Insight Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

Insight Advisors, LLC

$359 Million
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$39.98 - $46.79 $88,235 - $103,265	-2,207 Reduced 24.35%	6,858 $285,000
Q4 2022 Feb 21, 2023	SELL	$36.76 - $43.05 $74,659 - $87,434	-2,031 Reduced 18.3%	9,065 $364,000
Q3 2022 Dec 12, 2022	BUY	$35.95 - $44.82 $9,347 - $11,653	260 Added 2.4%	11,096 $399,000
Q2 2022 Aug 11, 2022	BUY	$38.41 - $45.16 $119,839 - $140,899	3,120 Added 40.44%	10,836 $460,000
Q1 2022 May 13, 2022	BUY	$43.39 - $48.29 $56,320 - $62,680	1,298 Added 20.22%	7,716 $344,000
Q4 2021 Feb 09, 2022	BUY	$44.94 - $48.57 $49,478 - $53,475	1,101 Added 20.71%	6,418 $305,000
Q3 2021 Nov 12, 2021	BUY	$43.54 - $46.82 $231,502 - $248,941	5,317 New	5,317 $252,000

Others Institutions Holding DGRS

# of Institutions

135

Shares Held

7.12M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

887K
Shares

$37.7 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

579K
Shares

$24.6 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$23.4 Million
5.29% of portfolio
Morgan Stanley New York, NY

481K
Shares

$20.4 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

480K
Shares

$20.4 Million
0.11% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

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