Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.74K+ 36.93% |
$487K - $532K
|
25K
$1.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.68K+ 7.95% |
$483K - $528K
|
90.6K
$7.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 144.01% |
$467K - $510K
|
10.9K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.23KNew |
$451K - $493K
|
6.23K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.21K+ 15.64% |
$449K - $491K
|
45.9K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.99K+ 100.0% |
$433K - $474K
|
12K
$955K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.96K+ 32.79% |
$431K - $471K
|
24.1K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.94KNew |
$430K - $469K
|
5.94K
$473K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.91KNew |
$427K - $467K
|
5.91K
$471K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.9K+ 49.26% |
$427K - $466K
|
17.9K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.83K+ 17.25% |
$422K - $461K
|
39.6K
$3.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 16.27% |
$413K - $451K
|
40.8K
$3.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.49KNew |
$397K - $434K
|
5.49K
$438K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.49K+ 9.91% |
$397K - $434K
|
60.9K
$4.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
5.48K+ 0.92% |
$396K - $433K
|
603K
$48.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.23KNew |
$378K - $413K
|
5.23K
$417K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.18K+ 3.78% |
$375K - $409K
|
142K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.12K+ 3.62% |
$370K - $405K
|
147K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$370K - $404K
|
5.11K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.08K+ 66.35% |
$368K - $402K
|
12.7K
$1.02M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.08KNew |
$367K - $402K
|
5.08K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
4.99K+ 5.5% |
$361K - $395K
|
95.8K
$7.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.88K+ 34.39% |
$353K - $386K
|
19.1K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.84K+ 83.04% |
$350K - $382K
|
10.7K
$850K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.76KNew |
$344K - $376K
|
4.76K
$379K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.7K+ 6.56% |
$340K - $372K
|
76.4K
$6.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.66K+ 19.07% |
$337K - $368K
|
29.1K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.62K+ 4.33% |
$334K - $365K
|
111K
$8.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.59K+ 14.24% |
$332K - $363K
|
36.8K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.55KNew |
$329K - $360K
|
4.55K
$363K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.51K+ 7.91% |
$326K - $356K
|
61.5K
$4.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.41K+ 15.95% |
$319K - $349K
|
32.1K
$2.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.39K+ 17.82% |
$318K - $347K
|
29K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.31K+ 78.53% |
$311K - $340K
|
9.79K
$780K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.11K+ 25.98% |
$297K - $325K
|
19.9K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.08K+ 128.47% |
$295K - $322K
|
7.25K
$578K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.06K+ 202.5% |
$293K - $321K
|
6.06K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.01KNew |
$290K - $316K
|
4.01K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4KNew |
$289K - $316K
|
4K
$319K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.98KNew |
$288K - $314K
|
3.98K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.97KNew |
$287K - $314K
|
3.97K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.95K+ 7.77% |
$285K - $312K
|
54.8K
$4.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.92K+ 3.7% |
$284K - $310K
|
110K
$8.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.84K+ 20.49% |
$278K - $303K
|
22.6K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.81K+ 8.63% |
$275K - $301K
|
47.9K
$3.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$274K - $300K
|
3.8K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.79K+ 2.58% |
$274K - $300K
|
151K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.76K+ 110.67% |
$272K - $297K
|
7.15K
$570K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.61KNew |
$261K - $285K
|
3.61K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.56KNew |
$257K - $281K
|
3.56K
$284K
|