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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
383+ 0.39% |
$19.3K - $21.7K
|
98.4K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-413- 1.64% |
$20.8K - $23.4K
|
24.7K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
141KNew |
$7.1M - $7.98M
|
141K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
317KNew |
$16M - $18M
|
317K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1K- 25.0% |
$50.3K - $56.6K
|
3K
$152K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.2K- 3.06% |
$212K - $238K
|
133K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 39.55% |
$17.6K - $19.8K
|
1.24K
$62.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.12KNew |
$107K - $120K
|
2.12K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-60- 0.32% |
$3.02K - $3.4K
|
18.8K
$955K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.1K+ 40.43% |
$711K - $799K
|
49.1K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.76K- 36.87% |
$139K - $156K
|
4.73K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.81K+ 95.58% |
$293K - $329K
|
11.9K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.43K+ 26.38% |
$72K - $81K
|
6.85K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
383+ 0.79% |
$19.3K - $21.7K
|
48.9K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.7K+ 2.74% |
$85.5K - $96.1K
|
63.6K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-25.6K- 68.71% |
$1.29M - $1.45M
|
11.7K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.2K+ 5.26% |
$666K - $749K
|
264K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.49K+ 7.39% |
$74.9K - $84.2K
|
21.6K
$1.1M
|
|
|
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 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-869K- 98.05% |
$43.8M - $49.2M
|
17.3K
$878K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
149+ 0.75% |
$7.5K - $8.43K
|
19.9K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
261New |
$13.1K - $14.8K
|
261
$13.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
184KNew |
$9.27M - $10.4M
|
184K
$9.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
9.05KNew |
$456K - $513K
|
9.05K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$575K - $647K
|
11.4K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
30.3K+ 75.9% |
$1.53M - $1.72M
|
70.3K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
109KNew |
$5.47M - $6.15M
|
109K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
501New |
$25.2K - $28.4K
|
501
$25.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3KNew |
$567K - $638K
|
11.3K
$572K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$1.75M - $1.97M
|
34.8K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.54% |
$755 - $849
|
990
$50.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.45K+ 6.92% |
$73.1K - $82.3K
|
22.5K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.03K- 18.01% |
$102K - $115K
|
9.23K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-55- 1.03% |
$2.77K - $3.11K
|
5.28K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-203- 4.18% |
$10.2K - $11.5K
|
4.65K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-797- 3.3% |
$40.1K - $45.1K
|
23.3K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 44.44% |
$5.03K - $5.66K
|
125
$6.34K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.31K- 2.71% |
$116K - $131K
|
83K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04KNew |
$203K - $229K
|
4.04K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-43.4K- 44.01% |
$2.19M - $2.46M
|
55.2K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$352 - $396
|
16K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6.79KNew |
$342K - $384K
|
6.79K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.4K- 5.48% |
$70.2K - $79K
|
24.1K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.1KNew |
$257K - $289K
|
5.1K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.45KNew |
$224K - $252K
|
4.45K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.69K+ 1.78% |
$438K - $492K
|
496K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.95% |
$7.6K - $8.55K
|
16K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
48.5KNew |
$2.44M - $2.75M
|
48.5K
$2.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.57% |
$1.76K - $1.98K
|
6.23K
$316K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
7.3K+ 5.72% |
$368K - $413K
|
135K
$6.85M
|