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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27.8K+ 148.6% |
$1.28M - $1.47M
|
46.5K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38+ 0.81% |
$1.75K - $2.01K
|
4.73K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.94K+ 4.01% |
$182K - $208K
|
102K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-759- 22.6% |
$35K - $40.2K
|
2.6K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
500+ 2.08% |
$23.1K - $26.5K
|
24.6K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-113- 2.02% |
$5.21K - $5.98K
|
5.49K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
865+ 6.49% |
$39.9K - $45.8K
|
14.2K
$692K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 20.0% |
$507 - $582
|
44
$2.15K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.87K- 3.65% |
$224K - $257K
|
128K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.6KNew |
$534K - $613K
|
11.6K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 5.27% |
$257K - $294K
|
111K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.2K- 76.78% |
$194K - $222K
|
1.27K
$61.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$207K - $238K
|
4.5K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-389- 7.36% |
$17.9K - $20.6K
|
4.89K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42K+ 14.4% |
$435K - $499K
|
74.9K
$3.65M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-889- 6.14% |
$41K - $47K
|
13.6K
$663K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
37New |
$1.71K - $1.96K
|
37
$1.8K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.88KNew |
$271K - $311K
|
5.88K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
14+ 0.27% |
$646 - $741
|
5.18K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 2.07% |
$553K - $634K
|
591K
$28.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 20.0% |
$1.15K - $1.32K
|
100
$4.88K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
527+ 3.22% |
$24.3K - $27.9K
|
16.9K
$823K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
520+ 8.87% |
$24K - $27.5K
|
6.39K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.27K+ 482.3% |
$151K - $173K
|
3.95K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.46K+ 11.38% |
$113K - $130K
|
24.1K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
68+ 3.21% |
$3.14K - $3.6K
|
2.19K
$107K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.57K+ 11.36% |
$257K - $295K
|
54.6K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89.3K+ 791.83% |
$4.12M - $4.72M
|
101K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-320- 1.61% |
$14.8K - $16.9K
|
19.6K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-33- 0.11% |
$1.52K - $1.75K
|
30.5K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.78K- 36.05% |
$359K - $411K
|
13.8K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 11.22% |
$89.6K - $103K
|
19.3K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$46.7K - $53.6K
|
1.01K
$49.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325+ 5.18% |
$15K - $17.2K
|
6.6K
$322K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-732- 49.97% |
$33.8K - $38.7K
|
733
$35.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-719- 25.34% |
$33.2K - $38K
|
2.12K
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5- 0.04% |
$231 - $265
|
11.9K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-360- 1.74% |
$16.6K - $19K
|
20.3K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.8KNew |
$868K - $995K
|
18.8K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 7.92% |
$303K - $347K
|
89.4K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.8KNew |
$681K - $781K
|
14.8K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 62.01% |
$18.8K - $21.6K
|
1.07K
$52K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-124- 2.43% |
$5.72K - $6.56K
|
4.98K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.31K- 10.3% |
$107K - $122K
|
20.1K
$982K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.77% |
$92.2 - $106
|
263
$12.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-47- 7.5% |
$2.17K - $2.49K
|
580
$28.3K
|