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 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
83+ 1.73% |
$6K - $6.56K
|
4.89K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81+ 0.22% |
$5.86K - $6.4K
|
36.3K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
78+ 0.36% |
$5.64K - $6.16K
|
21.9K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
76+ 0.38% |
$5.5K - $6.01K
|
20.2K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
74+ 0.78% |
$5.35K - $5.85K
|
9.55K
$806K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
73New |
$5.28K - $5.77K
|
73
$6.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
71+ 1.3% |
$5.13K - $5.61K
|
5.55K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
65+ 10.83% |
$4.7K - $5.14K
|
665
$56.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
60+ 1.41% |
$4.34K - $4.74K
|
4.33K
$365K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$3.69K - $4.03K
|
51
$4.31K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
49+ 0.73% |
$3.54K - $3.87K
|
6.79K
$574K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47+ 4700.0% |
$3.4K - $3.71K
|
48
$4.05K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
45+ 0.14% |
$3.25K - $3.56K
|
32.6K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$2.96K - $3.24K
|
41
$3.46K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.18% |
$2.68K - $2.92K
|
21K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35+ 0.25% |
$2.53K - $2.77K
|
13.9K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 24.11% |
$1.95K - $2.13K
|
139
$11.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
26New |
$1.88K - $2.05K
|
26
$2.19K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 4.72% |
$1.81K - $1.98K
|
555
$46.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$1.74K - $1.9K
|
24
$2.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
21+ 0.41% |
$1.52K - $1.66K
|
5.13K
$433K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12+ 0.17% |
$868 - $948
|
7.19K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$578 - $632
|
6.98K
$589K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$506 - $553
|
7
$591
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.4% |
$362 - $395
|
1.26K
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.12% |
$289 - $316
|
3.21K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$289 - $316
|
4.53K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3+ 0.07% |
$217 - $237
|
4.18K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.06% |
$217 - $237
|
4.79K
$404K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$145 - $158
|
473
$39.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.47% |
$145 - $158
|
429
$36.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$145 - $158
|
4.83K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$72.3 - $79
|
3.66K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.93% |
$72.3 - $79
|
109
$9.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.03% |
$72.3 - $79
|
2.93K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.01% |
$289 - $316
|
46.7K
$3.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-6- 3.13% |
$434 - $474
|
186
$15.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-7- 0.16% |
$506 - $553
|
4.44K
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.6% |
$868 - $948
|
1.97K
$167K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13- 0.48% |
$940 - $1.03K
|
2.7K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 0.49% |
$1.52K - $1.66K
|
4.27K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.15% |
$1.66K - $1.82K
|
15.7K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-26- 0.44% |
$1.88K - $2.05K
|
5.87K
$496K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27- 0.51% |
$1.95K - $2.13K
|
5.26K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-61- 11.47% |
$4.41K - $4.82K
|
471
$39.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-69- 0.29% |
$4.99K - $5.45K
|
23.4K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-96- 0.76% |
$6.94K - $7.59K
|
12.5K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 35.48% |
$7.16K - $7.82K
|
180
$15.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-99- 0.26% |
$7.16K - $7.82K
|
38.6K
$3.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-100- 0.36% |
$7.23K - $7.9K
|
28.1K
$2.37M
|