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 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
30.9KNew |
$1.95M - $2.11M
|
30.9K
$2.61M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
30.7KNew |
$1.94M - $2.1M
|
30.7K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.4K+ 5.36% |
$1.8M - $1.95M
|
559K
$47.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
25.1K+ 3.61% |
$1.59M - $1.72M
|
720K
$60.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.1K+ 79.64% |
$1.46M - $1.58M
|
52.1K
$4.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.6K+ 4.04% |
$1.43M - $1.55M
|
582K
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
21.6KNew |
$1.36M - $1.48M
|
21.6K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
20.5K+ 13.96% |
$1.3M - $1.41M
|
168K
$14.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 511.46% |
$1.29M - $1.39M
|
24.3K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.3K+ 184.29% |
$1.22M - $1.32M
|
29.8K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
19.2KNew |
$1.22M - $1.32M
|
19.2K
$1.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
19.2K+ 39.16% |
$1.21M - $1.31M
|
68.1K
$5.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1K+ 31.99% |
$1.21M - $1.31M
|
78.8K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.5KNew |
$1.11M - $1.2M
|
17.5K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.5KNew |
$1.1M - $1.2M
|
17.5K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.1K+ 7.25% |
$1.08M - $1.17M
|
253K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
15.3KNew |
$969K - $1.05M
|
15.3K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
15K+ 2.13% |
$952K - $1.03M
|
722K
$61M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.9KNew |
$939K - $1.02M
|
14.9K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.9K+ 2.01% |
$939K - $1.02M
|
755K
$63.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.8K+ 84.29% |
$936K - $1.01M
|
32.4K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.7KNew |
$929K - $1.01M
|
14.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 2.18% |
$885K - $959K
|
655K
$55.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.4K+ 61.36% |
$849K - $920K
|
35.3K
$2.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$849K - $920K
|
13.4K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$845K - $916K
|
13.4K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
13.4K+ 6.95% |
$844K - $915K
|
205K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
13.1KNew |
$828K - $897K
|
13.1K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13K+ 1.54% |
$824K - $893K
|
857K
$72.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.7K+ 19.13% |
$805K - $872K
|
79.3K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 1.76% |
$769K - $833K
|
703K
$59.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
12.1K+ 52.41% |
$767K - $831K
|
35.3K
$2.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.9K+ 17.22% |
$749K - $812K
|
80.7K
$6.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
11.8K+ 2.36% |
$747K - $809K
|
512K
$43.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 13.01% |
$735K - $797K
|
101K
$8.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.6K+ 1.65% |
$733K - $794K
|
714K
$60.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.8K+ 11.5% |
$682K - $739K
|
105K
$8.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
10.5K+ 7.3% |
$666K - $721K
|
155K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.3K+ 57.66% |
$648K - $702K
|
28K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 2.4% |
$636K - $689K
|
429K
$36.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.99KNew |
$631K - $684K
|
9.99K
$843K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.76K+ 5.57% |
$617K - $669K
|
185K
$15.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.26KNew |
$586K - $635K
|
9.26K
$782K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.13K+ 8.4% |
$577K - $625K
|
118K
$9.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9.11K+ 285.97% |
$576K - $624K
|
12.3K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.88K+ 197.29% |
$561K - $608K
|
13.4K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.69K+ 1.78% |
$550K - $595K
|
497K
$42M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.52K+ 39.27% |
$539K - $584K
|
30.2K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.26KNew |
$522K - $566K
|
8.26K
$697K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
8.11K+ 13.14% |
$513K - $556K
|
69.8K
$5.9M
|