Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2023. 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 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21M+ 28.41% |
$203M - $220M
|
14.5M
$1.22B
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.16M+ 2970.89% |
$73.5M - $79.7M
|
1.2M
$101M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
859K+ 13628.34% |
$54.3M - $58.8M
|
865K
$73M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
835K+ 12.38% |
$52.8M - $57.2M
|
7.58M
$640M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
495K+ 16.89% |
$31.3M - $33.9M
|
3.43M
$289M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
478K+ 10.23% |
$30.3M - $32.8M
|
5.15M
$435M
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
393KNew |
$24.8M - $26.9M
|
393K
$33.2M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
326K+ 279.99% |
$20.6M - $22.4M
|
443K
$37.4M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
275KNew |
$17.4M - $18.8M
|
275K
$23.2M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
255KNew |
$16.1M - $17.5M
|
255K
$21.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242K+ 47.39% |
$15.3M - $16.6M
|
753K
$63.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
233K+ 48.94% |
$14.7M - $16M
|
709K
$59.9M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
232KNew |
$14.7M - $15.9M
|
232K
$19.6M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
186K+ 256.73% |
$11.7M - $12.7M
|
258K
$21.8M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
177KNew |
$11.2M - $12.1M
|
177K
$14.9M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 12.6% |
$10.3M - $11.2M
|
1.46M
$123M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 2.69% |
$10.3M - $11.2M
|
6.21M
$525M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
156K+ 8.55% |
$9.87M - $10.7M
|
1.98M
$167M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
145KNew |
$9.19M - $9.95M
|
145K
$12.3M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
138K+ 363.96% |
$8.75M - $9.47M
|
176K
$14.9M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
138K+ 5791.95% |
$8.74M - $9.47M
|
141K
$11.9M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
125K+ 196.6% |
$7.91M - $8.57M
|
189K
$15.9M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107K+ 11.34% |
$6.74M - $7.3M
|
1.05M
$88.3M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
105KNew |
$6.66M - $7.22M
|
105K
$8.9M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98.5K+ 4.33% |
$6.23M - $6.75M
|
2.37M
$200M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
88.4K+ 205.52% |
$5.59M - $6.05M
|
131K
$11.1M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
86.5K+ 1076.59% |
$5.47M - $5.92M
|
94.5K
$7.98M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
78.3K+ 1499.27% |
$4.95M - $5.36M
|
83.5K
$7.05M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76.5K+ 11.52% |
$4.84M - $5.24M
|
741K
$62.5M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75.7K+ 6200.0% |
$4.79M - $5.19M
|
76.9K
$6.49M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.1K+ 6.32% |
$4.75M - $5.15M
|
1.26M
$107M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
74.4K+ 46.01% |
$4.71M - $5.1M
|
236K
$19.9M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
69.2K+ 13.43% |
$4.37M - $4.74M
|
584K
$49.3M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
67.9K+ 17.06% |
$4.29M - $4.65M
|
466K
$39.3M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.3K+ 31.43% |
$4.07M - $4.4M
|
269K
$22.7M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
64.1K+ 309.01% |
$4.05M - $4.39M
|
84.9K
$7.16M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
63.9K+ 15.34% |
$4.04M - $4.38M
|
481K
$40.6M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
59.3K+ 148.36% |
$3.75M - $4.06M
|
99.3K
$8.39M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53.4K+ 23.38% |
$3.38M - $3.66M
|
282K
$23.8M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
51.1KNew |
$3.23M - $3.5M
|
51.1K
$4.31M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
48.9K+ 9.61% |
$3.09M - $3.35M
|
558K
$47.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.1KNew |
$2.79M - $3.02M
|
44.1K
$3.72M
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
43.4K+ 39.32% |
$2.74M - $2.97M
|
154K
$13M
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
43.2K+ 13.08% |
$2.73M - $2.96M
|
373K
$31.5M
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
42.8K+ 105.17% |
$2.7M - $2.93M
|
83.4K
$7.04M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.4K+ 8.01% |
$2.68M - $2.9M
|
571K
$48.2M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
37.7K+ 8.28% |
$2.39M - $2.58M
|
493K
$41.6M
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
37.1K+ 71.79% |
$2.34M - $2.54M
|
88.7K
$7.49M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.5K+ 15.08% |
$2.12M - $2.3M
|
256K
$21.6M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
33.5K+ 2.88% |
$2.12M - $2.29M
|
1.2M
$101M
|