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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.6KNew |
$985K - $1.05M
|
16.6K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
16.2K+ 3.03% |
$960K - $1.03M
|
550K
$45M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
16.1KNew |
$957K - $1.02M
|
16.1K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 5.98% |
$955K - $1.02M
|
285K
$23.3M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
15.8K+ 1.97% |
$938K - $1M
|
817K
$66.9M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 29305.66% |
$922K - $985K
|
15.6K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5KNew |
$918K - $982K
|
15.5K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15.4K+ 10.7% |
$912K - $975K
|
159K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.2K+ 691.77% |
$903K - $965K
|
17.4K
$1.43M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.3K+ 132.43% |
$847K - $905K
|
25K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.2K+ 508.91% |
$844K - $902K
|
17K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13.9K+ 18.44% |
$824K - $881K
|
89.2K
$7.3M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.3K+ 345.97% |
$790K - $845K
|
17.2K
$1.41M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7K+ 3.97% |
$752K - $804K
|
332K
$27.1M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.8K+ 167.61% |
$701K - $749K
|
18.9K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$688K - $735K
|
11.6K
$948K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
11.4K+ 5.99% |
$678K - $725K
|
202K
$16.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
11.4K+ 5.96% |
$677K - $723K
|
203K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 1.59% |
$662K - $708K
|
714K
$58.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10.9K+ 2.59% |
$646K - $691K
|
431K
$35.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
10.3K+ 17.86% |
$611K - $653K
|
68K
$5.56M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 6.5% |
$611K - $653K
|
169K
$13.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10KNew |
$593K - $634K
|
10K
$818K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
9.71K+ 17.52% |
$576K - $616K
|
65.1K
$5.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.62K+ 104.43% |
$571K - $610K
|
18.8K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.25KNew |
$549K - $587K
|
9.25K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.89KNew |
$528K - $564K
|
8.89K
$728K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.1K+ 4.82% |
$481K - $514K
|
176K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.07K+ 17.75% |
$479K - $512K
|
53.5K
$4.38M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.02K+ 2.32% |
$476K - $508K
|
353K
$28.9M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.94KNew |
$471K - $504K
|
7.94K
$650K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
7.85K+ 3.61% |
$466K - $498K
|
225K
$18.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
BUY
|
- |
7.71K+ 37.21% |
$457K - $489K
|
28.4K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.66KNew |
$455K - $486K
|
7.66K
$627K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.65K+ 8.35% |
$454K - $485K
|
99.2K
$8.12M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.4K+ 90.24% |
$439K - $469K
|
15.6K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
7.26K+ 75.79% |
$431K - $460K
|
16.8K
$1.38M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.2K+ 54.27% |
$427K - $457K
|
20.5K
$1.68M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.17KNew |
$426K - $455K
|
7.17K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.12KNew |
$422K - $452K
|
7.12K
$583K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.56K+ 2.06% |
$390K - $416K
|
324K
$26.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.49KNew |
$385K - $412K
|
6.49K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.41K+ 46.95% |
$381K - $407K
|
20.1K
$1.64M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.29K+ 89.09% |
$373K - $399K
|
13.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.24K+ 104.99% |
$371K - $396K
|
12.2K
$998K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6K+ 13.19% |
$356K - $381K
|
51.5K
$4.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.91K+ 1.7% |
$350K - $375K
|
353K
$28.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5.9K+ 12.86% |
$350K - $374K
|
51.8K
$4.24M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.9K+ 6.49% |
$350K - $374K
|
96.8K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 162.37% |
$346K - $370K
|
9.41K
$771K
|