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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 10.84% |
$64.5K - $68.9K
|
8.94K
$732K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 11.06% |
$64.6K - $69.1K
|
8.76K
$717K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.13K- 9.09% |
$67.1K - $71.7K
|
11.3K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 22.61% |
$69.4K - $74.2K
|
4.01K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 2.38% |
$77.7K - $83.1K
|
53.7K
$4.4M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.39K- 26.78% |
$82.5K - $88.2K
|
3.8K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.4K- 22.4% |
$83.1K - $88.8K
|
4.85K
$397K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.42K- 5.87% |
$84.3K - $90.1K
|
22.8K
$1.87M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.54K- 12.87% |
$91.2K - $97.5K
|
10.4K
$852K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.81K- 3.15% |
$108K - $115K
|
55.8K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.86K- 34.28% |
$110K - $118K
|
3.56K
$292K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.86K- 3.54% |
$110K - $118K
|
50.8K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 1.9% |
$111K - $119K
|
96.8K
$7.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.03K- 16.01% |
$120K - $129K
|
10.6K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.04K- 3.67% |
$121K - $129K
|
53.5K
$4.38M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.08K- 12.54% |
$123K - $132K
|
14.5K
$1.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.32K- 5.69% |
$137K - $147K
|
38.4K
$3.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 8.92% |
$148K - $158K
|
25.4K
$2.08M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-2.53K- 1.41% |
$150K - $160K
|
176K
$14.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.9K- 14.26% |
$172K - $184K
|
17.4K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-3.17K- 4.79% |
$188K - $201K
|
63.1K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.22K- 1.67% |
$191K - $204K
|
189K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.24K- 6.44% |
$192K - $206K
|
47.1K
$3.85M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.71K- 1.56% |
$220K - $235K
|
235K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.77K- 64.36% |
$224K - $239K
|
2.09K
$171K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.96K- 2.06% |
$235K - $251K
|
188K
$15.4M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4K- 20.02% |
$237K - $254K
|
16K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.43K- 5.85% |
$263K - $281K
|
71.2K
$5.83M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.76K- 21.04% |
$282K - $302K
|
17.9K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5K- 9.04% |
$297K - $317K
|
50.3K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.37K- 21.75% |
$319K - $341K
|
19.3K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.42K- 8.47% |
$322K - $344K
|
58.6K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.43K- 13.76% |
$322K - $344K
|
34K
$2.78M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.24K- 64.87% |
$370K - $396K
|
3.38K
$277K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.68K- 7.65% |
$397K - $424K
|
80.7K
$6.6M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.76K- 7.88% |
$401K - $429K
|
79K
$6.47M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-7.97K- 44.02% |
$473K - $505K
|
10.1K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8.16K- 1.04% |
$484K - $518K
|
774K
$63.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.47K- 37.53% |
$502K - $537K
|
14.1K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.9K- 1.34% |
$587K - $628K
|
731K
$59.9M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-10.1K- 1.46% |
$601K - $642K
|
682K
$55.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.2K- 3.36% |
$605K - $647K
|
293K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 4.31% |
$652K - $697K
|
244K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 5.39% |
$657K - $702K
|
194K
$15.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.3K- 34.27% |
$729K - $779K
|
23.6K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-12.4K- 54.67% |
$734K - $784K
|
10.3K
$839K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3K- 20.94% |
$791K - $845K
|
50.3K
$4.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.5K- 27.2% |
$801K - $856K
|
36.1K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 8.75% |
$827K - $884K
|
145K
$11.9M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-15.3K- 98.4% |
$910K - $973K
|
250
$20.5K
|