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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.28KNew |
$75.6K - $80.5K
|
1.28K
$105K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.24K+ 35.6% |
$72.7K - $77.5K
|
4.7K
$385K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.22KNew |
$71.8K - $76.5K
|
1.22K
$99.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
1.13K+ 0.22% |
$66.2K - $70.6K
|
509K
$41.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1KNew |
$64.7K - $69K
|
1.1K
$90K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.09K+ 6.39% |
$63.8K - $68.1K
|
18.1K
$1.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.09KNew |
$63.8K - $68.1K
|
1.09K
$88.8K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 25.22% |
$62.9K - $67.1K
|
5.31K
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.06K+ 9.91% |
$62.5K - $66.6K
|
11.8K
$964K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
960+ 9.06% |
$56.5K - $60.2K
|
11.6K
$946K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
950+ 12.97% |
$55.9K - $59.6K
|
8.27K
$677K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
926+ 8.44% |
$54.5K - $58.1K
|
11.9K
$974K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
886+ 9.5% |
$52.1K - $55.6K
|
10.2K
$836K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
830+ 17.13% |
$48.8K - $52.1K
|
5.67K
$464K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
830+ 17.13% |
$48.8K - $52.1K
|
5.67K
$464K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
791New |
$46.5K - $49.6K
|
791
$64.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
762+ 1.6% |
$44.8K - $47.8K
|
48.4K
$3.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
629+ 26.21% |
$37K - $39.5K
|
3.03K
$248K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
598+ 6.89% |
$35.2K - $37.5K
|
9.28K
$759K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
555+ 1.24% |
$32.7K - $34.8K
|
45.4K
$3.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
548+ 4.8% |
$32.2K - $34.4K
|
12K
$980K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
541New |
$31.8K - $33.9K
|
541
$44.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
491+ 0.5% |
$28.9K - $30.8K
|
97.8K
$8M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
478+ 20.39% |
$28.1K - $30K
|
2.82K
$231K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
444New |
$26.1K - $27.9K
|
444
$36.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
434+ 3.2% |
$25.5K - $27.2K
|
14K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417New |
$24.5K - $26.2K
|
417
$34.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
402+ 10.94% |
$23.7K - $25.2K
|
4.08K
$334K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
373+ 29.56% |
$21.9K - $23.4K
|
1.64K
$134K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
365+ 95.3% |
$21.5K - $22.9K
|
748
$61.2K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
365New |
$21.5K - $22.9K
|
365
$29.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
302+ 0.12% |
$17.8K - $18.9K
|
256K
$21M
|
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
300+ 0.46% |
$17.7K - $18.8K
|
66.2K
$5.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
275+ 6.78% |
$16.2K - $17.3K
|
4.33K
$355K
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
271+ 5.28% |
$15.9K - $17K
|
5.4K
$442K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
267+ 1.88% |
$15.7K - $16.7K
|
14.4K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$15.4K - $16.4K
|
261
$21.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
260+ 6.07% |
$15.3K - $16.3K
|
4.55K
$372K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
245+ 0.68% |
$14.4K - $15.4K
|
36.1K
$2.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
223+ 2.56% |
$13.1K - $14K
|
8.93K
$731K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
208+ 0.39% |
$12.2K - $13K
|
54K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 1.16% |
$12.2K - $13K
|
18.1K
$1.48M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 3.88% |
$12.1K - $12.9K
|
5.49K
$450K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
139+ 8.22% |
$8.18K - $8.72K
|
1.83K
$150K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
138+ 1.79% |
$8.12K - $8.66K
|
7.86K
$643K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
126+ 1.58% |
$7.41K - $7.9K
|
8.09K
$662K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
115+ 3.42% |
$6.77K - $7.21K
|
3.48K
$285K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
113+ 2.12% |
$6.65K - $7.09K
|
5.43K
$445K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
109+ 1.3% |
$6.41K - $6.84K
|
8.5K
$695K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
109+ 0.46% |
$6.41K - $6.84K
|
24K
$1.97M
|