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 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-55- 12.88% |
$2.11K - $2.48K
|
372
$20.8K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
203New |
$8.81K - $9.8K
|
203
$11.3K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$130K - $145K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 10.0% |
$1.12K - $1.21K
|
225
$12.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-637Closed |
$28.6K - $30.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.98KNew |
$173K - $186K
|
3.98K
$222K
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-15.7KClosed |
$681K - $733K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-844- 57.38% |
$36.7K - $39.5K
|
627
$35K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.41KClosed |
$192K - $206K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.38KClosed |
$191K - $205K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-500Closed |
$21.8K - $23.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-17.7KClosed |
$804K - $859K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.86KClosed |
$229K - $282K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41.3KClosed |
$1.61M - $1.98M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-200Closed |
$6.19K - $8.02K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-624Closed |
$17.9K - $20.6K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$183K - $211K
|
6.4K
$357K
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-8.29KClosed |
$238K - $274K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.4K- 32.18% |
$32K - $46.2K
|
2.95K
$165K
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.22KClosed |
$188K - $271K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-606Closed |
$13.8K - $20K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Capital Management Corp
|
SELL
|
- |
-1.8K- 16.67% |
$41.1K - $59.4K
|
9K
$502K
|
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-540Closed |
$12.3K - $17.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-7.02KClosed |
$147K - $268K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-600Closed |
$12.6K - $22.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-150- 2.55% |
$3.15K - $5.72K
|
5.73K
$319K
|
|
|
Apr 24, 2020
Q1 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7Closed |
$147 - $267
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-322Closed |
$6.76K - $12.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$36.9K - $41.6K
|
1.09K
$60.9K
|
|
| Q3 2019 | |||||||
|
Sep 04, 2020
Q3 2019
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14.8KClosed |
$514K - $537K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
192New |
$6.67K - $6.97K
|
192
$10.7K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-290Closed |
$10.1K - $10.5K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.21KClosed |
$285K - $298K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-2.97KClosed |
$103K - $108K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4.82KClosed |
$167K - $175K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.46KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-395Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-633Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Seneca House Advisors
|
SELL
|
- |
-7.04KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-92Closed |
N/A
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-47.2KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.3KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$55.8
|
|
| Q2 2016 | |||||||
|
Nov 06, 2023
Q2 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|