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 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
89+ 1.13% |
$5.24K - $5.58K
|
7.94K
$650K
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
81+ 0.42% |
$4.77K - $5.08K
|
19.3K
$1.58M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
70+ 0.59% |
$4.12K - $4.39K
|
11.9K
$971K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
70+ 116.67% |
$4.12K - $4.39K
|
130
$10.6K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
66+ 0.27% |
$3.88K - $4.14K
|
24.8K
$2.03M
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
61+ 0.67% |
$3.59K - $3.83K
|
9.21K
$754K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
57+ 3.87% |
$3.35K - $3.58K
|
1.53K
$125K
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
49+ 0.63% |
$2.88K - $3.07K
|
7.84K
$642K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.31% |
$2.35K - $2.51K
|
12.8K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
36+ 3.3% |
$2.12K - $2.26K
|
1.13K
$92.3K
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.27% |
$1.82K - $1.94K
|
11.7K
$954K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.41% |
$1.77K - $1.88K
|
7.38K
$604K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.55% |
$1.77K - $1.88K
|
5.51K
$451K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.02% |
$1K - $1.07K
|
77.7K
$6.36M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12+ 0.14% |
$706 - $753
|
8.87K
$726K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
12+ 0.05% |
$706 - $753
|
25.8K
$2.11M
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
12+ 0.05% |
$706 - $753
|
22.2K
$1.81M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10+ 0.05% |
$588 - $627
|
20.4K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.03% |
$530 - $565
|
28K
$2.29M
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
8+ 0.13% |
$471 - $502
|
6.2K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.49% |
$353 - $376
|
1.23K
$101K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$294 - $314
|
2.18K
$178K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.54% |
$118 - $125
|
374
$30.6K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.04% |
$58.8 - $62.7
|
50
$4.09K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.14% |
$58.8 - $62.7
|
710
$58.1K
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $62.7
|
7.89K
$646K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.02% |
$118 - $125
|
8.21K
$672K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30Closed |
$1.77K - $1.88K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38- 0.49% |
$2.24K - $2.38K
|
7.76K
$635K
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-50- 0.45% |
$2.94K - $3.14K
|
11K
$898K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-56- 50.91% |
$3.3K - $3.51K
|
54
$4.42K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-62- 0.44% |
$3.65K - $3.89K
|
14.1K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 2.04% |
$4.18K - $4.45K
|
3.41K
$279K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-74- 15.38% |
$4.35K - $4.64K
|
407
$33.3K
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-75- 0.08% |
$4.41K - $4.7K
|
90.2K
$7.39M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-88- 4.54% |
$5.18K - $5.52K
|
1.85K
$151K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-98Closed |
$5.77K - $6.15K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-119- 3.04% |
$7K - $7.46K
|
3.79K
$310K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.13% |
$7.12K - $7.59K
|
10.5K
$863K
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-142- 2.4% |
$8.36K - $8.91K
|
5.79K
$474K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-143- 8.38% |
$8.41K - $8.97K
|
1.56K
$128K
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-185- 1.86% |
$10.9K - $11.6K
|
9.77K
$800K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-203- 12.33% |
$11.9K - $12.7K
|
1.44K
$118K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-208- 0.7% |
$12.2K - $13K
|
29.7K
$2.43M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-231Closed |
$13.6K - $14.5K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-244- 3.52% |
$14.4K - $15.3K
|
6.69K
$548K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-260- 5.85% |
$15.3K - $16.3K
|
4.18K
$342K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-299- 0.56% |
$17.6K - $18.8K
|
53.3K
$4.37M
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-328- 3.75% |
$19.3K - $20.6K
|
8.42K
$690K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-349- 1.72% |
$20.5K - $21.9K
|
19.9K
$1.63M
|