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 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-35- 0.55% |
$2.08K - $2.22K
|
6.28K
$514K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40- 0.17% |
$2.37K - $2.54K
|
23.9K
$1.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-46- 1.2% |
$2.73K - $2.92K
|
3.8K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-58- 14.15% |
$3.44K - $3.68K
|
352
$28.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-60- 2.11% |
$3.56K - $3.81K
|
2.78K
$228K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-65- 29.55% |
$3.86K - $4.12K
|
155
$12.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-70- 1.41% |
$4.15K - $4.44K
|
4.91K
$402K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-99- 1.91% |
$5.87K - $6.28K
|
5.1K
$417K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-116- 1.64% |
$6.88K - $7.36K
|
6.97K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 1.13% |
$8.01K - $8.56K
|
11.8K
$970K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-149- 2.52% |
$8.84K - $9.45K
|
5.75K
$471K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 3.4% |
$10.4K - $11.1K
|
4.98K
$407K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-194- 2.39% |
$11.5K - $12.3K
|
7.92K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-197- 78.8% |
$11.7K - $12.5K
|
53
$4.34K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-199- 2.21% |
$11.8K - $12.6K
|
8.81K
$721K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-200- 1.56% |
$11.9K - $12.7K
|
12.6K
$1.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-208- 0.6% |
$12.3K - $13.2K
|
34.3K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-212- 0.17% |
$12.6K - $13.4K
|
127K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-216- 5.1% |
$12.8K - $13.7K
|
4.02K
$329K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-230- 0.34% |
$13.6K - $14.6K
|
67.4K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-231- 3.36% |
$13.7K - $14.7K
|
6.64K
$544K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-240- 15.58% |
$14.2K - $15.2K
|
1.3K
$106K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-243- 6.49% |
$14.4K - $15.4K
|
3.5K
$287K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-268- 0.55% |
$15.9K - $17K
|
48.5K
$3.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-269- 0.49% |
$16K - $17.1K
|
55K
$4.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-294- 0.64% |
$17.4K - $18.6K
|
45.4K
$3.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-300- 3.03% |
$17.8K - $19K
|
9.61K
$787K
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-300- 7.32% |
$17.8K - $19K
|
3.8K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-317- 56.41% |
$18.8K - $20.1K
|
245
$20.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-331- 2.12% |
$19.6K - $21K
|
15.3K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-333- 2.5% |
$19.8K - $21.1K
|
13K
$1.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-350- 2.73% |
$20.8K - $22.2K
|
12.5K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-365- 2.83% |
$21.7K - $23.2K
|
12.5K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-401- 0.45% |
$23.8K - $25.4K
|
89.4K
$7.32M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-417- 4.46% |
$24.7K - $26.5K
|
8.93K
$731K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-417- 4.46% |
$24.7K - $26.5K
|
8.93K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-424- 25.92% |
$25.2K - $26.9K
|
1.21K
$99.2K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-430- 16.72% |
$25.5K - $27.3K
|
2.14K
$175K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-496- 7.77% |
$29.4K - $31.5K
|
5.89K
$482K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-558- 6.02% |
$33.1K - $35.4K
|
8.71K
$713K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-565- 2.31% |
$33.5K - $35.8K
|
23.9K
$1.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-616- 4.48% |
$36.6K - $39.1K
|
13.1K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-633- 58.29% |
$37.6K - $40.2K
|
453
$37.1K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-805- 14.93% |
$47.8K - $51.1K
|
4.59K
$375K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-807- 2.76% |
$47.9K - $51.2K
|
28.4K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-872- 1.32% |
$51.7K - $55.3K
|
65.3K
$5.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-893- 15.45% |
$53K - $56.6K
|
4.89K
$400K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-903- 2.52% |
$53.6K - $57.3K
|
35K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-981- 9.29% |
$58.2K - $62.2K
|
9.58K
$784K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 17.86% |
$59.3K - $63.4K
|
4.6K
$377K
|