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 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 3.38% |
$69.7K - $75.6K
|
31.6K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.14K- 1.88% |
$72K - $78K
|
59.5K
$5.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.16K- 39.55% |
$73.2K - $79.3K
|
1.77K
$149K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 14.47% |
$73.7K - $79.8K
|
6.89K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.2K- 0.25% |
$75.8K - $82.1K
|
487K
$41.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 0.69% |
$81.9K - $88.8K
|
185K
$15.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.42K- 28.57% |
$89.7K - $97.1K
|
3.55K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.48K- 2.26% |
$93.7K - $102K
|
64.1K
$5.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.49K- 30.06% |
$94.5K - $102K
|
3.48K
$293K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.55K- 83.78% |
$98K - $106K
|
300
$25.3K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 5.67% |
$100K - $108K
|
26.3K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.71K- 2.63% |
$108K - $117K
|
63K
$5.32M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.74K- 5.62% |
$110K - $119K
|
29.2K
$2.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.75K- 28.21% |
$111K - $120K
|
4.45K
$376K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.76K- 19.68% |
$111K - $120K
|
7.17K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.76K- 1.61% |
$111K - $121K
|
108K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.83K- 28.35% |
$116K - $125K
|
4.63K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.02K- 12.23% |
$128K - $139K
|
14.5K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.23K- 24.43% |
$141K - $153K
|
6.89K
$582K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.3K- 6.47% |
$146K - $158K
|
33.3K
$2.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.37K- 5.69% |
$150K - $162K
|
39.2K
$3.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.37K- 15.19% |
$150K - $162K
|
13.2K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.4K- 15.49% |
$152K - $164K
|
13.1K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.44K- 3.1% |
$154K - $167K
|
76.3K
$6.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.21K- 12.19% |
$203K - $220K
|
23.1K
$1.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.6K- 41.2% |
$227K - $246K
|
5.13K
$433K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.6K- 32.35% |
$228K - $247K
|
7.54K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.76K- 5.76% |
$238K - $257K
|
61.4K
$5.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.98K- 5.25% |
$252K - $272K
|
71.8K
$6.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.57K- 2.44% |
$289K - $313K
|
182K
$15.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.94K- 6.29% |
$312K - $338K
|
73.6K
$6.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.03K- 1.47% |
$318K - $345K
|
337K
$28.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.11K- 2.15% |
$386K - $418K
|
278K
$23.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.17K- 4.34% |
$390K - $422K
|
136K
$11.5M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-6.28K- 10.27% |
$397K - $430K
|
54.9K
$4.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6.33K- 20.05% |
$400K - $433K
|
25.2K
$2.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 22.23% |
$423K - $458K
|
23.4K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.8K- 1.07% |
$430K - $465K
|
628K
$53M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.16K- 1.69% |
$516K - $559K
|
474K
$40.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-8.97K- 5.49% |
$567K - $615K
|
155K
$13M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.7K- 70.07% |
$802K - $869K
|
5.42K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-13.5K- 60.05% |
$855K - $926K
|
9K
$760K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-13.9K- 25.39% |
$877K - $950K
|
40.7K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.4K- 98.74% |
$1.04M - $1.13M
|
210
$17.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 33.33% |
$1.09M - $1.18M
|
34.4K
$2.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.3K- 3.79% |
$1.22M - $1.32M
|
490K
$41.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-22.8K- 3.67% |
$1.44M - $1.56M
|
597K
$50.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.7K- 37.09% |
$1.5M - $1.63M
|
40.3K
$3.4M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26.9K- 3.43% |
$1.7M - $1.85M
|
759K
$64.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26.9K- 3.43% |
$1.7M - $1.85M
|
759K
$64.1M
|