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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 44.44% |
$5.03K - $5.66K
|
125
$6.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203- 4.18% |
$10.2K - $11.5K
|
4.65K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 1.64% |
$20.8K - $23.4K
|
24.7K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-668- 2.14% |
$33.6K - $37.8K
|
30.5K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-797- 3.3% |
$40.1K - $45.1K
|
23.3K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1K- 25.0% |
$50.3K - $56.6K
|
3K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.28K- 8.13% |
$64.5K - $72.6K
|
14.5K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.4K- 5.48% |
$70.2K - $79K
|
24.1K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.03K- 18.01% |
$102K - $115K
|
9.23K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$116K - $131K
|
83K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.33K- 35.41% |
$117K - $132K
|
4.24K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.76K- 36.87% |
$139K - $156K
|
4.73K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.2K- 3.06% |
$212K - $238K
|
133K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-25.6K- 68.71% |
$1.29M - $1.45M
|
11.7K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-43.4K- 44.01% |
$2.19M - $2.46M
|
55.2K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-869K- 98.05% |
$43.8M - $49.2M
|
17.3K
$876K
|