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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.31K+ 10.99% |
$578K - $634K
|
84K
$7.01M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.29K+ 11.83% |
$577K - $633K
|
78.4K
$6.55M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
8.22KNew |
$572K - $627K
|
8.22K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.05K+ 1.99% |
$560K - $614K
|
412K
$34.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.75K+ 19.91% |
$539K - $591K
|
46.7K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.48K+ 30.19% |
$520K - $571K
|
32.3K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.45K+ 3.9% |
$518K - $569K
|
199K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
7.17K+ 3.63% |
$499K - $547K
|
205K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.87K+ 4.91% |
$478K - $524K
|
147K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
6.71K+ 2.44% |
$466K - $512K
|
282K
$23.6M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.65K+ 2.96% |
$463K - $507K
|
231K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.63K+ 112.61% |
$461K - $506K
|
12.5K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6.63K+ 4.11% |
$461K - $506K
|
168K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$438K - $481K
|
6.3K
$526K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.28K+ 12.78% |
$437K - $479K
|
55.4K
$4.63M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.27K+ 6.61% |
$436K - $479K
|
101K
$8.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.24K+ 37.85% |
$434K - $476K
|
22.7K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
6.15K+ 3.07% |
$428K - $469K
|
207K
$17.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6.04K+ 3.72% |
$420K - $461K
|
168K
$14.1M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.83KNew |
$405K - $445K
|
5.83K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.82K+ 42.58% |
$405K - $444K
|
19.5K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.67K+ 0.81% |
$395K - $433K
|
709K
$59.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.66K+ 343.45% |
$394K - $432K
|
7.31K
$611K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.61K+ 36.92% |
$390K - $428K
|
20.8K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.5K+ 22.19% |
$383K - $420K
|
30.3K
$2.53M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.47KNew |
$381K - $418K
|
5.47K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.37K+ 8.16% |
$374K - $410K
|
71.2K
$5.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
4.86KNew |
$338K - $371K
|
4.86K
$406K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.72K+ 37.72% |
$329K - $360K
|
17.2K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$312K - $342K
|
4.48K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.38K+ 14.27% |
$305K - $334K
|
35.1K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.33K+ 0.27% |
$301K - $330K
|
1.6M
$134M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.27KNew |
$297K - $326K
|
4.27K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.26KNew |
$297K - $325K
|
4.26K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.17K+ 105.15% |
$290K - $318K
|
8.13K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.99KNew |
$278K - $304K
|
3.99K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.98KNew |
$277K - $304K
|
3.98K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.96KNew |
$276K - $302K
|
3.96K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.91K+ 10.88% |
$272K - $298K
|
39.9K
$3.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.83KNew |
$266K - $292K
|
3.83K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.81K+ 8.73% |
$265K - $291K
|
47.5K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.77KNew |
$262K - $287K
|
3.77K
$315K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.75KNew |
$261K - $286K
|
3.75K
$313K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.73K+ 47.66% |
$260K - $285K
|
11.6K
$966K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.65K+ 103.29% |
$254K - $278K
|
7.18K
$599K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.61K+ 1.46% |
$251K - $275K
|
250K
$20.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.52K+ 0.45% |
$245K - $268K
|
784K
$65.5M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.5KNew |
$244K - $267K
|
3.5K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$243K - $267K
|
3.5K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.39KNew |
$236K - $259K
|
3.39K
$283K
|