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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55K+ 15.48% |
$2.23M - $2.6M
|
410K
$19.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
46.3KNew |
$1.88M - $2.19M
|
46.3K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 6.56% |
$1.57M - $1.83M
|
629K
$30M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.8K+ 152.86% |
$1.01M - $1.17M
|
41K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
19.8K+ 34.22% |
$805K - $936K
|
77.7K
$3.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17.4K+ 7.44% |
$706K - $822K
|
251K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.2KNew |
$456K - $530K
|
11.2K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.64K+ 54.28% |
$392K - $456K
|
27.4K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.24K+ 9.48% |
$335K - $389K
|
95.1K
$4.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
5.79K+ 6.6% |
$235K - $274K
|
93.5K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
4.79K+ 11.18% |
$195K - $226K
|
47.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.07K+ 21.2% |
$165K - $192K
|
23.2K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.62K+ 15.05% |
$147K - $171K
|
27.7K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.6K+ 3.58% |
$146K - $170K
|
104K
$4.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.52K+ 74.74% |
$143K - $166K
|
8.22K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.28K+ 4.38% |
$133K - $155K
|
78.2K
$3.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
3.06K+ 2.25% |
$124K - $145K
|
139K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 162.5% |
$122K - $141K
|
4.83K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.81K+ 54.52% |
$114K - $133K
|
7.96K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.53K+ 17.13% |
$103K - $120K
|
17.3K
$825K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.9K+ 6.98% |
$77.1K - $89.6K
|
29.1K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 2.97% |
$66K - $76.8K
|
56.2K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
1.52K+ 9.73% |
$61.9K - $71.9K
|
17.2K
$819K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 1.56% |
$56.8K - $66.1K
|
90.8K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.14K+ 0.29% |
$46.5K - $54.1K
|
389K
$18.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.13K+ 17.62% |
$45.7K - $53.2K
|
7.51K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.07K+ 1.69% |
$43.6K - $50.7K
|
64.5K
$3.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 6.65% |
$41.1K - $47.8K
|
16.2K
$774K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1KNew |
$40.7K - $47.4K
|
1K
$47.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
847+ 5.48% |
$34.4K - $40K
|
16.3K
$777K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
772+ 3.83% |
$31.4K - $36.5K
|
20.9K
$997K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
745+ 8.83% |
$30.3K - $35.2K
|
9.18K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
665+ 1.32% |
$27K - $31.4K
|
51K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
657+ 89.63% |
$26.7K - $31.1K
|
1.39K
$66.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
611+ 9.73% |
$24.8K - $28.9K
|
6.89K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515+ 0.46% |
$20.9K - $24.3K
|
112K
$5.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 62.43% |
$18.6K - $21.6K
|
1.19K
$56.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
319+ 2.31% |
$13K - $15.1K
|
14.1K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
300+ 5.11% |
$12.2K - $14.2K
|
6.18K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
298+ 1.55% |
$12.1K - $14.1K
|
19.6K
$932K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
275New |
$11.2K - $13K
|
275
$13.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
255+ 2.72% |
$10.4K - $12.1K
|
9.64K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
200+ 7.42% |
$8.13K - $9.45K
|
2.9K
$138K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
143+ 0.58% |
$5.81K - $6.76K
|
24.7K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
132+ 1.82% |
$5.36K - $6.24K
|
7.4K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
116+ 0.96% |
$4.71K - $5.48K
|
12.2K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
80+ 0.96% |
$3.25K - $3.78K
|
8.44K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 2.18% |
$1.34K - $1.56K
|
1.54K
$73.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.12% |
$935 - $1.09K
|
19.6K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.38% |
$732 - $851
|
4.78K
$228K
|