Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-14.4K- 5.28% |
$779K - $911K
|
259K
$21.4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 74.63% |
$829K - $970K
|
5.22K
$431K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 74.63% |
$829K - $970K
|
5.22K
$431K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.2K- 74.79% |
$927K - $1.08M
|
5.79K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3K- 61.94% |
$930K - $1.09M
|
10.6K
$875K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.9K- 10.05% |
$1.13M - $1.32M
|
187K
$15.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-28.6K- 4.68% |
$1.54M - $1.8M
|
582K
$48.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-30.3K- 7.44% |
$1.63M - $1.91M
|
376K
$31.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-38.7K- 17.96% |
$2.09M - $2.44M
|
177K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.9K- 0.85% |
$2.37M - $2.77M
|
5.15M
$425M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53.3K- 10.03% |
$2.87M - $3.36M
|
478K
$39.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-385K- 83.44% |
$20.8M - $24.3M
|
76.5K
$6.31M
|