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
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-870- 2.21% |
$60.5K - $66.4K
|
38.4K
$3.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-884- 15.92% |
$61.5K - $67.4K
|
4.67K
$389K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-900- 18.61% |
$62.6K - $68.7K
|
3.94K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.21K- 4.61% |
$84.3K - $92.5K
|
25.1K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.28K- 1.89% |
$89.2K - $97.9K
|
66.5K
$5.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.3K- 25.55% |
$90.4K - $99.2K
|
3.79K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.33K- 8.16% |
$92.7K - $102K
|
15K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 75.01% |
$94.6K - $104K
|
453
$37.7K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.45K- 1.39% |
$101K - $111K
|
103K
$8.59M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.62K- 0.19% |
$113K - $124K
|
869K
$72.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.69K- 8.17% |
$117K - $129K
|
19K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.74K- 1.6% |
$121K - $133K
|
107K
$8.89M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.76K- 1.6% |
$122K - $134K
|
108K
$9.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.81K- 0.71% |
$126K - $138K
|
253K
$21.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.82K- 34.49% |
$127K - $139K
|
3.46K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.85K- 1.39% |
$129K - $141K
|
131K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.92K- 3.2% |
$134K - $147K
|
58.1K
$4.84M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.96K- 95.84% |
$136K - $150K
|
85
$7.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.01K- 25.36% |
$140K - $153K
|
5.92K
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.01K- 14.34% |
$140K - $154K
|
12K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2.02K- 5.85% |
$141K - $154K
|
32.5K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.09K- 7.85% |
$145K - $160K
|
24.6K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.11K- 1.17% |
$147K - $161K
|
178K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.12K- 37.81% |
$147K - $162K
|
3.49K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.2K- 0.79% |
$153K - $168K
|
275K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 7.2% |
$158K - $173K
|
29.2K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.31K- 37.62% |
$161K - $177K
|
3.84K
$320K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.36K- 84.84% |
$164K - $180K
|
422
$35.2K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.56K- 17.59% |
$178K - $195K
|
12K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.6K- 28.11% |
$181K - $198K
|
6.65K
$554K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.69K- 14.98% |
$187K - $205K
|
15.3K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.88K- 18.49% |
$200K - $219K
|
12.7K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.91K- 19.71% |
$203K - $222K
|
11.9K
$988K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.96K- 18.24% |
$206K - $226K
|
13.3K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3.06K- 6.43% |
$213K - $233K
|
44.4K
$3.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.06K- 20.37% |
$213K - $234K
|
12K
$998K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.19K- 23.02% |
$222K - $243K
|
10.6K
$887K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.27K- 2.57% |
$228K - $250K
|
124K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.68K- 9.98% |
$256K - $280K
|
33.2K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.96K- 13.65% |
$276K - $302K
|
25.1K
$2.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-4.72K- 7.62% |
$328K - $360K
|
57.2K
$4.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.79K- 2.3% |
$333K - $366K
|
204K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.7K- 3.21% |
$396K - $435K
|
172K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-6.01K- 1.44% |
$418K - $458K
|
410K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.15K- 10.49% |
$428K - $469K
|
52.5K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.47K- 6.86% |
$450K - $494K
|
87.9K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.53K- 8.51% |
$454K - $498K
|
70.2K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.6K- 3.72% |
$459K - $504K
|
171K
$14.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-6.97K- 2.06% |
$485K - $532K
|
331K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-7.34K- 0.1% |
$511K - $560K
|
7.17M
$597M
|