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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
481+ 13.72% |
$36.5K - $40K
|
3.99K
$337K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
479+ 10.01% |
$36.3K - $39.9K
|
5.27K
$444K
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
458+ 16.13% |
$34.8K - $38.1K
|
3.3K
$278K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
441+ 0.65% |
$33.5K - $36.7K
|
68.2K
$5.76M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
439+ 13.85% |
$33.3K - $36.5K
|
3.61K
$305K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
420+ 2.84% |
$31.9K - $34.9K
|
15.2K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
415+ 13.3% |
$31.5K - $34.5K
|
3.54K
$298K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
413+ 11.11% |
$31.3K - $34.4K
|
4.13K
$349K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
413New |
$31.3K - $34.4K
|
413
$34.9K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
362+ 4.89% |
$27.5K - $30.1K
|
7.76K
$655K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
361+ 70.65% |
$27.4K - $30K
|
872
$73.6K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
358+ 19.11% |
$27.2K - $29.8K
|
2.23K
$188K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
346+ 1.53% |
$26.3K - $28.8K
|
23K
$1.94M
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
341+ 0.17% |
$25.9K - $28.4K
|
206K
$17.4M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
336+ 0.56% |
$25.5K - $28K
|
60.8K
$5.13M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
334+ 6.28% |
$25.3K - $27.8K
|
5.65K
$477K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
334+ 5.62% |
$25.3K - $27.8K
|
6.27K
$530K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
325+ 10.28% |
$24.7K - $27K
|
3.49K
$294K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
324+ 7.19% |
$24.6K - $27K
|
4.83K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
298New |
$22.6K - $24.8K
|
298
$25.2K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
279+ 5.63% |
$21.2K - $23.2K
|
5.24K
$442K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 2.21% |
$19.2K - $21.1K
|
11.7K
$988K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$556K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
247+ 11.93% |
$18.7K - $20.6K
|
2.32K
$196K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
227+ 2.53% |
$17.2K - $18.9K
|
9.18K
$775K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
227New |
$17.2K - $18.9K
|
227
$19.2K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
215+ 0.36% |
$16.3K - $17.9K
|
60.4K
$5.1M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
212+ 0.65% |
$16.1K - $17.6K
|
32.8K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$17.8K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
209+ 2.63% |
$15.9K - $17.4K
|
8.14K
$687K
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
201+ 3.16% |
$15.3K - $16.7K
|
6.56K
$554K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
198+ 1.62% |
$15K - $16.5K
|
12.4K
$1.05M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
191+ 4.22% |
$14.5K - $15.9K
|
4.72K
$398K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
182+ 5.7% |
$13.8K - $15.1K
|
3.38K
$285K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
149+ 1.42% |
$11.3K - $12.4K
|
10.6K
$899K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
128+ 2.61% |
$9.71K - $10.7K
|
5.03K
$425K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
121New |
$9.18K - $10.1K
|
121
$10.2K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112New |
$8.5K - $9.32K
|
112
$9.46K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
101+ 3.21% |
$7.66K - $8.4K
|
3.25K
$274K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
97+ 2.84% |
$7.36K - $8.07K
|
3.51K
$296K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
89+ 1.51% |
$6.75K - $7.41K
|
5.99K
$506K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
89+ 0.47% |
$6.75K - $7.41K
|
19.2K
$1.62M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
87+ 0.44% |
$6.6K - $7.24K
|
20K
$1.69M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$6.6K - $7.24K
|
87
$7.34K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
83New |
$6.3K - $6.91K
|
83
$7.01K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
80+ 0.38% |
$6.07K - $6.66K
|
21.2K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
80+ 0.18% |
$6.07K - $6.66K
|
44.2K
$3.73M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
78+ 1.07% |
$5.92K - $6.49K
|
7.35K
$621K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
75+ 0.34% |
$5.69K - $6.24K
|
21.9K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.35% |
$5.39K - $5.91K
|
20.2K
$1.71M
|