Latest Institutional Transactions on Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Us Small Cap Qua (DGRS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 7.96% |
$1.5M - $1.75M
|
427K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-27.3K- 39.85% |
$1.11M - $1.29M
|
41.2K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-21.4K- 31.92% |
$870K - $1.01M
|
45.7K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-238K- 72.39% |
$9.67M - $11.2M
|
90.7K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.2KNew |
$456K - $530K
|
11.2K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 28.99% |
$218K - $254K
|
13.1K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-407- 7.41% |
$16.5K - $19.2K
|
5.08K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.64K+ 54.28% |
$392K - $456K
|
27.4K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17+ 0.36% |
$691 - $804
|
4.75K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.51% |
$81.3 - $94.5
|
396
$18.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14K+ 0.29% |
$46.5K - $54.1K
|
389K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.81K+ 54.52% |
$114K - $133K
|
7.96K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55K+ 15.48% |
$2.23M - $2.6M
|
410K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.38% |
$732 - $851
|
4.78K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
665+ 1.32% |
$27K - $31.4K
|
51K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-325- 4.92% |
$13.2K - $15.4K
|
6.28K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.19K- 15.75% |
$48.3K - $56.2K
|
6.36K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.24K+ 9.48% |
$335K - $389K
|
95.1K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.52K+ 74.74% |
$143K - $166K
|
8.22K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.98K- 2.23% |
$243K - $282K
|
262K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 162.5% |
$122K - $141K
|
4.83K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.79K+ 11.18% |
$195K - $226K
|
47.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.07K+ 21.2% |
$165K - $192K
|
23.2K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 6.56% |
$1.57M - $1.83M
|
629K
$30M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
275New |
$11.2K - $13K
|
275
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.63K- 4.53% |
$188K - $219K
|
97.7K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.9K+ 6.98% |
$77.1K - $89.6K
|
29.1K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 1.56% |
$56.8K - $66.1K
|
90.8K
$4.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-787- 4.18% |
$32K - $37.2K
|
18K
$860K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
46.3KNew |
$1.88M - $2.19M
|
46.3K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.62K+ 15.05% |
$147K - $171K
|
27.7K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 7.34% |
$50.4K - $58.6K
|
15.6K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
847+ 5.48% |
$34.4K - $40K
|
16.3K
$777K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.47K- 10.85% |
$59.9K - $69.7K
|
12.1K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 62.43% |
$18.6K - $21.6K
|
1.19K
$56.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.46% |
$406 - $473
|
2.2K
$105K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.12% |
$935 - $1.09K
|
19.6K
$936K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-22.6K- 74.32% |
$920K - $1.07M
|
7.82K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515+ 0.46% |
$20.9K - $24.3K
|
112K
$5.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.8K+ 152.86% |
$1.01M - $1.17M
|
41K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.92K- 74.01% |
$119K - $138K
|
1.03K
$48.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
657+ 89.63% |
$26.7K - $31.1K
|
1.39K
$66.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
298+ 1.55% |
$12.1K - $14.1K
|
19.6K
$932K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$40.7K - $47.4K
|
1K
$47.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.28K+ 4.38% |
$133K - $155K
|
78.2K
$3.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 7.6% |
$6.54K - $7.61K
|
1.96K
$93.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
300+ 5.11% |
$12.2K - $14.2K
|
6.18K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.99K- 2.33% |
$122K - $141K
|
125K
$5.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
132+ 1.82% |
$5.36K - $6.24K
|
7.4K
$353K
|