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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
745+ 8.83% |
$30.3K - $35.2K
|
9.18K
$448K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 5.71% |
$9.71K - $11.3K
|
3.95K
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 16.18% |
$41.9K - $48.7K
|
5.34K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-29.7K- 58.81% |
$1.21M - $1.4M
|
20.8K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
80+ 0.96% |
$3.25K - $3.78K
|
8.44K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-528- 2.72% |
$21.5K - $25K
|
18.9K
$922K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
255+ 2.72% |
$10.4K - $12.1K
|
9.64K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.3K- 24.09% |
$175K - $203K
|
13.5K
$660K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.07K+ 1.69% |
$43.6K - $50.7K
|
64.5K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.79K+ 6.6% |
$235K - $274K
|
93.5K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200+ 7.42% |
$8.13K - $9.45K
|
2.9K
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 27.11% |
$147K - $171K
|
9.71K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.52K+ 9.73% |
$61.9K - $71.9K
|
17.2K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 18.47% |
$105K - $123K
|
11.5K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-25- 22.73% |
$1.02K - $1.18K
|
85
$4.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13+ 0.11% |
$528 - $615
|
12K
$587K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 6.65% |
$41.1K - $47.8K
|
16.2K
$792K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
116+ 0.96% |
$4.71K - $5.48K
|
12.2K
$595K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
611+ 9.73% |
$24.8K - $28.9K
|
6.89K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.18% |
$1.34K - $1.56K
|
1.54K
$75.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.06K+ 2.25% |
$124K - $145K
|
139K
$6.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-189- 1.34% |
$7.68K - $8.93K
|
13.9K
$680K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-19.1KClosed |
$880K - $1.01M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.73K+ 1542.86% |
$79.7K - $91.4K
|
1.84K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.25% |
$46.1 - $52.9
|
394
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
111+ 0.6% |
$5.12K - $5.87K
|
18.5K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.2K+ 29.37% |
$4.07M - $4.66M
|
388K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.1K- 3.56% |
$789K - $905K
|
464K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-212K- 44.08% |
$9.76M - $11.2M
|
268K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.64K- 9.04% |
$398K - $457K
|
86.9K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.7K+ 264.36% |
$2.29M - $2.63M
|
68.5K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-809- 9.68% |
$37.3K - $42.8K
|
7.55K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-372- 2.35% |
$17.2K - $19.7K
|
15.4K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.25K+ 9.04% |
$104K - $119K
|
27.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 40.47% |
$161K - $185K
|
5.15K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 33.55% |
$500K - $574K
|
21.5K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461+ 10.87% |
$21.3K - $24.4K
|
4.7K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.4K- 65.28% |
$1.54M - $1.77M
|
17.8K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
37+ 0.78% |
$1.71K - $1.96K
|
4.77K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-11.8K- 35.43% |
$542K - $622K
|
21.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.87K- 28.85% |
$86.3K - $99K
|
4.62K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.4KNew |
$2.32M - $2.67M
|
50.4K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.2KNew |
$747K - $857K
|
16.2K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3.19K- 4.54% |
$147K - $169K
|
67.1K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
183+ 18300.0% |
$8.44K - $9.68K
|
184
$8.97K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33- 5.08% |
$1.52K - $1.75K
|
616
$30K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 191.78% |
$226K - $259K
|
7.46K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.8K+ 11.91% |
$1.74M - $2M
|
355K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 1.2% |
$180K - $206K
|
329K
$16M
|
|