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 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.29K+ 0.84% |
$553K - $607K
|
878K
$73.1M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
7.19KNew |
$545K - $598K
|
7.19K
$599K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.11K+ 6.44% |
$540K - $592K
|
117K
$9.78M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
7.03K+ 5.02% |
$533K - $585K
|
147K
$12.3M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.89K+ 144.83% |
$523K - $573K
|
11.6K
$970K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
6.09K+ 17.03% |
$462K - $507K
|
41.8K
$3.48M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.99K+ 78.56% |
$455K - $499K
|
13.6K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.99K+ 120.19% |
$454K - $498K
|
11K
$914K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.93K+ 735.48% |
$450K - $493K
|
6.73K
$561K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.9K+ 1.18% |
$448K - $491K
|
505K
$42M
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.84K+ 4.86% |
$443K - $486K
|
126K
$10.5M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.72K+ 83.97% |
$434K - $476K
|
12.5K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51K+ 3.44% |
$418K - $458K
|
166K
$13.8M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.5K+ 25.54% |
$417K - $458K
|
27K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.44K+ 7.62% |
$413K - $453K
|
76.8K
$6.4M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
5.38K+ 1.91% |
$409K - $448K
|
287K
$23.9M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.36K+ 55.38% |
$407K - $446K
|
15K
$1.25M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.24K+ 6.86% |
$397K - $436K
|
81.6K
$6.8M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.11KNew |
$388K - $425K
|
5.11K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.96K+ 22.55% |
$377K - $413K
|
27K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.88K+ 7.93% |
$370K - $406K
|
66.4K
$5.53M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.81K+ 21.99% |
$365K - $400K
|
26.7K
$2.22M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.78KNew |
$362K - $397K
|
4.78K
$398K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.73KNew |
$359K - $393K
|
4.73K
$393K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$356K - $390K
|
4.69K
$391K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 1.95% |
$353K - $388K
|
244K
$20.3M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.66KNew |
$353K - $388K
|
4.66K
$388K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.47K+ 28.21% |
$339K - $372K
|
20.3K
$1.69M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.38K+ 136.15% |
$332K - $364K
|
7.59K
$632K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.26K+ 3.54% |
$323K - $355K
|
125K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.22K+ 58.1% |
$320K - $351K
|
11.5K
$956K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.21K+ 25.9% |
$319K - $350K
|
20.5K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.19K+ 14.87% |
$318K - $349K
|
32.4K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.04K+ 5.36% |
$306K - $336K
|
79.3K
$6.61M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.97KNew |
$301K - $330K
|
3.97K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$319K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.82KNew |
$290K - $318K
|
3.82K
$318K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.79KNew |
$287K - $315K
|
3.79K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.59KNew |
$272K - $299K
|
3.59K
$299K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.59KNew |
$272K - $299K
|
3.59K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.54KNew |
$269K - $295K
|
3.54K
$295K
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.45KNew |
$262K - $287K
|
3.45K
$288K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.43K+ 22.1% |
$260K - $285K
|
18.9K
$1.58M
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.41KNew |
$258K - $283K
|
3.41K
$284K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.37K+ 35.33% |
$256K - $281K
|
12.9K
$1.08M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.12K+ 5.58% |
$237K - $260K
|
59.1K
$4.92M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.08K+ 17.24% |
$234K - $257K
|
21K
$1.75M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.08KNew |
$234K - $256K
|
3.08K
$257K
|