Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
214KNew |
$9.62M - $10.4M
|
214K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 42.59% |
$2.02M - $2.18M
|
150K
$7.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
30.8K+ 33110.75% |
$1.38M - $1.5M
|
30.9K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.7K+ 13.89% |
$1.24M - $1.34M
|
227K
$11.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
10.1K+ 4.47% |
$454K - $491K
|
236K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.02K+ 7.21% |
$360K - $390K
|
119K
$6.13M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5.59KNew |
$251K - $271K
|
5.59K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 6.74% |
$215K - $233K
|
75.8K
$3.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.58KNew |
$206K - $222K
|
4.58K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.41KNew |
$198K - $214K
|
4.41K
$227K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37KNew |
$197K - $212K
|
4.37K
$225K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$135K - $146K
|
3K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.35K+ 15.56% |
$105K - $114K
|
17.4K
$895K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.04K+ 4.22% |
$91.7K - $99.1K
|
50.4K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.55K+ 6.93% |
$69.7K - $75.4K
|
24K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
1.46K+ 7.1% |
$65.6K - $70.9K
|
22K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.1K+ 20.71% |
$49.5K - $53.5K
|
6.42K
$330K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 30.07% |
$46.3K - $50K
|
4.46K
$229K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
791+ 5.93% |
$35.5K - $38.4K
|
14.1K
$726K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
646+ 323.0% |
$29K - $31.4K
|
846
$43.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
560+ 11.28% |
$25.2K - $27.2K
|
5.52K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
546New |
$24.5K - $26.5K
|
546
$28K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400+ 400.0% |
$18K - $19.4K
|
500
$25.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
362+ 5.97% |
$16.3K - $17.6K
|
6.43K
$330K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
314+ 2.76% |
$14.1K - $15.3K
|
11.7K
$599K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
300+ 5.22% |
$13.5K - $14.6K
|
6.05K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
286New |
$12.9K - $13.9K
|
286
$14.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
216+ 4.69% |
$9.71K - $10.5K
|
4.82K
$247K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
178+ 3.24% |
$8K - $8.65K
|
5.68K
$292K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
128New |
$5.75K - $6.22K
|
128
$6.57K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
93New |
$4.18K - $4.52K
|
93
$4.78K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
69+ 4.13% |
$3.1K - $3.35K
|
1.74K
$89.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
51+ 20.73% |
$2.29K - $2.48K
|
297
$15.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.38% |
$44.9 - $48.6
|
267
$13.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-21- 0.3% |
$944 - $1.02K
|
6.89K
$354K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 10.0% |
$1.12K - $1.21K
|
225
$11.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 4.89% |
$1.53K - $1.65K
|
662
$34K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45- 0.64% |
$2.02K - $2.19K
|
7.03K
$361K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-109- 0.46% |
$4.9K - $5.29K
|
23.4K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-411- 1.94% |
$18.5K - $20K
|
20.8K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-619- 10.7% |
$27.8K - $30.1K
|
5.17K
$265K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-637Closed |
$28.6K - $30.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-637- 70.15% |
$28.6K - $30.9K
|
271
$13.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-697- 9.16% |
$31.3K - $33.9K
|
6.91K
$355K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.45K- 3.43% |
$65.3K - $70.5K
|
40.9K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 11.0% |
$69.6K - $75.2K
|
12.5K
$643K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.19K- 14.44% |
$98.3K - $106K
|
13K
$666K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.43KClosed |
$109K - $118K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.98K- 65.35% |
$179K - $193K
|
2.11K
$108K
|