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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.18% |
$1.53K - $1.69K
|
19.1K
$961K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-78- 1.52% |
$3.5K - $3.87K
|
5.04K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-89- 1.67% |
$4K - $4.42K
|
5.25K
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 1.53% |
$4.49K - $4.96K
|
6.42K
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-104- 0.59% |
$4.67K - $5.16K
|
17.5K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-254- 1.51% |
$11.4K - $12.6K
|
16.6K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504- 11.12% |
$22.6K - $25K
|
4.03K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-583- 0.2% |
$26.2K - $28.9K
|
285K
$14.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-641- 13.57% |
$28.8K - $31.8K
|
4.08K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-897- 5.91% |
$40.3K - $44.5K
|
14.3K
$717K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-942- 5.13% |
$42.3K - $46.8K
|
17.4K
$875K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-995- 53.12% |
$44.7K - $49.4K
|
878
$44.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.03K- 43.65% |
$46.2K - $51K
|
1.33K
$66.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 15.45% |
$58.2K - $64.4K
|
7.1K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.75K- 1.19% |
$78.4K - $86.7K
|
145K
$7.29M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.03K- 75.74% |
$91K - $101K
|
649
$32.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.61K- 1.79% |
$117K - $130K
|
143K
$7.18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.55K- 3.98% |
$204K - $226K
|
110K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.67K- 30.61% |
$210K - $232K
|
10.6K
$532K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.97K- 23.24% |
$223K - $247K
|
16.4K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 40.27% |
$254K - $280K
|
8.38K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.7K- 21.33% |
$256K - $283K
|
21K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-5.95K- 6.75% |
$267K - $295K
|
82.2K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.44K- 62.61% |
$379K - $419K
|
5.04K
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.6K- 39.79% |
$564K - $624K
|
19K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-20.1K- 12.7% |
$901K - $996K
|
138K
$6.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.3K- 15.85% |
$1.09M - $1.21M
|
129K
$6.49M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.1K- 72.52% |
$3.73M - $4.12M
|
31.5K
$1.58M
|