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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.36KNew |
$213K - $230K
|
3.36K
$285K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.3KNew |
$209K - $226K
|
3.3K
$280K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.25KNew |
$205K - $222K
|
3.25K
$276K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23KNew |
$204K - $221K
|
3.23K
$274K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.16KNew |
$200K - $217K
|
3.16K
$268K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.14K+ 16.34% |
$199K - $215K
|
22.4K
$1.9M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.12K+ 34.57% |
$197K - $214K
|
12.1K
$1.03M
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3K+ 4.96% |
$190K - $206K
|
63.6K
$5.39M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3K+ 5.77% |
$189K - $205K
|
54.9K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.88K+ 4.37% |
$182K - $197K
|
68.8K
$5.84M
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.87K+ 0.38% |
$181K - $197K
|
753K
$63.9M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.8K+ 4.81% |
$177K - $192K
|
60.9K
$5.17M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.73K+ 6.74% |
$173K - $187K
|
43.3K
$3.67M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.7K+ 79.06% |
$170K - $185K
|
6.1K
$518K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.5K+ 4.32% |
$158K - $171K
|
60.4K
$5.13M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.4K+ 22.3% |
$152K - $165K
|
13.2K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.4K+ 52.34% |
$152K - $164K
|
6.99K
$593K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.3K+ 1.26% |
$145K - $157K
|
185K
$15.7M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.28K+ 32.4% |
$144K - $156K
|
9.3K
$789K
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.27K+ 3.36% |
$144K - $156K
|
69.9K
$5.93M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.25K+ 13.03% |
$142K - $154K
|
19.5K
$1.65M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.24K+ 7.88% |
$142K - $153K
|
30.7K
$2.6M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.24K+ 14.26% |
$142K - $153K
|
17.9K
$1.52M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.23K+ 35.87% |
$141K - $152K
|
8.43K
$715K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.17K+ 2.05% |
$137K - $149K
|
108K
$9.16M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
2.16K+ 94.99% |
$137K - $148K
|
4.44K
$376K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.05K+ 33.05% |
$130K - $141K
|
8.27K
$701K
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
BUY
|
- |
1.99K+ 8.47% |
$126K - $136K
|
25.4K
$2.16M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.94K+ 3.45% |
$123K - $133K
|
58.2K
$4.93M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.89K+ 64.06% |
$119K - $129K
|
4.83K
$410K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.86K+ 5.38% |
$117K - $127K
|
36.3K
$3.08M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.83K+ 9.02% |
$116K - $125K
|
22.1K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.75K+ 14.43% |
$111K - $120K
|
13.9K
$1.18M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.75K+ 6.85% |
$111K - $120K
|
27.3K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.69K+ 18.08% |
$107K - $116K
|
11.1K
$938K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.69K+ 3.32% |
$107K - $116K
|
52.7K
$4.47M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 6.18% |
$99.5K - $108K
|
27K
$2.29M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.57K+ 1.92% |
$99.3K - $108K
|
83.4K
$7.08M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.53K+ 17.93% |
$96.4K - $104K
|
10K
$851K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 42.69% |
$94.7K - $103K
|
5.01K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.45K+ 0.86% |
$91.4K - $99K
|
170K
$14.4M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
1.38K+ 2.13% |
$87.3K - $94.6K
|
66.3K
$5.63M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.37K+ 10.37% |
$86.4K - $93.6K
|
14.6K
$1.23M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.37K+ 16.46% |
$86.3K - $93.5K
|
9.66K
$819K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.35K+ 9.44% |
$85.3K - $92.4K
|
15.6K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.32K+ 9.23% |
$83.4K - $90.4K
|
15.6K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.3K+ 7.71% |
$82K - $88.8K
|
18.1K
$1.54M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.23K+ 20.16% |
$77.5K - $84K
|
7.31K
$620K
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.15K+ 1.91% |
$72.5K - $78.6K
|
61.1K
$5.18M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.13K+ 18.05% |
$71.7K - $77.7K
|
7.42K
$629K
|