Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2024. 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 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 30.3% |
$240K - $263K
|
7.26K
$613K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.29K- 31.95% |
$250K - $274K
|
7.02K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.39K- 47.41% |
$257K - $282K
|
3.76K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.71K- 60.09% |
$281K - $308K
|
2.46K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.75K- 1.57% |
$285K - $312K
|
236K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.95K- 49.76% |
$299K - $328K
|
3.99K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-4.18K- 3.52% |
$317K - $348K
|
115K
$9.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-4.78K- 1.18% |
$363K - $398K
|
402K
$33.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.84K- 1.85% |
$367K - $403K
|
256K
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.86K- 5.62% |
$445K - $488K
|
98.4K
$8.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.41K- 27.3% |
$486K - $533K
|
17.1K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.13K- 46.91% |
$541K - $593K
|
8.06K
$681K
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-7.2K- 18.09% |
$546K - $599K
|
32.6K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 0.85% |
$560K - $614K
|
864K
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-7.83K- 2.02% |
$594K - $652K
|
380K
$32M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.95K- 7.86% |
$679K - $745K
|
105K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 3.48% |
$796K - $873K
|
291K
$24.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 1.55% |
$846K - $928K
|
708K
$59.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.8K- 39.99% |
$893K - $979K
|
17.7K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.4K- 1.92% |
$1.02M - $1.12M
|
687K
$58M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-13.9K- 33.52% |
$1.05M - $1.15M
|
27.5K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.4K- 9.79% |
$1.09M - $1.19M
|
132K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-15.9K- 9.52% |
$1.21M - $1.33M
|
152K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16K- 6.53% |
$1.21M - $1.33M
|
229K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.2K- 1.12% |
$1.23M - $1.35M
|
1.43M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16.3K- 2.42% |
$1.24M - $1.35M
|
655K
$55.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.8K- 3.09% |
$1.27M - $1.39M
|
525K
$44.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.4K- 4.46% |
$1.32M - $1.45M
|
374K
$31.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.2K- 16.82% |
$1.45M - $1.59M
|
94.7K
$7.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 12.32% |
$1.49M - $1.63M
|
140K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-19.8K- 2.05% |
$1.5M - $1.65M
|
946K
$79.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22K- 72.28% |
$1.67M - $1.83M
|
8.43K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.6K- 41.52% |
$1.72M - $1.88M
|
31.9K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.3K- 21.11% |
$1.77M - $1.94M
|
87K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-28.9K- 28.14% |
$2.19M - $2.4M
|
73.7K
$6.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-30K- 73.56% |
$2.28M - $2.5M
|
10.8K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.8K- 6.31% |
$2.41M - $2.64M
|
472K
$39.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33.2K- 41.75% |
$2.52M - $2.77M
|
46.4K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-35.4K- 84.79% |
$2.68M - $2.94M
|
6.34K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-37.2K- 27.45% |
$2.82M - $3.1M
|
98.3K
$8.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41.5K- 57.43% |
$3.15M - $3.45M
|
30.8K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51K- 3.37% |
$3.87M - $4.24M
|
1.46M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55K- 92.71% |
$4.18M - $4.58M
|
4.33K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-55.3K- 36.2% |
$4.2M - $4.6M
|
97.5K
$8.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76.7K- 44.79% |
$5.82M - $6.39M
|
94.6K
$7.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-78.6K- 90.07% |
$5.97M - $6.54M
|
8.66K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-79.1K- 32.78% |
$6.01M - $6.59M
|
162K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-86.1K- 34.48% |
$6.53M - $7.16M
|
164K
$13.8M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-95.9K- 37.86% |
$7.28M - $7.98M
|
157K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121K- 25.71% |
$9.21M - $10.1M
|
350K
$29.6M
|