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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
457+ 62.43% |
$18.6K - $21.6K
|
1.19K
$57.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
275New |
$11.2K - $13K
|
275
$13.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$207K - $238K
|
4.5K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
408+ 62.01% |
$18.8K - $21.6K
|
1.07K
$51.2K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
37New |
$1.71K - $1.96K
|
37
$1.78K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
14+ 0.27% |
$646 - $741
|
5.18K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.77% |
$92.2 - $106
|
263
$12.6K
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
109KNew |
$5.47M - $6.15M
|
109K
$5.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.69K+ 1.78% |
$438K - $492K
|
496K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$264K - $297K
|
5.24K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4.45KNew |
$224K - $252K
|
4.45K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.05KNew |
$204K - $229K
|
4.05K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04KNew |
$203K - $229K
|
4.04K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.02KNew |
$203K - $228K
|
4.02K
$193K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.98K+ 19.01% |
$200K - $225K
|
24.9K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
383+ 0.79% |
$19.3K - $21.7K
|
48.9K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$15.1K - $17K
|
300
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
143New |
$7.2K - $8.1K
|
143
$6.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100+ 33.33% |
$5.03K - $5.66K
|
400
$19.2K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
15+ 1.54% |
$755 - $849
|
990
$47.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $170
|
4.24K
$204K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.8K+ 24.23% |
$1.42M - $1.61M
|
158K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27.2KNew |
$1.26M - $1.43M
|
27.2K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 13.14% |
$1.12M - $1.28M
|
210K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.13KNew |
$190K - $216K
|
4.13K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.08KNew |
$188K - $214K
|
4.08K
$196K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$138K - $157K
|
3K
$144K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 68.7% |
$88.4K - $100K
|
4.71K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
947New |
$43.7K - $49.6K
|
947
$45.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.12K - $2.41K
|
46
$2.21K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$1.43K - $1.62K
|
31
$1.49K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.2K+ 2.84% |
$702K - $750K
|
550K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3KNew |
$153K - $163K
|
3.3K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$2.96K - $3.16K
|
64
$3.08K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$925 - $988
|
20
$961
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$284K - $314K
|
6.33K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.25KNew |
$191K - $211K
|
4.25K
$204K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 7.62% |
$54K - $59.7K
|
17K
$816K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 3.42% |
$52.5K - $58K
|
35.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
121New |
$5.43K - $6.01K
|
121
$5.82K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.41% |
$225 - $248
|
359
$17.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$683K - $853K
|
17.7K
$852K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
591New |
$22.8K - $28.4K
|
591
$28.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$5.97K - $7.46K
|
155
$7.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$2.04K - $2.55K
|
53
$2.55K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.3K+ 134.15% |
$543K - $600K
|
23.3K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
940+ 6.23% |
$38.2K - $42.2K
|
16K
$770K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$6.75K - $7.46K
|
166
$7.98K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83+ 3.99% |
$3.38K - $3.73K
|
2.16K
$104K
|
|