Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US QUALITY DIVID.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
491KNew |
$29.2M - $31.2M
|
491K
$40.2M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
457K+ 8.79% |
$27.1M - $29M
|
5.65M
$463M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
240K+ 2.85% |
$14.2M - $15.2M
|
8.66M
$709M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225K+ 7.83% |
$13.4M - $14.3M
|
3.1M
$254M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
168K+ 24.13% |
$9.98M - $10.7M
|
865K
$70.8M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
164KNew |
$9.74M - $10.4M
|
164K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
134K+ 188.58% |
$7.97M - $8.51M
|
205K
$16.8M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
117KNew |
$6.93M - $7.41M
|
117K
$9.56M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
112K+ 138.49% |
$6.64M - $7.1M
|
193K
$15.8M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
111K+ 1.73% |
$6.57M - $7.03M
|
6.5M
$532M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100K+ 24.08% |
$5.94M - $6.35M
|
516K
$42.2M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.1K+ 18.4% |
$5.4M - $5.78M
|
586K
$48M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
86.5K+ 27.39% |
$5.13M - $5.48M
|
402K
$32.9M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
85.9K+ 5.31% |
$5.09M - $5.45M
|
1.7M
$139M
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
73.1KNew |
$4.34M - $4.64M
|
73.1K
$5.98M
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
64.7KNew |
$3.84M - $4.1M
|
64.7K
$5.29M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
63.3KNew |
$3.76M - $4.02M
|
63.3K
$5.18M
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
57.7K+ 9.5% |
$3.43M - $3.66M
|
665K
$54.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.5K+ 42.86% |
$3.41M - $3.64M
|
192K
$15.7M
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
57.2KNew |
$3.39M - $3.63M
|
57.2K
$4.68M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
57.2K+ 12007.77% |
$3.39M - $3.63M
|
57.6K
$4.72M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.5K+ 5.62% |
$3.35M - $3.58M
|
1.06M
$87M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.8K+ 11.26% |
$2.96M - $3.16M
|
492K
$40.3M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
48.3KNew |
$2.86M - $3.06M
|
48.3K
$3.95M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.1K+ 11.31% |
$2.74M - $2.93M
|
454K
$37.1M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45.5K+ 32.45% |
$2.7M - $2.88M
|
186K
$15.2M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.1K+ 46.41% |
$2.67M - $2.86M
|
142K
$11.6M
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
44.1K+ 36.3% |
$2.62M - $2.8M
|
166K
$13.5M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
43.8KNew |
$2.6M - $2.78M
|
43.8K
$3.58M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38KNew |
$2.26M - $2.41M
|
38K
$3.11M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37K+ 132.25% |
$2.19M - $2.35M
|
65K
$5.32M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.7K+ 3.24% |
$2.12M - $2.26M
|
1.14M
$93M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.2K+ 217.02% |
$2.03M - $2.17M
|
50K
$4.09M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.7K+ 664.72% |
$2M - $2.14M
|
38.8K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
33.4KNew |
$1.98M - $2.12M
|
33.4K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.8K+ 8.07% |
$1.94M - $2.08M
|
439K
$35.9M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
32KNew |
$1.9M - $2.03M
|
32K
$2.62M
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
31.8KNew |
$1.88M - $2.01M
|
31.8K
$2.6M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
26.4K+ 42617.74% |
$1.57M - $1.68M
|
26.5K
$2.17M
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
25.7KNew |
$1.53M - $1.63M
|
25.7K
$2.11M
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
25.2KNew |
$1.49M - $1.6M
|
25.2K
$2.06M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.4K+ 7.93% |
$1.45M - $1.55M
|
332K
$27.2M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
24.1K+ 5.02% |
$1.43M - $1.53M
|
504K
$41.3M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22.6K+ 4.57% |
$1.34M - $1.44M
|
518K
$42.4M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22.6K+ 2.41% |
$1.34M - $1.43M
|
962K
$78.8M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21.2K+ 2.31% |
$1.26M - $1.35M
|
940K
$76.9M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
20.3K+ 3.11% |
$1.2M - $1.29M
|
672K
$55M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8K+ 14.25% |
$1.12M - $1.19M
|
151K
$12.3M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.1KNew |
$1.01M - $1.08M
|
17.1K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.6K+ 1.94% |
$987K - $1.05M
|
875K
$71.6M
|