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 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-27.6K- 34.7% |
$1.74M - $1.89M
|
51.9K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28.9K- 4.25% |
$1.83M - $1.98M
|
650K
$54.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.1K- 2.4% |
$1.9M - $2.06M
|
1.23M
$104M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-31.1K- 17.9% |
$1.96M - $2.13M
|
142K
$12M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-34.3K- 0.47% |
$2.17M - $2.35M
|
7.25M
$612M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.1K- 12.63% |
$2.28M - $2.47M
|
250K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.5K- 14.58% |
$2.43M - $2.64M
|
225K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39K- 71.56% |
$2.47M - $2.67M
|
15.5K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.2K- 10.47% |
$2.48M - $2.69M
|
336K
$28.3M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-40.2K- 37.68% |
$2.54M - $2.75M
|
66.4K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.6K- 87.99% |
$2.76M - $2.98M
|
5.95K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-43.7K- 4.7% |
$2.76M - $2.99M
|
885K
$74.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-56.1K- 5.64% |
$3.55M - $3.84M
|
938K
$79.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-57.9K- 91.39% |
$3.66M - $3.96M
|
5.45K
$460K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.6K- 72.51% |
$4.97M - $5.39M
|
29.8K
$2.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-94.7K- 36.62% |
$5.99M - $6.49M
|
164K
$13.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-103K- 15.58% |
$6.52M - $7.06M
|
558K
$47.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-134K- 82.15% |
$8.49M - $9.2M
|
29.2K
$2.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-256K- 58.6% |
$16.2M - $17.5M
|
181K
$15.3M
|