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 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
393+ 5.24% |
$27.3K - $30K
|
7.9K
$658K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
390+ 2.18% |
$27.1K - $29.8K
|
18.2K
$1.52M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
361+ 5.91% |
$25.1K - $27.5K
|
6.47K
$539K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
357+ 7.79% |
$24.8K - $27.2K
|
4.94K
$412K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
350+ 4.33% |
$24.3K - $26.7K
|
8.43K
$702K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
348+ 0.49% |
$24.2K - $26.6K
|
70.7K
$5.89M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
340+ 309.09% |
$23.7K - $25.9K
|
450
$37.5K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
335New |
$23.3K - $25.6K
|
335
$27.9K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
328+ 11.43% |
$22.8K - $25K
|
3.2K
$266K
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
325+ 3.78% |
$22.6K - $24.8K
|
8.93K
$744K
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
313+ 5.6% |
$21.8K - $23.9K
|
5.9K
$491K
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
300+ 1.95% |
$20.9K - $22.9K
|
15.7K
$1.31M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25K
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
292+ 0.06% |
$20.3K - $22.3K
|
516K
$43M
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
285+ 0.52% |
$19.8K - $21.7K
|
55.6K
$4.63M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
271+ 15.64% |
$18.9K - $20.7K
|
2K
$167K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
266New |
$18.5K - $20.3K
|
266
$22.2K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
262New |
$18.2K - $20K
|
262
$21.8K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
248+ 63.75% |
$17.3K - $18.9K
|
637
$53.1K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
248New |
$17.3K - $18.9K
|
248
$20.7K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219+ 2.0% |
$15.2K - $16.7K
|
11.2K
$930K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
218+ 0.57% |
$15.2K - $16.6K
|
38.7K
$3.22M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
214+ 0.78% |
$14.9K - $16.3K
|
27.7K
$2.3M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
204+ 62.2% |
$14.2K - $15.6K
|
532
$44.3K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
202+ 1.74% |
$14.1K - $15.4K
|
11.8K
$982K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
196+ 2.56% |
$13.6K - $15K
|
7.86K
$655K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
195+ 1.41% |
$13.6K - $14.9K
|
14K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
192New |
$13.4K - $14.6K
|
192
$16K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
184+ 0.12% |
$12.8K - $14K
|
154K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
156+ 3.59% |
$10.9K - $11.9K
|
4.5K
$375K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
155+ 3.69% |
$10.8K - $11.8K
|
4.36K
$363K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
139+ 89.68% |
$9.67K - $10.6K
|
294
$24.5K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
129+ 1.72% |
$8.97K - $9.84K
|
7.65K
$637K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
125+ 2.51% |
$8.7K - $9.54K
|
5.1K
$424K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102New |
$7.1K - $7.78K
|
102
$8.5K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
102+ 1.29% |
$7.1K - $7.78K
|
8.03K
$669K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
99+ 55.0% |
$6.89K - $7.55K
|
279
$23.2K
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
95+ 3.62% |
$6.61K - $7.25K
|
2.72K
$226K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
90+ 1.58% |
$6.26K - $6.87K
|
5.79K
$482K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
63+ 0.31% |
$4.38K - $4.81K
|
20.1K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
55+ 0.25% |
$3.83K - $4.2K
|
21.8K
$1.82M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 1.07% |
$3.76K - $4.12K
|
5.09K
$424K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
48New |
$3.34K - $3.66K
|
48
$4K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47+ 0.52% |
$3.27K - $3.59K
|
9.01K
$750K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
46+ 69.7% |
$3.2K - $3.51K
|
112
$9.33K
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
40+ 0.06% |
$2.78K - $3.05K
|
71.7K
$5.97M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39+ 0.43% |
$2.71K - $2.98K
|
9.1K
$758K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35+ 0.81% |
$2.43K - $2.67K
|
4.37K
$364K
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
31+ 0.26% |
$2.16K - $2.37K
|
12.1K
$1.01M
|