Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.13K- 12.91% |
$256K - $276K
|
27.9K
$2.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.42K- 0.69% |
$274K - $295K
|
634K
$52.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.46K- 8.18% |
$276K - $297K
|
50K
$4.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.7K- 48.64% |
$291K - $313K
|
4.96K
$410K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.91K- 10.81% |
$304K - $328K
|
40.5K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.97K- 56.79% |
$308K - $331K
|
3.78K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.14K- 6.12% |
$318K - $343K
|
78.8K
$6.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.23K- 7.35% |
$324K - $349K
|
66K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.27K- 5.27% |
$326K - $351K
|
94.6K
$7.81M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.9K- 6.1% |
$365K - $393K
|
90.9K
$7.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.23K- 1.21% |
$385K - $415K
|
510K
$42.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6.29K- 47.12% |
$389K - $419K
|
7.06K
$583K
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-6.94K- 3.66% |
$429K - $463K
|
183K
$15.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.05K- 4.18% |
$436K - $470K
|
162K
$13.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.42K- 3.82% |
$459K - $495K
|
187K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.16K- 16.42% |
$505K - $544K
|
41.6K
$3.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.06K- 64.27% |
$560K - $604K
|
5.04K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.07K- 6.0% |
$561K - $605K
|
142K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.1K- 79.22% |
$563K - $606K
|
2.39K
$197K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-9.1K- 18.76% |
$563K - $606K
|
39.4K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.15K- 3.12% |
$566K - $610K
|
284K
$23.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.65K- 10.94% |
$597K - $643K
|
78.5K
$6.48M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-9.67K- 59.96% |
$598K - $645K
|
6.46K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.91K- 86.32% |
$613K - $661K
|
1.57K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-10.1K- 58.92% |
$623K - $672K
|
7.02K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.3K- 5.43% |
$635K - $685K
|
179K
$14.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.3K- 43.27% |
$639K - $689K
|
13.6K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10.6K- 5.23% |
$656K - $706K
|
192K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.7K- 12.98% |
$659K - $710K
|
71.4K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.9K- 4.64% |
$673K - $725K
|
224K
$18.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-11.6K- 3.29% |
$720K - $776K
|
342K
$28.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 0.96% |
$774K - $834K
|
1.3M
$107M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-12.6K- 7.17% |
$782K - $842K
|
163K
$13.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13K- 55.2% |
$804K - $867K
|
10.6K
$871K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.4K- 23.75% |
$954K - $1.03M
|
49.5K
$4.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-16.2K- 13.1% |
$999K - $1.08M
|
107K
$8.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17K- 1.8% |
$1.05M - $1.14M
|
929K
$76.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-23.8K- 3.08% |
$1.47M - $1.59M
|
750K
$61.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-24.3K- 19.18% |
$1.51M - $1.62M
|
103K
$8.46M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-27.3K- 86.09% |
$1.69M - $1.82M
|
4.42K
$364K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.1K- 72.85% |
$1.74M - $1.88M
|
10.5K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.1K- 72.85% |
$1.74M - $1.88M
|
10.5K
$865K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-28.9K- 4.45% |
$1.79M - $1.93M
|
620K
$51.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-29.5K- 85.13% |
$1.82M - $1.97M
|
5.15K
$425K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29.9K- 85.12% |
$1.85M - $1.99M
|
5.22K
$431K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-33.5K- 86.49% |
$2.07M - $2.23M
|
5.23K
$432K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.5K- 7.78% |
$2.07M - $2.24M
|
398K
$32.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-39.6K- 68.64% |
$2.45M - $2.64M
|
18.1K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-58.7K- 76.97% |
$3.63M - $3.91M
|
17.6K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.6K- 10.17% |
$4.49M - $4.84M
|
641K
$52.9M
|