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 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
27+ 0.21% |
$1.88K - $2.06K
|
13K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
26+ 5.54% |
$1.81K - $1.98K
|
495
$41.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22New |
$1.53K - $1.68K
|
22
$1.83K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21+ 0.11% |
$1.46K - $1.6K
|
18.9K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
19+ 4.66% |
$1.32K - $1.45K
|
427
$35.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
18+ 0.33% |
$1.25K - $1.37K
|
5.47K
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
17+ 0.33% |
$1.18K - $1.3K
|
5.11K
$425K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.33% |
$1.04K - $1.14K
|
4.53K
$377K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
14+ 0.01% |
$974 - $1.07K
|
95.8K
$7.98M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.27% |
$904 - $992
|
4.81K
$401K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12+ 0.1% |
$835 - $916
|
11.5K
$959K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12+ 0.32% |
$835 - $916
|
3.74K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10+ 0.08% |
$696 - $763
|
12.3K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10+ 0.05% |
$696 - $763
|
18.7K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
8+ 0.19% |
$556 - $610
|
4.27K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.21% |
$417 - $458
|
2.81K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.25% |
$348 - $382
|
1.99K
$165K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.08% |
$278 - $305
|
4.78K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$209 - $229
|
4.81K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$139 - $153
|
4.18K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.89% |
$69.6 - $76.3
|
113
$9.41K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.62% |
$69.6 - $76.3
|
163
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $76.3
|
2.93K
$244K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.01% |
$69.6 - $76.3
|
10.2K
$847K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 7.69% |
$348 - $382
|
60
$5K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.26% |
$487 - $534
|
2.69K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-8- 0.04% |
$556 - $610
|
19.2K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.71% |
$626 - $687
|
1.26K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.23% |
$696 - $763
|
4.29K
$357K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-16- 0.09% |
$1.11K - $1.22K
|
16.9K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-19- 0.55% |
$1.32K - $1.45K
|
3.45K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22- 0.68% |
$1.53K - $1.68K
|
3.21K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 3.88% |
$1.81K - $1.98K
|
644
$53.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-26- 20.0% |
$1.81K - $1.98K
|
104
$8.66K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-34- 23.94% |
$2.37K - $2.59K
|
108
$9K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-45- 1.45% |
$3.13K - $3.43K
|
3.05K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-47- 0.09% |
$3.27K - $3.59K
|
52.7K
$4.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-49- 98.0% |
$3.41K - $3.74K
|
1
$83.3
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-53- 0.35% |
$3.69K - $4.04K
|
15.1K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-59- 0.65% |
$4.1K - $4.5K
|
8.96K
$746K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-65- 0.49% |
$4.52K - $4.96K
|
13.2K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-71- 0.73% |
$4.94K - $5.42K
|
9.65K
$803K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-72- 0.85% |
$5.01K - $5.49K
|
8.39K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-82- 13.46% |
$5.7K - $6.26K
|
527
$43.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-100- 0.35% |
$6.96K - $7.63K
|
28.2K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-109- 8.3% |
$7.58K - $8.32K
|
1.21K
$100K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 12.91% |
$8.28K - $9.08K
|
803
$66.9K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-123- 4.81% |
$8.56K - $9.38K
|
2.43K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-124- 0.97% |
$8.63K - $9.46K
|
12.6K
$1.05M
|