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 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.49K+ 15.68% |
$104K - $114K
|
11K
$914K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.39K+ 9.18% |
$96.6K - $106K
|
16.5K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.36KNew |
$94.5K - $104K
|
1.36K
$113K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.36K+ 10.59% |
$94.5K - $104K
|
14.2K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.22K+ 2.28% |
$84.8K - $93K
|
54.6K
$4.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.19K+ 0.79% |
$82.7K - $90.7K
|
151K
$12.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.17K+ 1.76% |
$81.7K - $89.6K
|
67.9K
$5.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.15K+ 10.73% |
$79.7K - $87.4K
|
11.8K
$985K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.14K+ 19.51% |
$79.2K - $86.8K
|
6.97K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.14K+ 10.2% |
$79K - $86.7K
|
12.3K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.1K+ 5.52% |
$76.4K - $83.9K
|
21K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.09K+ 1.62% |
$75.8K - $83.1K
|
68.5K
$5.71M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.08K+ 5.43% |
$75.2K - $82.5K
|
21K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.05K+ 12.46% |
$73K - $80.1K
|
9.48K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.03K+ 5.06% |
$71.6K - $78.6K
|
21.4K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 4.13% |
$71.4K - $78.3K
|
25.9K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
983+ 1.73% |
$68.4K - $75K
|
57.9K
$4.82M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
942+ 5.54% |
$65.5K - $71.9K
|
17.9K
$1.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
934+ 24.39% |
$65K - $71.3K
|
4.76K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
925New |
$64.3K - $70.6K
|
925
$77.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
901+ 10.83% |
$62.7K - $68.7K
|
9.22K
$768K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
892+ 2.8% |
$62K - $68.1K
|
32.8K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
887+ 22.51% |
$61.7K - $67.7K
|
4.83K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
885New |
$61.6K - $67.5K
|
885
$73.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
872+ 25.17% |
$60.7K - $66.5K
|
4.34K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
839+ 12.8% |
$58.4K - $64K
|
7.4K
$616K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
825+ 16.19% |
$57.4K - $62.9K
|
5.92K
$493K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
809+ 0.68% |
$56.3K - $61.7K
|
120K
$9.99M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
748New |
$52K - $57.1K
|
748
$62.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
707+ 5.39% |
$49.2K - $53.9K
|
13.8K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
700+ 18.68% |
$48.7K - $53.4K
|
4.45K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
661+ 17.51% |
$46K - $50.4K
|
4.44K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
661+ 16.13% |
$46K - $50.4K
|
4.76K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
613+ 0.56% |
$42.6K - $46.8K
|
109K
$9.09M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
600+ 10.76% |
$41.7K - $45.8K
|
6.18K
$515K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
554+ 15.98% |
$38.5K - $42.3K
|
4.02K
$335K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
530+ 7.4% |
$36.9K - $40.4K
|
7.69K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
500+ 31.83% |
$34.8K - $38.2K
|
2.07K
$173K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
500+ 2.18% |
$34.8K - $38.2K
|
23.5K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
488+ 3.8% |
$33.9K - $37.2K
|
13.3K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
484+ 7.11% |
$33.7K - $36.9K
|
7.29K
$607K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
475+ 13.92% |
$33K - $36.2K
|
3.89K
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
471New |
$32.8K - $35.9K
|
471
$39.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$32.5K - $35.6K
|
467
$38.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
461+ 2.32% |
$32.1K - $35.2K
|
20.3K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
448+ 3.53% |
$31.2K - $34.2K
|
13.2K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
426New |
$29.6K - $32.5K
|
426
$35.5K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
416+ 4.02% |
$28.9K - $31.7K
|
10.8K
$898K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
408+ 5.68% |
$28.4K - $31.1K
|
7.59K
$632K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
405+ 0.34% |
$28.2K - $30.9K
|
120K
$10M
|