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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$222K - $244K
|
3.19K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.18KNew |
$221K - $242K
|
3.18K
$264K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.12K+ 29.63% |
$217K - $238K
|
13.7K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.06K+ 6.41% |
$213K - $234K
|
50.8K
$4.23M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.03K+ 17.94% |
$210K - $231K
|
19.9K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.03KNew |
$210K - $231K
|
3.03K
$252K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.02K+ 2844.34% |
$210K - $230K
|
3.12K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3K+ 73.71% |
$209K - $229K
|
7.07K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.97K+ 2.77% |
$207K - $227K
|
110K
$9.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.96K+ 19.74% |
$206K - $226K
|
17.9K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.9K+ 18.65% |
$202K - $221K
|
18.5K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.9K+ 11.42% |
$201K - $221K
|
28.2K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.84KNew |
$198K - $217K
|
2.84K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.82KNew |
$196K - $215K
|
2.82K
$235K
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.71KNew |
$189K - $207K
|
2.71K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.7K+ 8.82% |
$188K - $206K
|
33.4K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
2.7KNew |
$188K - $206K
|
2.7K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.69KNew |
$187K - $205K
|
2.69K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 6.21% |
$180K - $198K
|
44.3K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 2.8% |
$178K - $195K
|
94K
$7.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 50.8% |
$175K - $192K
|
7.47K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.51K+ 2.42% |
$174K - $191K
|
106K
$8.84M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.48K+ 13.35% |
$172K - $189K
|
21K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.46K+ 10.96% |
$171K - $188K
|
24.9K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.4K+ 83.0% |
$167K - $183K
|
5.29K
$440K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38K+ 7.86% |
$166K - $182K
|
32.7K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
2.35K+ 8.33% |
$163K - $179K
|
30.5K
$2.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.32K+ 12.58% |
$161K - $177K
|
20.7K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.3K+ 2.11% |
$160K - $176K
|
112K
$9.29M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.3K+ 759.41% |
$160K - $176K
|
2.6K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.29K+ 13.78% |
$159K - $174K
|
18.9K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.22K+ 2.51% |
$154K - $169K
|
90.8K
$7.57M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.19K+ 235.59% |
$152K - $167K
|
3.12K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$149K - $163K
|
2.14K
$178K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.07K+ 2.23% |
$144K - $158K
|
94.7K
$7.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.01K+ 15.3% |
$140K - $154K
|
15.2K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.97K+ 68.07% |
$137K - $151K
|
4.87K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.95K+ 3.53% |
$136K - $149K
|
57.2K
$4.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.93K+ 3.34% |
$134K - $147K
|
59.6K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.88K+ 25.11% |
$131K - $143K
|
9.36K
$779K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.88K+ 4.3% |
$131K - $143K
|
45.6K
$3.8M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.71K+ 44.76% |
$119K - $130K
|
5.51K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.64K+ 26.65% |
$114K - $125K
|
7.79K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.62K+ 52.82% |
$113K - $124K
|
4.69K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.59KNew |
$110K - $121K
|
1.59K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.58KNew |
$110K - $121K
|
1.58K
$132K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.58K+ 6.83% |
$110K - $120K
|
24.7K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.52K+ 3.16% |
$106K - $116K
|
49.7K
$4.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.5K+ 3.52% |
$104K - $114K
|
44.1K
$3.68M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.5K+ 15.89% |
$104K - $114K
|
10.9K
$911K
|