Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 2024. 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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.1K- 11.03% |
$564K - $618K
|
65.3K
$5.44M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.24K- 3.12% |
$573K - $628K
|
256K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.49K- 1.11% |
$591K - $648K
|
758K
$63.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.77K- 3.18% |
$610K - $669K
|
267K
$22.2M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-10.5K- 2.8% |
$727K - $798K
|
362K
$30.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 8.56% |
$742K - $813K
|
114K
$9.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.8K- 22.37% |
$753K - $826K
|
37.6K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-12.5K- 13.33% |
$870K - $955K
|
81.3K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-12.7K- 32.97% |
$884K - $970K
|
25.9K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14.5K- 57.09% |
$1.01M - $1.11M
|
10.9K
$907K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-14.9K- 34.26% |
$1.04M - $1.14M
|
28.6K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-15.3K- 58.81% |
$1.06M - $1.17M
|
10.7K
$892K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.6K- 1.75% |
$1.08M - $1.19M
|
877K
$73M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-15.7K- 2.73% |
$1.09M - $1.2M
|
559K
$46.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.7K- 31.4% |
$1.37M - $1.5M
|
43K
$3.58M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-22K- 3.81% |
$1.53M - $1.68M
|
556K
$46.3M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 52.58% |
$1.54M - $1.69M
|
20K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.1K- 27.83% |
$1.82M - $1.99M
|
67.7K
$5.64M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-34.8K- 45.13% |
$2.42M - $2.66M
|
42.3K
$3.53M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35.2K- 23.06% |
$2.45M - $2.69M
|
118K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-37.2K- 13.12% |
$2.59M - $2.84M
|
246K
$20.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-40.8K- 9.47% |
$2.84M - $3.11M
|
390K
$32.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-44.2K- 30.42% |
$3.08M - $3.37M
|
101K
$8.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-44.7K- 35.59% |
$3.11M - $3.41M
|
81K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-47.6K- 44.87% |
$3.31M - $3.63M
|
58.5K
$4.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-48.9K- 24.1% |
$3.4M - $3.73M
|
154K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-53.1K- 7.07% |
$3.69M - $4.05M
|
697K
$58.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-58.6K- 8.99% |
$4.08M - $4.47M
|
593K
$49.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-62.6K- 90.85% |
$4.35M - $4.77M
|
6.3K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72.4K- 66.78% |
$5.04M - $5.53M
|
36K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-74.4K- 9.54% |
$5.18M - $5.68M
|
706K
$58.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86.1KClosed |
$5.99M - $6.57M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.9K- 17.25% |
$6.25M - $6.86M
|
431K
$35.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-98.9K- 16.01% |
$6.88M - $7.55M
|
519K
$43.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-101K- 96.41% |
$7.04M - $7.73M
|
3.77K
$314K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-109K- 7.84% |
$7.57M - $8.31M
|
1.28M
$107M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110K- 56.02% |
$7.63M - $8.37M
|
86.1K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 78.38% |
$9.35M - $10.3M
|
37.1K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-139K- 80.79% |
$9.68M - $10.6M
|
33.1K
$2.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-157K- 15.88% |
$10.9M - $12M
|
830K
$69.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-158K- 68.44% |
$11M - $12M
|
72.8K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-206K- 96.42% |
$14.4M - $15.8M
|
7.66K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-213K- 97.51% |
$14.9M - $16.3M
|
5.46K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-224K- 33.88% |
$15.6M - $17.1M
|
436K
$36.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-361K- 59.6% |
$25.1M - $27.5M
|
245K
$20.4M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-440K- 45.92% |
$30.6M - $33.6M
|
519K
$43.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-456K- 5.63% |
$31.7M - $34.8M
|
7.65M
$637M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1M- 27.2% |
$69.6M - $76.4M
|
2.68M
$223M
|