Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Us Small Cap Qua (DGRS)
This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US SMALL CAP QUA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 49.85% |
$6.15M - $6.79M
|
411K
$21.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 49.85% |
$6.15M - $6.79M
|
411K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94.7KNew |
$4.25M - $4.7M
|
94.7K
$4.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
53K+ 12.79% |
$2.38M - $2.63M
|
467K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.6K+ 214.42% |
$2.36M - $2.61M
|
77.2K
$3.96M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.2K+ 141.23% |
$2.03M - $2.24M
|
77.2K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
38.5KNew |
$1.73M - $1.91M
|
38.5K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.8K+ 15.23% |
$1.65M - $1.82M
|
278K
$14.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.4K+ 8.84% |
$1.5M - $1.66M
|
411K
$21.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3KNew |
$732K - $809K
|
16.3K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
15.4K+ 14.13% |
$693K - $766K
|
125K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
8.98K+ 1.71% |
$403K - $446K
|
535K
$27.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
8.79KNew |
$395K - $436K
|
8.79K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.82K+ 58.1% |
$351K - $388K
|
21.3K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.7K+ 15.47% |
$301K - $332K
|
50K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.33KNew |
$284K - $314K
|
6.33K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.23K+ 2.79% |
$280K - $309K
|
229K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.91KNew |
$265K - $293K
|
5.91K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.27K+ 45.3% |
$237K - $261K
|
16.9K
$868K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.9KNew |
$220K - $243K
|
4.9K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.82K+ 33.09% |
$216K - $239K
|
19.4K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.25KNew |
$191K - $211K
|
4.25K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.23KNew |
$190K - $210K
|
4.23K
$217K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.2K+ 6.5% |
$189K - $208K
|
68.8K
$3.53M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.17KNew |
$187K - $207K
|
4.17K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
3.66K+ 63.23% |
$164K - $182K
|
9.45K
$485K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2.6KNew |
$117K - $129K
|
2.6K
$134K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 75.46% |
$83.1K - $91.9K
|
4.3K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.82K+ 4.26% |
$81.5K - $90.1K
|
44.5K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 36.69% |
$80.2K - $88.7K
|
6.65K
$342K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.29KNew |
$57.7K - $63.8K
|
1.29K
$66K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 7.62% |
$54K - $59.7K
|
17K
$872K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.17K+ 3.42% |
$52.5K - $58K
|
35.3K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.15K+ 3.84% |
$51.6K - $57.1K
|
31.1K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
944New |
$42.4K - $46.9K
|
944
$48.5K
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
790+ 4.37% |
$35.5K - $39.2K
|
18.9K
$969K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
656+ 2.27% |
$29.5K - $32.6K
|
29.5K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
565+ 10.25% |
$25.4K - $28K
|
6.08K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
457+ 19.74% |
$20.5K - $22.7K
|
2.77K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 5.31% |
$13K - $14.4K
|
5.76K
$296K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$8.98K - $9.93K
|
200
$10.3K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
121New |
$5.43K - $6.01K
|
121
$6.21K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 1.13% |
$1.03K - $1.14K
|
2.06K
$106K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.41% |
$225 - $248
|
359
$18.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.02% |
$180 - $199
|
20.8K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$89.8 - $99.3
|
3.06K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.63% |
$44.9 - $49.6
|
160
$8.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-28- 0.1% |
$1.26K - $1.39K
|
28.6K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.18% |
$1.53K - $1.69K
|
19.1K
$982K
|