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 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.85K- 66.81% |
$462K - $492K
|
3.9K
$319K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.07KClosed |
$475K - $506K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.24K- 3.78% |
$485K - $517K
|
210K
$17.2M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.34KClosed |
$491K - $523K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.45K- 62.75% |
$497K - $530K
|
5.02K
$411K
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.15K- 4.77% |
$538K - $574K
|
183K
$15M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-12.9K- 78.45% |
$759K - $810K
|
3.55K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-14.2K- 1.69% |
$835K - $890K
|
826K
$67.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-15.5K- 33.32% |
$911K - $971K
|
31K
$2.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-16.6K- 8.82% |
$974K - $1.04M
|
171K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 1.3% |
$995K - $1.06M
|
1.28M
$105M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-17.1K- 1.44% |
$1.01M - $1.07M
|
1.17M
$95.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.9K- 9.23% |
$1.23M - $1.31M
|
205K
$16.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-24.7KClosed |
$1.46M - $1.55M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-28.6K- 4.35% |
$1.68M - $1.79M
|
629K
$51.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-32.2KClosed |
$1.9M - $2.02M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-65K- 10.51% |
$3.82M - $4.08M
|
553K
$45.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-70.5K- 10.1% |
$4.15M - $4.42M
|
628K
$51.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-89.5KClosed |
$5.27M - $5.62M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-89.8K- 38.76% |
$5.28M - $5.63M
|
142K
$11.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-92.8K- 11.58% |
$5.46M - $5.82M
|
708K
$58M
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-98.2K- 94.1% |
$5.78M - $6.16M
|
6.16K
$504K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-121KClosed |
$7.13M - $7.6M
|
0
$0
|