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 |
---|---|---|---|---|---|---|---|
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
$144K
|
|
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
$439K
|
|
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
$279K
|
|
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
$53.2K
|
|
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
$9.36K
|
|
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
$48.8
|
|
Q2 2016 | |||||||
Nov 06, 2023
Q2 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-27Closed |
N/A
|
0
$0
|