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 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-105- 0.12% |
$7.59K - $8.3K
|
89.1K
$7.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 0.02% |
$8.46K - $9.25K
|
497K
$41.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-120- 0.53% |
$8.68K - $9.48K
|
22.6K
$1.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-135- 0.97% |
$9.76K - $10.7K
|
13.8K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-149- 6.13% |
$10.8K - $11.8K
|
2.28K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-149- 9.39% |
$10.8K - $11.8K
|
1.44K
$120K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-150- 0.78% |
$10.8K - $11.9K
|
19K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-160- 3.67% |
$11.6K - $12.6K
|
4.21K
$350K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-166- 1.53% |
$12K - $13.1K
|
10.7K
$893K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-171- 4.36% |
$12.4K - $13.5K
|
3.75K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-173- 0.59% |
$12.5K - $13.7K
|
29K
$2.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-179- 1.61% |
$12.9K - $14.1K
|
11K
$913K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-183- 1.3% |
$13.2K - $14.5K
|
13.9K
$1.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-191- 7.11% |
$13.8K - $15.1K
|
2.5K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-199- 2.19% |
$14.4K - $15.7K
|
8.9K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-202- 1.71% |
$14.6K - $16K
|
11.6K
$965K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-207- 1.8% |
$15K - $16.4K
|
11.3K
$941K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-211- 2.34% |
$15.3K - $16.7K
|
8.8K
$733K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-244- 2.28% |
$17.6K - $19.3K
|
10.5K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-282- 3.59% |
$20.4K - $22.3K
|
7.58K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-285- 1.69% |
$20.6K - $22.5K
|
16.6K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 5.76% |
$21.7K - $23.7K
|
4.91K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-306- 6.36% |
$22.1K - $24.2K
|
4.51K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-320- 3.32% |
$23.1K - $25.3K
|
9.33K
$777K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-329- 2.83% |
$23.8K - $26K
|
11.3K
$942K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-338- 3.17% |
$24.4K - $26.7K
|
10.3K
$859K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-347- 4.38% |
$25.1K - $27.4K
|
7.57K
$631K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-358- 7.67% |
$25.9K - $28.3K
|
4.31K
$359K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-359- 0.81% |
$26K - $28.4K
|
44.1K
$3.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-371- 4.85% |
$26.8K - $29.3K
|
7.28K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-400- 43.24% |
$28.9K - $31.6K
|
525
$43.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-410- 15.09% |
$29.6K - $32.4K
|
2.31K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-411- 11.79% |
$29.7K - $32.5K
|
3.08K
$256K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-425- 12.13% |
$30.7K - $33.6K
|
3.08K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-425- 0.44% |
$30.7K - $33.6K
|
95.4K
$7.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-493- 8.33% |
$35.6K - $39K
|
5.42K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-502- 4.59% |
$36.3K - $39.7K
|
10.4K
$869K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-528- 14.1% |
$38.2K - $41.7K
|
3.22K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-640- 20.51% |
$46.3K - $50.6K
|
2.48K
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-646- 7.7% |
$46.7K - $51K
|
7.74K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-649- 53.86% |
$46.9K - $51.3K
|
556
$46.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-674- 2.24% |
$48.7K - $53.3K
|
29.4K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-752- 3.51% |
$54.4K - $59.4K
|
20.6K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-779- 0.46% |
$56.3K - $61.6K
|
168K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-827- 13.13% |
$59.8K - $65.3K
|
5.47K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-852- 18.92% |
$61.6K - $67.3K
|
3.65K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-941- 0.56% |
$68K - $74.4K
|
167K
$13.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-946- 3.8% |
$68.4K - $74.8K
|
23.9K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-959- 23.9% |
$69.3K - $75.8K
|
3.05K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.01K- 5.36% |
$73.2K - $80K
|
17.9K
$1.49M
|