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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
65+ 1.23% |
$3K - $3.4K
|
5.34K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.12K - $2.41K
|
46
$2.57K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31New |
$1.43K - $1.62K
|
31
$1.73K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6+ 0.04% |
$277 - $314
|
16.5K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.5% |
$46.1 - $52.4
|
202
$11.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$46.1 - $52.4
|
2
$112
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.8KNew |
$2.95M - $3.15M
|
63.8K
$3.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.2K+ 2.84% |
$702K - $750K
|
550K
$30.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.3KNew |
$153K - $163K
|
3.3K
$184K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
3.04K+ 2.44% |
$141K - $150K
|
128K
$7.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
175New |
$8.1K - $8.65K
|
175
$9.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$2.96K - $3.16K
|
64
$3.57K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$925 - $988
|
20
$1.12K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$284K - $314K
|
6.33K
$353K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.9KNew |
$220K - $243K
|
4.9K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.25KNew |
$191K - $211K
|
4.25K
$237K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 7.62% |
$54K - $59.7K
|
17K
$947K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 3.42% |
$52.5K - $58K
|
35.3K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
790+ 4.37% |
$35.5K - $39.2K
|
18.9K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
121New |
$5.43K - $6.01K
|
121
$6.75K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.41% |
$225 - $248
|
359
$20K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$734K - $917K
|
19.1K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$683K - $853K
|
17.7K
$989K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
591New |
$22.8K - $28.4K
|
591
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
155New |
$5.97K - $7.46K
|
155
$8.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53New |
$2.04K - $2.55K
|
53
$2.96K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
50+ 5.41% |
$1.93K - $2.41K
|
975
$54.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
13.3K+ 134.15% |
$543K - $600K
|
23.3K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
940+ 6.23% |
$38.2K - $42.2K
|
16K
$894K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$6.75K - $7.46K
|
166
$9.26K
|
|
|
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
$121K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6KNew |
$411K - $451K
|
10.6K
$590K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.6KNew |
$101K - $111K
|
2.6K
$145K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
112+ 20.51% |
$4.48K - $5.24K
|
658
$36.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
97+ 16.03% |
$3.88K - $4.54K
|
702
$39.2K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
241New |
$8.86K - $10.4K
|
241
$13.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
113New |
$4.15K - $4.86K
|
113
$6.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 2.94% |
$147 - $172
|
140
$7.81K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.14% |
$73.5 - $86.1
|
178
$9.93K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 1.27% |
$36.8 - $43.1
|
80
$4.46K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5KNew |
$413K - $514K
|
11.5K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.97K+ 28.26% |
$107K - $133K
|
13.5K
$753K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 2.96% |
$144 - $179
|
139
$7.75K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.07KNew |
$41.2K - $48.4K
|
1.07K
$59.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192New |
$7.37K - $8.67K
|
192
$10.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
13New |
$499 - $587
|
13
$725
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
203New |
$8.81K - $9.8K
|
203
$11.3K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.98KNew |
$173K - $186K
|
3.98K
$222K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.4KNew |
$183K - $211K
|
6.4K
$357K
|
|