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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.33K+ 64.81% |
$107K - $122K
|
5.93K
$330K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$1.43K - $1.62K
|
31
$1.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 19.38% |
$169K - $192K
|
22.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 1.01% |
$147K - $167K
|
320K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1KNew |
$1.48M - $1.68M
|
32.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 51.88% |
$3.83K - $4.35K
|
77
$4.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
23.9KNew |
$1.1M - $1.25M
|
23.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16- 0.37% |
$738 - $838
|
4.35K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 9.57% |
$472K - $536K
|
117K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.9K+ 8.96% |
$1.56M - $1.77M
|
412K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
9.59K+ 113.49% |
$442K - $502K
|
18K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.9K+ 178.01% |
$2.63M - $2.98M
|
88.9K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.64K- 28.87% |
$352K - $400K
|
18.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
300New |
$13.8K - $15.7K
|
300
$16.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.5% |
$46.1 - $52.4
|
202
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
155+ 2.94% |
$7.15K - $8.12K
|
5.42K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.97K- 43.25% |
$183K - $208K
|
5.2K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$46.1 - $52.4
|
2
$112
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.08K- 24.33% |
$373K - $423K
|
25.1K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-713- 14.4% |
$32.9K - $37.3K
|
4.24K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-78- 1.14% |
$3.6K - $4.09K
|
6.77K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-217- 1.59% |
$10K - $11.4K
|
13.4K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$966K - $1.1M
|
20.9K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4K+ 272.11% |
$185K - $210K
|
5.47K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
141+ 5.42% |
$6.5K - $7.39K
|
2.74K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.26K- 39.32% |
$196K - $223K
|
6.57K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-658- 50.34% |
$30.4K - $34.5K
|
649
$36.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.03K- 11.42% |
$93.7K - $106K
|
15.8K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
36.7KNew |
$1.69M - $1.92M
|
36.7K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.8KNew |
$681K - $774K
|
14.8K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136+ 18.16% |
$6.27K - $7.12K
|
885
$49.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
14.2K+ 55.44% |
$657K - $746K
|
39.9K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.08KNew |
$188K - $214K
|
4.08K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02K- 58.29% |
$47.2K - $53.6K
|
732
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.29K- 41.45% |
$382K - $434K
|
11.7K
$653K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.49KNew |
$345K - $392K
|
7.49K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-719- 0.14% |
$33.2K - $37.7K
|
502K
$28M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
249+ 0.81% |
$11.5K - $13K
|
31.2K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4KNew |
$185K - $210K
|
4K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.36K- 1.69% |
$109K - $124K
|
137K
$7.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
891+ 2.24% |
$41.1K - $46.7K
|
40.7K
$2.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.08KNew |
$281K - $319K
|
6.08K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-222- 4.87% |
$10.2K - $11.6K
|
4.33K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.06K+ 129.8% |
$141K - $160K
|
5.42K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-272- 5.91% |
$12.5K - $14.2K
|
4.33K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.8K+ 1.13% |
$129K - $146K
|
251K
$14M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 13.21% |
$323 - $367
|
46
$2.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.81K+ 4.67% |
$176K - $199K
|
85.3K
$4.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-287- 0.29% |
$13.2K - $15K
|
98K
$5.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
826+ 19.79% |
$38.1K - $43.3K
|
5K
$279K
|