79K- 5.65% |
$339K - $423K
|
147K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.8K- 49.57% |
$339K - $423K
|
8.95K
$503K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.4K- 43.5% |
$400K - $499K
|
13.5K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.5K- 9.86% |
$482K - $602K
|
114K
$6.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.6K- 9.69% |
$601K - $751K
|
146K
$8.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-59.9K- 12.63% |
$2.31M - $2.88M
|
414K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-66.5K- 21.6% |
$2.56M - $3.2M
|
241K
$13.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-103K- 27.36% |
$3.98M - $4.98M
|
275K
$15.4M
|