Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Us Small Cap Qua (DGRS)

DGRS Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Us Small Cap Qua (DGRS) during Q3 2023. 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
Oct 27, 2023 Q3 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
474K
New
$19.3M - $21.3M
474K $24.3M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
153K
New
$6.23M - $6.88M
153K $7.86M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
54.3K
+ 27.54%
$2.21M - $2.44M
252K $12.9M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
46K
+ 17.56%
$1.87M - $2.07M
308K $15.8M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
31.9K
+ 25.7%
$1.3M - $1.43M
156K $8.02M
Nov 03, 2023 Q3 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
23.8K
New
$970K - $1.07M
23.8K $1.22M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
18.6K
+ 26.68%
$755K - $834K
88.2K $4.53M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
17.3K
New
$704K - $778K
17.3K $889K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
15.1K
+ 565.19%
$612K - $676K
17.7K $910K
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
13.3K
+ 134.15%
$543K - $600K
23.3K $1.2M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
9.3K
New
$378K - $418K
9.3K $478K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
8.19K
+ 194.44%
$333K - $368K
12.4K $637K
Oct 10, 2023 Q3 2023
Private Wealth Strategies, L.L.C.

BUY
 -
7.62K
+ 1.5%
$310K - $342K
516K $26.5M
Oct 10, 2023 Q3 2023
Lvm Capital Management LTD

BUY
 -
6.75K
+ 7.35%
$274K - $303K
98.6K $5.06M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
6.64K
+ 128.49%
$270K - $298K
11.8K $607K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
4.09K
+ 35.72%
$166K - $184K
15.5K $798K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.26K
+ 2.06%
$133K - $146K
161K $8.27M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
3.02K
New
$123K - $136K
3.02K $155K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.77K
+ 4.15%
$71.8K - $79.3K
44.3K $2.27M
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
1.52K
+ 21.34%
$62K - $68.5K
8.67K $445K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.2K
+ 163.04%
$48.8K - $53.9K
1.94K $99.4K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
940
+ 6.23%
$38.2K - $42.2K
16K $823K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
773
+ 3.38%
$31.4K - $34.7K
23.7K $1.21M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
369
+ 1.48%
$15K - $16.6K
25.3K $1.3M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
332
+ 22.99%
$13.5K - $14.9K
1.78K $91.2K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
327
+ 55.9%
$13.3K - $14.7K
912 $46.8K
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
263
+ 2.54%
$10.7K - $11.8K
10.6K $546K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
179
+ 1.17%
$7.28K - $8.04K
15.5K $795K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
166
New
$6.75K - $7.46K
166 $8.52K
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 $111K
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
35
+ 0.65%
$1.42K - $1.57K
5.39K $277K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
31
+ 1.38%
$1.26K - $1.39K
2.28K $117K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-13
- 19.7%
$529 - $584
53 $2.72K
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-22
- 0.05%
$895 - $988
46K $2.36M
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
SELL
 -
-32
- 0.61%
$1.3K - $1.44K
5.25K $270K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
SELL
 -
-35
- 0.49%
$1.42K - $1.57K
7.07K $363K
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

SELL
 -
-216
- 3.83%
$8.78K - $9.7K
5.43K $279K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-240
- 31.5%
$9.76K - $10.8K
522 $26.8K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-314
- 5.51%
$12.8K - $14.1K
5.39K $277K
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
SELL
 -
-568
- 1.84%
$23.1K - $25.5K
30.3K $1.56M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-595
- 7.63%
$24.2K - $26.7K
7.21K $370K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-640
- 6.15%
$26K - $28.8K
9.76K $501K
Nov 06, 2023 Q3 2023
Treasure Coast Financial Planning

SELL
 -
-880
- 15.0%
$35.8K - $39.5K
4.99K $256K
Oct 24, 2023 Q3 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-900
- 14.96%
$36.6K - $40.4K
5.12K $263K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-910
- 5.55%
$37K - $40.9K
15.5K $796K
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

SELL
 -
-1.01K
- 8.11%
$41.2K - $45.5K
11.5K $589K
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-1.16K
- 3.26%
$47.1K - $52.1K
34.4K $1.77M

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