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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.07K+ 14.8% |
$233K - $256K
|
23.8K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.52% |
$231K - $253K
|
124K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.04KNew |
$230K - $253K
|
3.04K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3K+ 1.11% |
$227K - $249K
|
274K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $248K
|
2.98K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.94K+ 58.71% |
$223K - $244K
|
7.93K
$670K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.9K+ 9.98% |
$220K - $241K
|
32K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.87K+ 1.9% |
$218K - $239K
|
154K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.85K+ 51.86% |
$216K - $237K
|
8.34K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.82KNew |
$214K - $235K
|
2.82K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77K+ 5.79% |
$210K - $231K
|
50.7K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 1.07% |
$209K - $229K
|
261K
$22M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.73K+ 5.96% |
$207K - $227K
|
48.6K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.68K+ 4.41% |
$203K - $223K
|
63.5K
$5.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.62K+ 4.21% |
$198K - $218K
|
64.7K
$5.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.59K+ 1.43% |
$196K - $215K
|
184K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.55K+ 6.03% |
$193K - $212K
|
44.8K
$3.78M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$193K - $212K
|
2.54K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$192K - $210K
|
2.53K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.48K+ 1.47% |
$188K - $206K
|
171K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.46K+ 13.77% |
$187K - $205K
|
20.3K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.45K+ 1.44% |
$186K - $204K
|
173K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.43K+ 7.23% |
$185K - $202K
|
36.1K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.43KNew |
$184K - $202K
|
2.43K
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.42KNew |
$183K - $201K
|
2.42K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.4KNew |
$182K - $200K
|
2.4K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.37K+ 7.4% |
$180K - $197K
|
34.4K
$2.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 8.15% |
$178K - $195K
|
31K
$2.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.09K+ 2.18% |
$159K - $174K
|
97.9K
$8.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.08K+ 52.03% |
$158K - $173K
|
6.09K
$514K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.08K+ 15.33% |
$158K - $173K
|
15.6K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.01K+ 17.8% |
$153K - $167K
|
13.3K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 17.8% |
$148K - $162K
|
12.9K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.82K+ 3.88% |
$138K - $151K
|
48.6K
$4.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.78K+ 0.31% |
$135K - $148K
|
572K
$48.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 1.73% |
$127K - $140K
|
98.5K
$8.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.64K+ 5.66% |
$125K - $137K
|
30.7K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 31.17% |
$124K - $136K
|
6.86K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 12.78% |
$124K - $136K
|
14.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 8.72% |
$120K - $131K
|
19.6K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.53K+ 0.31% |
$116K - $127K
|
499K
$42.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 47.15% |
$115K - $126K
|
4.73K
$399K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.49K+ 2.9% |
$113K - $124K
|
52.8K
$4.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 3.61% |
$112K - $122K
|
42.3K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.47K+ 2.65% |
$112K - $122K
|
56.9K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.43K+ 20.27% |
$108K - $119K
|
8.46K
$714K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.41K+ 1.91% |
$107K - $118K
|
75.5K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 32.2% |
$104K - $114K
|
5.65K
$477K
|