Latest Institutional Purchases of Wisdomtree Tr Us Small Cap Qua (DGRS)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Small Cap Qua (DGRS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.79K+ 6.6% |
$235K - $274K
|
93.5K
$4.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.06K+ 2.25% |
$124K - $145K
|
139K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.52K+ 9.73% |
$61.9K - $71.9K
|
17.2K
$837K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.07K+ 1.69% |
$43.6K - $50.7K
|
64.5K
$3.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 6.65% |
$41.1K - $47.8K
|
16.2K
$792K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
745+ 8.83% |
$30.3K - $35.2K
|
9.18K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
611+ 9.73% |
$24.8K - $28.9K
|
6.89K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
255+ 2.72% |
$10.4K - $12.1K
|
9.64K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200+ 7.42% |
$8.13K - $9.45K
|
2.9K
$141K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
116+ 0.96% |
$4.71K - $5.48K
|
12.2K
$595K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
80+ 0.96% |
$3.25K - $3.78K
|
8.44K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.18% |
$1.34K - $1.56K
|
1.54K
$75.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13+ 0.11% |
$528 - $615
|
12K
$587K
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
89.3K+ 791.83% |
$4.12M - $4.72M
|
101K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.2K+ 29.37% |
$4.07M - $4.66M
|
388K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.4KNew |
$2.32M - $2.67M
|
50.4K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.7K+ 264.36% |
$2.29M - $2.63M
|
68.5K
$3.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
49.4K+ 26.85% |
$2.28M - $2.61M
|
234K
$11.4M
|
|
|
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
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27.8K+ 148.6% |
$1.28M - $1.47M
|
46.5K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.8KNew |
$868K - $995K
|
18.8K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.2KNew |
$747K - $857K
|
16.2K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
14.8KNew |
$681K - $781K
|
14.8K
$720K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 2.07% |
$553K - $634K
|
591K
$28.8M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.6KNew |
$534K - $613K
|
11.6K
$565K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.42K+ 14.4% |
$435K - $499K
|
74.9K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.35K+ 19.27% |
$431K - $495K
|
57.9K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.65KNew |
$353K - $405K
|
7.65K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.56K+ 7.92% |
$303K - $347K
|
89.4K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.88KNew |
$271K - $311K
|
5.88K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.57K+ 11.36% |
$257K - $295K
|
54.6K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 5.27% |
$257K - $294K
|
111K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 191.78% |
$226K - $259K
|
7.46K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$207K - $238K
|
4.5K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.94K+ 4.01% |
$182K - $208K
|
102K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 1.2% |
$180K - $206K
|
329K
$16M
|
|
|
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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.25K+ 9.04% |
$104K - $119K
|
27.2K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.94K+ 11.22% |
$89.6K - $103K
|
19.3K
$939K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.73K+ 1542.86% |
$79.7K - $91.4K
|
1.84K
$89.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.01KNew |
$46.7K - $53.6K
|
1.01K
$49.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
865+ 6.49% |
$39.9K - $45.8K
|
14.2K
$692K
|
|
|
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 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
500+ 2.08% |
$23.1K - $26.5K
|
24.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
461+ 10.87% |
$21.3K - $24.4K
|
4.7K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
421+ 6.15% |
$19.4K - $22.3K
|
7.27K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 62.01% |
$18.8K - $21.6K
|
1.07K
$52K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
325+ 5.18% |
$15K - $17.2K
|
6.6K
$322K
|
|