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 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 14.38% |
$103K - $113K
|
10.8K
$903K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.33K+ 57.52% |
$101K - $110K
|
3.63K
$303K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32KNew |
$100K - $110K
|
1.32K
$110K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.29K+ 5.4% |
$98.2K - $108K
|
25.2K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.28K+ 3.22% |
$97K - $106K
|
40.9K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 8.08% |
$96.4K - $106K
|
17K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 5.75% |
$93.6K - $103K
|
22.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.22K+ 9.62% |
$92.9K - $102K
|
14K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.21K+ 1.4% |
$92K - $101K
|
87.8K
$7.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.19K+ 31.4% |
$90.6K - $99.4K
|
5K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 225.24% |
$90.1K - $98.8K
|
1.71K
$143K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 23.63% |
$88.7K - $97.3K
|
6.12K
$509K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.17K+ 25.73% |
$88.5K - $97K
|
5.7K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.17K+ 32.25% |
$88.4K - $96.9K
|
4.78K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.16K+ 10.79% |
$88.1K - $96.6K
|
11.9K
$993K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.15K+ 20.26% |
$87K - $95.4K
|
6.81K
$567K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.14K+ 9.39% |
$86.4K - $94.8K
|
13.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 0.36% |
$83.7K - $91.8K
|
308K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.09K+ 13.04% |
$82.3K - $90.3K
|
9.41K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08K+ 4.37% |
$81.9K - $89.8K
|
25.7K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.06KNew |
$80.4K - $88.1K
|
1.06K
$88.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1K+ 13.2% |
$75.9K - $83.2K
|
8.58K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
992+ 22.21% |
$75.3K - $82.5K
|
5.46K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
961+ 7.72% |
$72.9K - $80K
|
13.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
947+ 5.18% |
$71.9K - $78.8K
|
19.2K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
910+ 2.67% |
$69.1K - $75.7K
|
34.9K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
867+ 6.63% |
$65.8K - $72.1K
|
14K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
827+ 4.61% |
$62.8K - $68.8K
|
18.8K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
803+ 8.11% |
$60.9K - $66.8K
|
10.7K
$891K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
798New |
$60.6K - $66.4K
|
798
$66.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
793+ 2.19% |
$60.2K - $66K
|
37.1K
$3.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
775+ 2.98% |
$58.8K - $64.5K
|
26.8K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
771+ 25.07% |
$58.5K - $64.2K
|
3.85K
$320K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
770+ 2.14% |
$58.4K - $64.1K
|
36.8K
$3.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
745+ 1.0% |
$56.5K - $62K
|
75.3K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
704+ 2.05% |
$53.4K - $58.6K
|
35K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
704+ 16.74% |
$53.4K - $58.6K
|
4.91K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
691+ 12.46% |
$52.4K - $57.5K
|
6.24K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
688+ 5.95% |
$52.2K - $57.2K
|
12.2K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
634+ 4.53% |
$48.1K - $52.8K
|
14.6K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
625+ 4.69% |
$47.4K - $52K
|
14K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
616+ 5.63% |
$46.7K - $51.3K
|
11.6K
$963K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
612+ 2.04% |
$46.4K - $50.9K
|
30.6K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
604+ 2.57% |
$45.8K - $50.3K
|
24.1K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
572+ 3.01% |
$43.4K - $47.6K
|
19.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
546+ 2.64% |
$41.4K - $45.4K
|
21.2K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
542+ 9.42% |
$41.1K - $45.1K
|
6.29K
$524K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
515+ 16.97% |
$39.1K - $42.9K
|
3.55K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
514+ 11.67% |
$39K - $42.8K
|
4.92K
$410K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 1.11% |
$38.5K - $42.2K
|
46.1K
$3.84M
|