Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5KNew |
$620K - $661K
|
10.5K
$833K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10K+ 70.03% |
$590K - $629K
|
24.3K
$1.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
9.65K+ 2.5% |
$568K - $605K
|
396K
$31.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
9.23K+ 16.42% |
$543K - $579K
|
65.4K
$5.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.52K+ 8.41% |
$501K - $534K
|
110K
$8.69M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.77K+ 26.0% |
$457K - $487K
|
37.6K
$2.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.65K+ 19.92% |
$450K - $480K
|
46.1K
$3.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.47K+ 174.73% |
$440K - $469K
|
11.8K
$930K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.83K+ 7.57% |
$402K - $428K
|
97K
$7.67M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.75KNew |
$397K - $424K
|
6.75K
$534K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.67K+ 6.66% |
$392K - $418K
|
107K
$8.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
6.61K+ 5.44% |
$389K - $415K
|
128K
$10.1M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.1KNew |
$359K - $382K
|
6.1K
$482K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.32KNew |
$313K - $334K
|
5.32K
$421K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19K+ 0.73% |
$305K - $325K
|
716K
$56.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.01K+ 8.44% |
$295K - $314K
|
64.4K
$5.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.95K+ 6.54% |
$291K - $310K
|
80.6K
$6.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
4.92KNew |
$289K - $309K
|
4.92K
$389K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.88K+ 10.12% |
$287K - $306K
|
53.2K
$4.21M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.87KNew |
$286K - $305K
|
4.87K
$385K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
4.47K+ 131.41% |
$263K - $280K
|
7.87K
$622K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
4.43KNew |
$261K - $278K
|
4.43K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$259K - $276K
|
4.4K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.3K+ 2.26% |
$253K - $270K
|
195K
$15.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$249K - $266K
|
4.24K
$335K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.03K+ 16.46% |
$237K - $253K
|
28.5K
$2.26M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.85KNew |
$227K - $242K
|
3.85K
$305K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.74KNew |
$220K - $234K
|
3.74K
$295K
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.64K+ 7.75% |
$214K - $228K
|
50.6K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.6K+ 144.0% |
$212K - $226K
|
6.1K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
3.53KNew |
$208K - $222K
|
3.53K
$279K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.52KNew |
$207K - $221K
|
3.52K
$278K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.36K+ 4.94% |
$197K - $211K
|
71.3K
$5.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.32K+ 14.86% |
$196K - $209K
|
25.7K
$2.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.19K+ 21.68% |
$188K - $200K
|
17.9K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.18KNew |
$187K - $199K
|
3.18K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.05K+ 0.42% |
$180K - $191K
|
736K
$58.2M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.87K+ 15.12% |
$169K - $180K
|
21.9K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.85K+ 14.16% |
$168K - $179K
|
23K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.78K+ 22.91% |
$164K - $174K
|
14.9K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.74K+ 11.08% |
$161K - $172K
|
27.5K
$2.17M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 36.63% |
$142K - $152K
|
9.02K
$713K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.12K+ 2.65% |
$125K - $133K
|
81.8K
$6.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.08K+ 22.14% |
$122K - $131K
|
11.5K
$908K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 126.78% |
$115K - $123K
|
3.51K
$277K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.86K+ 50.69% |
$110K - $117K
|
5.53K
$438K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.75K+ 20.69% |
$103K - $109K
|
10.2K
$805K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.52K+ 15.07% |
$89.4K - $95.3K
|
11.6K
$918K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.38K+ 34.87% |
$81.2K - $86.6K
|
5.34K
$422K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.22% |
$75.7K - $80.7K
|
41.2K
$3.26M
|