Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
872K+ 5902.78% |
$43.9M - $49.4M
|
887K
$44.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
317KNew |
$16M - $18M
|
317K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
184KNew |
$9.27M - $10.4M
|
184K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
141KNew |
$7.1M - $7.98M
|
141K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
109KNew |
$5.47M - $6.15M
|
109K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.3K+ 15.19% |
$3.84M - $4.32M
|
579K
$29.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48.5KNew |
$2.44M - $2.75M
|
48.5K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$1.75M - $1.97M
|
34.8K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
30.3K+ 75.9% |
$1.53M - $1.72M
|
70.3K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 40.43% |
$711K - $799K
|
49.1K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13.3K+ 245.29% |
$669K - $753K
|
18.7K
$947K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 5.26% |
$666K - $749K
|
264K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 13.53% |
$634K - $713K
|
106K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$575K - $647K
|
11.4K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3KNew |
$567K - $638K
|
11.3K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4KNew |
$524K - $589K
|
10.4K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
9.05KNew |
$456K - $513K
|
9.05K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.69K+ 1.78% |
$438K - $492K
|
496K
$25.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
7.3K+ 5.72% |
$368K - $413K
|
135K
$6.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6.79KNew |
$342K - $384K
|
6.79K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.81K+ 95.58% |
$293K - $329K
|
11.9K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1KNew |
$257K - $289K
|
5.1K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.45KNew |
$224K - $252K
|
4.45K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04KNew |
$203K - $229K
|
4.04K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.45K+ 66.25% |
$174K - $195K
|
8.65K
$438K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.12KNew |
$107K - $120K
|
2.12K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.91K+ 5.2% |
$96.1K - $108K
|
38.6K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.7K+ 2.74% |
$85.5K - $96.1K
|
63.6K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.62K+ 13.81% |
$81.4K - $91.5K
|
13.3K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 7.39% |
$74.9K - $84.2K
|
21.6K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.45K+ 6.92% |
$73.1K - $82.3K
|
22.5K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.43K+ 26.38% |
$72K - $81K
|
6.85K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.08K+ 22.57% |
$54.4K - $61.1K
|
5.87K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
788New |
$39.7K - $44.6K
|
788
$39.9K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
618+ 22.55% |
$31.1K - $35K
|
3.36K
$170K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
501New |
$25.2K - $28.4K
|
501
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
383+ 0.39% |
$19.3K - $21.7K
|
98.4K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
383+ 0.79% |
$19.3K - $21.7K
|
48.9K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
353+ 6.72% |
$17.8K - $20K
|
5.6K
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 39.55% |
$17.6K - $19.8K
|
1.24K
$62.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
261New |
$13.1K - $14.8K
|
261
$13.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.95% |
$7.6K - $8.55K
|
16K
$811K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
149+ 0.75% |
$7.5K - $8.43K
|
19.9K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.57% |
$1.76K - $1.98K
|
6.23K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.54% |
$755 - $849
|
990
$50.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$352 - $396
|
16K
$808K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $170
|
4.24K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.04% |
$50.3 - $56.6
|
2.84K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 1.03% |
$2.77K - $3.11K
|
5.28K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-60- 0.32% |
$3.02K - $3.4K
|
18.8K
$952K
|