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 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.99KNew |
$505K - $547K
|
7.99K
$674K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.49K+ 25.17% |
$474K - $513K
|
37.2K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.41K+ 4.45% |
$469K - $508K
|
174K
$14.7M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.25K+ 5.01% |
$459K - $497K
|
152K
$12.8M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.06K+ 162.79% |
$446K - $484K
|
11.4K
$962K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.68K+ 44.09% |
$422K - $457K
|
21.8K
$1.84M
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.62K+ 146.96% |
$419K - $453K
|
11.1K
$939K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.6K+ 11.79% |
$417K - $452K
|
62.6K
$5.28M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.57K+ 2.03% |
$415K - $450K
|
330K
$27.8M
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.48K+ 3.06% |
$410K - $444K
|
218K
$18.4M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.24K+ 3.07% |
$395K - $428K
|
209K
$17.7M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5.96K+ 6.0% |
$377K - $408K
|
105K
$8.89M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.92K+ 21.91% |
$375K - $406K
|
33K
$2.78M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
5.83K+ 13.17% |
$368K - $399K
|
50.1K
$4.23M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.58K+ 30.91% |
$353K - $382K
|
23.6K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.5K+ 31.93% |
$348K - $377K
|
22.7K
$1.92M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.46K+ 23.31% |
$345K - $374K
|
28.9K
$2.44M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.3K+ 142.28% |
$335K - $363K
|
9.03K
$762K
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.27K+ 4.15% |
$333K - $361K
|
132K
$11.2M
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.27K+ 52.51% |
$333K - $361K
|
15.3K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.25K+ 5.12% |
$332K - $360K
|
108K
$9.1M
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.22K+ 29.89% |
$330K - $358K
|
22.7K
$1.91M
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.2K+ 6.13% |
$329K - $356K
|
90K
$7.6M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.12K+ 61.9% |
$324K - $351K
|
13.4K
$1.13M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.03K+ 8.14% |
$318K - $344K
|
66.8K
$5.64M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.01K+ 20.13% |
$317K - $343K
|
29.9K
$2.52M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
4.98KNew |
$315K - $341K
|
4.98K
$420K
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.79K+ 2.26% |
$303K - $328K
|
217K
$18.3M
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.78K+ 3.02% |
$302K - $327K
|
163K
$13.8M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.62KNew |
$292K - $316K
|
4.62K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.58K+ 43.43% |
$290K - $314K
|
15.1K
$1.28M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.57K+ 11.27% |
$289K - $313K
|
45.1K
$3.81M
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.56KNew |
$288K - $312K
|
4.56K
$385K
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.47K+ 0.65% |
$283K - $306K
|
696K
$58.8M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.33K+ 36.89% |
$274K - $296K
|
16.1K
$1.36M
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.13K+ 2.0% |
$261K - $283K
|
211K
$17.8M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.12K+ 122.05% |
$261K - $282K
|
7.5K
$633K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.04KNew |
$255K - $277K
|
4.04K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
4K+ 123.28% |
$253K - $274K
|
7.25K
$612K
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.99K+ 4.45% |
$253K - $274K
|
93.7K
$7.91M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.86K+ 97.92% |
$244K - $264K
|
7.79K
$658K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$235K - $255K
|
3.72K
$314K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
3.66K+ 1.35% |
$231K - $251K
|
274K
$23.1M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.62KNew |
$229K - $248K
|
3.62K
$305K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.59K+ 1.35% |
$227K - $246K
|
270K
$22.8M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.58KNew |
$226K - $245K
|
3.58K
$302K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.51K+ 25.26% |
$222K - $240K
|
17.4K
$1.47M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.47K+ 52.98% |
$220K - $238K
|
10K
$847K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.45KNew |
$218K - $237K
|
3.45K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.44K+ 46.18% |
$217K - $235K
|
10.9K
$918K
|