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
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.5K- 43.28% |
$921K - $985K
|
20.3K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.1K- 3.85% |
$956K - $1.02M
|
402K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16.4K- 11.71% |
$971K - $1.04M
|
123K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16.7K- 59.2% |
$989K - $1.06M
|
11.5K
$940K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16.7K- 59.28% |
$992K - $1.06M
|
11.5K
$940K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 31.4% |
$1.05M - $1.12M
|
38.6K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.7K- 31.4% |
$1.05M - $1.12M
|
38.6K
$3.16M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.3K- 34.32% |
$1.09M - $1.16M
|
35.1K
$2.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-18.5K- 2.81% |
$1.1M - $1.17M
|
639K
$52.3M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-18.9K- 2.83% |
$1.12M - $1.2M
|
649K
$53.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.6K- 19.7% |
$1.28M - $1.37M
|
88.2K
$7.22M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-23K- 5.3% |
$1.36M - $1.46M
|
411K
$33.6M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24K- 28.37% |
$1.42M - $1.52M
|
60.6K
$4.96M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-24.2K- 11.89% |
$1.44M - $1.54M
|
179K
$14.7M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27.3K- 36.3% |
$1.62M - $1.73M
|
47.9K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-27.8K- 99.78% |
$1.65M - $1.77M
|
62
$5.08K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 56.56% |
$2.05M - $2.19M
|
26.5K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.7K- 6.84% |
$2.06M - $2.2M
|
472K
$38.6M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36.1K- 4.01% |
$2.14M - $2.29M
|
865K
$70.8M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-41.3K- 78.33% |
$2.45M - $2.62M
|
11.4K
$935K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.5K- 14.54% |
$2.82M - $3.01M
|
279K
$22.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-51.5K- 92.61% |
$3.06M - $3.27M
|
4.12K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60.1K- 41.75% |
$3.57M - $3.81M
|
83.9K
$6.87M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67.7K- 11.09% |
$4.02M - $4.3M
|
543K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-68.4K- 75.8% |
$4.06M - $4.34M
|
21.8K
$1.79M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-88K- 94.59% |
$5.22M - $5.58M
|
5.03K
$412K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 3.83% |
$5.3M - $5.66M
|
2.24M
$183M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-148K- 3.04% |
$8.81M - $9.41M
|
4.73M
$387M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-154K- 40.53% |
$9.15M - $9.78M
|
226K
$18.5M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-204K- 17.75% |
$12.1M - $12.9M
|
946K
$77.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-212K- 34.18% |
$12.6M - $13.5M
|
409K
$33.5M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-294K- 2.4% |
$17.5M - $18.7M
|
12M
$980M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-409K- 8.47% |
$24.3M - $25.9M
|
4.42M
$362M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-929K- 99.9% |
$55.1M - $58.9M
|
913
$74.7K
|