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 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 12.76% |
$70.2K - $76K
|
9.81K
$828K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.1K+ 1.99% |
$69.5K - $75.3K
|
56.4K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.19% |
$68.5K - $74.2K
|
92K
$7.76M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 22.71% |
$67.5K - $73.2K
|
5.77K
$487K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
997+ 26.98% |
$63K - $68.3K
|
4.69K
$396K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
995+ 4.08% |
$62.9K - $68.2K
|
25.4K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
980+ 14.66% |
$62K - $67.1K
|
7.66K
$647K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
848+ 2.66% |
$53.6K - $58.1K
|
32.7K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
811+ 5.05% |
$51.3K - $55.6K
|
16.9K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
804+ 1.04% |
$50.8K - $55.1K
|
78.1K
$6.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
766+ 12.51% |
$48.4K - $52.5K
|
6.89K
$582K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
764+ 2.04% |
$48.3K - $52.3K
|
38.2K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
733+ 5.67% |
$46.3K - $50.2K
|
13.7K
$1.15M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
667New |
$42.2K - $45.7K
|
667
$56.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
635+ 124.51% |
$40.2K - $43.5K
|
1.15K
$96.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
621+ 7.32% |
$39.3K - $42.5K
|
9.1K
$768K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
621+ 4.83% |
$39.3K - $42.5K
|
13.5K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
614+ 17.66% |
$38.8K - $42.1K
|
4.09K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
576+ 0.49% |
$36.4K - $39.5K
|
119K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
504+ 23.58% |
$31.9K - $34.5K
|
2.64K
$223K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
503+ 14.89% |
$31.8K - $34.5K
|
3.88K
$328K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
419+ 1.25% |
$26.5K - $28.7K
|
34K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
401New |
$25.4K - $27.5K
|
401
$33.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
380+ 1.97% |
$24K - $26K
|
19.7K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
364+ 2.17% |
$23K - $24.9K
|
17.1K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
345+ 7.57% |
$21.8K - $23.6K
|
4.9K
$414K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
337+ 0.97% |
$21.3K - $23.1K
|
35.2K
$2.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
337+ 3.5% |
$21.3K - $23.1K
|
9.96K
$841K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
311+ 2.81% |
$19.7K - $21.3K
|
11.4K
$961K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 1.82% |
$19.1K - $20.7K
|
16.9K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
301+ 4.44% |
$19K - $20.6K
|
7.08K
$598K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
300+ 9.88% |
$19K - $20.6K
|
3.34K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
284+ 1.84% |
$18K - $19.5K
|
15.7K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
280+ 17.96% |
$17.7K - $19.2K
|
1.84K
$155K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
274+ 2.71% |
$17.3K - $18.8K
|
10.4K
$876K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
253+ 1.71% |
$16K - $17.3K
|
15.1K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
249+ 0.45% |
$15.7K - $17.1K
|
55.9K
$4.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
237New |
$15K - $16.2K
|
237
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
230+ 19.01% |
$14.5K - $15.8K
|
1.44K
$122K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 122.7% |
$12.6K - $13.7K
|
363
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
192+ 2.39% |
$12.1K - $13.2K
|
8.22K
$694K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
189+ 3.67% |
$12K - $12.9K
|
5.34K
$451K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$10.7K - $11.6K
|
170
$14.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
166New |
$10.5K - $11.4K
|
166
$14K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
150New |
$9.48K - $10.3K
|
150
$12.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 106.52% |
$9.29K - $10.1K
|
285
$24.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
146+ 81.11% |
$9.23K - $10K
|
326
$27.5K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
114+ 1.71% |
$7.21K - $7.81K
|
6.78K
$572K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
113New |
$7.14K - $7.74K
|
113
$9.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
107+ 0.09% |
$6.77K - $7.33K
|
119K
$10M
|