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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.56KNew |
$257K - $281K
|
3.56K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.5K+ 78.81% |
$253K - $276K
|
7.93K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.41K+ 3.01% |
$247K - $270K
|
117K
$9.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.41K+ 2.59% |
$246K - $269K
|
135K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.35KNew |
$242K - $265K
|
3.35K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.22KNew |
$232K - $254K
|
3.22K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.21K+ 4.53% |
$232K - $254K
|
74.1K
$6.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.21KNew |
$232K - $254K
|
3.21K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.16K+ 3.12% |
$228K - $249K
|
104K
$8.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.05K+ 97.56% |
$220K - $241K
|
6.17K
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.04KNew |
$219K - $240K
|
3.04K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3KNew |
$217K - $237K
|
3K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.99K+ 5.69% |
$216K - $236K
|
55.4K
$4.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.99K+ 78.02% |
$216K - $236K
|
6.81K
$571K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.99K+ 3.02% |
$216K - $236K
|
102K
$8.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.94K+ 23.46% |
$212K - $232K
|
15.5K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.93KNew |
$212K - $232K
|
2.93K
$246K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.92K+ 0.6% |
$211K - $231K
|
489K
$41M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 11.0% |
$206K - $225K
|
28.7K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 3.01% |
$205K - $224K
|
96.8K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.78K+ 4.25% |
$201K - $220K
|
68.1K
$5.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.74K+ 1.81% |
$198K - $216K
|
154K
$12.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 108.85% |
$190K - $208K
|
5.05K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
2.63KNew |
$190K - $208K
|
2.63K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$188K - $205K
|
2.6K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.59KNew |
$187K - $205K
|
2.59K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.57K+ 15.81% |
$186K - $203K
|
18.9K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
2.52K+ 8.26% |
$182K - $199K
|
33K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.42K+ 6.06% |
$175K - $191K
|
42.3K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.4K+ 7.18% |
$173K - $189K
|
35.7K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.31K+ 2.07% |
$167K - $182K
|
114K
$9.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.3K+ 3.98% |
$167K - $182K
|
60.2K
$5.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 0.89% |
$166K - $181K
|
258K
$21.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.23K+ 1.33% |
$162K - $177K
|
170K
$14.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.23K+ 3.89% |
$161K - $176K
|
59.4K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.12K+ 4.26% |
$153K - $167K
|
51.8K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.11K+ 5.51% |
$153K - $167K
|
40.4K
$3.39M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.05K+ 10.5% |
$148K - $162K
|
21.5K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 22.48% |
$143K - $156K
|
10.7K
$901K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.95KNew |
$141K - $154K
|
1.95K
$163K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.94K+ 8.51% |
$140K - $153K
|
24.7K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.91K+ 1.76% |
$138K - $151K
|
110K
$9.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.91K+ 0.58% |
$138K - $151K
|
333K
$27.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.88K+ 9.98% |
$136K - $149K
|
20.8K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.81K+ 19.79% |
$131K - $143K
|
10.9K
$918K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.74K+ 2.05% |
$126K - $138K
|
86.6K
$7.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 21.7% |
$122K - $134K
|
9.48K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.64K+ 0.81% |
$119K - $130K
|
206K
$17.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.61K+ 0.41% |
$116K - $127K
|
391K
$32.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.6K+ 2.26% |
$116K - $126K
|
72.3K
$6.06M
|