Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.2K- 58.55% |
$2.09M - $2.23M
|
32K
$1.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-38.8K- 56.43% |
$1.79M - $1.92M
|
30K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-18.1K- 13.13% |
$838K - $895K
|
120K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.2K- 20.38% |
$471K - $504K
|
39.8K
$1.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.37K- 3.7% |
$249K - $265K
|
140K
$6.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.81K- 12.9% |
$176K - $188K
|
25.7K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.22K- 15.33% |
$149K - $159K
|
17.8K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.9K- 10.13% |
$134K - $143K
|
25.7K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.72K- 2.48% |
$126K - $134K
|
107K
$5.28M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.68K- 16.42% |
$124K - $132K
|
13.6K
$671K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.99K- 12.11% |
$92K - $98.3K
|
14.4K
$712K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.33K- 99.92% |
$61.4K - $65.5K
|
1
$49.3
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27K- 5.97% |
$58.8K - $62.8K
|
20K
$986K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 6.27% |
$50.5K - $54K
|
16.3K
$805K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1K- 10.58% |
$46.3K - $49.4K
|
8.45K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-689- 0.84% |
$31.9K - $34.1K
|
81.5K
$4.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-431- 8.56% |
$19.9K - $21.3K
|
4.61K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-420- 2.4% |
$19.4K - $20.8K
|
17.1K
$843K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-371- 28.87% |
$17.2K - $18.3K
|
914
$45.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 4.1% |
$11.2K - $12K
|
5.67K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-241- 2.35% |
$11.2K - $11.9K
|
10K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-211- 1.1% |
$9.76K - $10.4K
|
18.9K
$932K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 2.82% |
$9.25K - $9.88K
|
6.9K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-186- 2.65% |
$8.61K - $9.19K
|
6.85K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-182- 0.59% |
$8.42K - $8.99K
|
30.9K
$1.52M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94- 0.57% |
$4.35K - $4.65K
|
16.5K
$813K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-84- 0.4% |
$3.89K - $4.15K
|
20.7K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-77- 0.4% |
$3.56K - $3.81K
|
19.3K
$952K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 31.25% |
$2.31K - $2.47K
|
110
$5.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.23% |
$324 - $346
|
3.05K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.85% |
$46.3 - $49.4
|
53
$2.61K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 40.27% |
$254K - $280K
|
8.38K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-995- 53.12% |
$44.7K - $49.4K
|
878
$43.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-641- 13.57% |
$28.8K - $31.8K
|
4.08K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 1.53% |
$4.49K - $4.96K
|
6.42K
$317K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-583- 1.72% |
$22.5K - $28.1K
|
33.3K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 19.23% |
$13.5K - $16.8K
|
1.47K
$72.5K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 1.84% |
$116 - $144
|
160
$7.89K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.3K- 47.37% |
$93.5K - $103K
|
2.56K
$126K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-32- 0.61% |
$1.3K - $1.44K
|
5.25K
$259K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 17.53% |
$52.7K - $57.8K
|
6.38K
$314K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12- 1.74% |
$467 - $512
|
677
$33.4K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.21K- 24.35% |
$88.2K - $103K
|
6.86K
$338K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-704- 49.37% |
$28.1K - $32.9K
|
722
$35.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-398- 82.4% |
$15.9K - $18.6K
|
85
$4.19K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.16K- 18.64% |
$46.1K - $50.1K
|
5.08K
$251K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-514- 8.34% |
$20.4K - $22.1K
|
5.65K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-373- 6.51% |
$14.8K - $16.1K
|
5.35K
$264K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.78KClosed |
N/A
|
0
$0
|
|