Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.12% |
$935 - $1.09K
|
19.6K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
18+ 0.38% |
$732 - $851
|
4.78K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17+ 0.36% |
$691 - $804
|
4.75K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13+ 0.11% |
$528 - $615
|
12K
$609K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.25% |
$488 - $567
|
4.91K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.46% |
$406 - $473
|
2.2K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.51% |
$81.3 - $94.5
|
396
$20K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-13- 0.03% |
$528 - $615
|
46.5K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-25- 22.73% |
$1.02K - $1.18K
|
85
$4.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-106- 0.89% |
$4.31K - $5.01K
|
11.8K
$596K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-149- 0.73% |
$6.06K - $7.04K
|
20.1K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-161- 7.6% |
$6.54K - $7.61K
|
1.96K
$99K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-189- 1.34% |
$7.68K - $8.93K
|
13.9K
$705K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-239- 5.71% |
$9.71K - $11.3K
|
3.95K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-325- 4.92% |
$13.2K - $15.4K
|
6.28K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-407- 7.41% |
$16.5K - $19.2K
|
5.08K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-528- 2.72% |
$21.5K - $25K
|
18.9K
$956K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-787- 4.18% |
$32K - $37.2K
|
18K
$912K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.03K- 16.18% |
$41.9K - $48.7K
|
5.34K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.19K- 15.75% |
$48.3K - $56.2K
|
6.36K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 7.34% |
$50.4K - $58.6K
|
15.6K
$791K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.47K- 10.85% |
$59.9K - $69.7K
|
12.1K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 18.47% |
$105K - $123K
|
11.5K
$579K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.81K- 36.75% |
$114K - $133K
|
4.84K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.92K- 74.01% |
$119K - $138K
|
1.03K
$51.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.99K- 2.33% |
$122K - $141K
|
125K
$6.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 27.11% |
$147K - $171K
|
9.71K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.3K- 24.09% |
$175K - $203K
|
13.5K
$685K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.55K- 19.55% |
$185K - $215K
|
18.7K
$946K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.63K- 4.53% |
$188K - $219K
|
97.7K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 28.99% |
$218K - $254K
|
13.1K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.98K- 2.23% |
$243K - $282K
|
262K
$13.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-6.24K- 29.14% |
$254K - $295K
|
15.2K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-21.4K- 31.92% |
$870K - $1.01M
|
45.7K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-22.6K- 74.32% |
$920K - $1.07M
|
7.82K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-27.3K- 39.85% |
$1.11M - $1.29M
|
41.2K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-29.7K- 58.81% |
$1.21M - $1.4M
|
20.8K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 7.96% |
$1.5M - $1.75M
|
427K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-238K- 72.39% |
$9.67M - $11.2M
|
90.7K
$4.59M
|