Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
940K+ 2498.33% |
$55.5M - $62.1M
|
978K
$81.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
904KNew |
$53.3M - $59.7M
|
904K
$75.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
749K+ 58.48% |
$44.2M - $49.4M
|
2.03M
$169M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
704K+ 31.76% |
$41.5M - $46.5M
|
2.92M
$243M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
355K+ 2377.38% |
$20.9M - $23.4M
|
370K
$30.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
291K+ 1314.39% |
$17.1M - $19.2M
|
313K
$26.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
209KNew |
$12.3M - $13.8M
|
209K
$17.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
139KNew |
$8.17M - $9.15M
|
139K
$11.5M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
131KNew |
$7.75M - $8.68M
|
131K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
126KNew |
$7.45M - $8.34M
|
126K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 4.73% |
$7.37M - $8.26M
|
2.77M
$230M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124KNew |
$7.3M - $8.17M
|
124K
$10.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
106KNew |
$6.24M - $6.99M
|
106K
$8.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
103K+ 373.45% |
$6.05M - $6.78M
|
130K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
91.2KNew |
$5.38M - $6.03M
|
91.2K
$7.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87.5K+ 2306.25% |
$5.16M - $5.78M
|
91.3K
$7.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.8K+ 1.13% |
$4.94M - $5.54M
|
7.51M
$625M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77K+ 14.48% |
$4.54M - $5.08M
|
609K
$50.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73.7K+ 0.31% |
$4.35M - $4.87M
|
23.7M
$1.98B
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70.5K+ 11.23% |
$4.16M - $4.65M
|
698K
$58.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
65.5K+ 17.98% |
$3.86M - $4.33M
|
430K
$35.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
60.7K+ 907.22% |
$3.58M - $4.01M
|
67.4K
$5.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
55.3K+ 13579.36% |
$3.26M - $3.65M
|
55.7K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
53.7K+ 1515.14% |
$3.17M - $3.55M
|
57.3K
$4.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.4K+ 27.4% |
$3.15M - $3.52M
|
248K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
52.9K+ 80.88% |
$3.12M - $3.5M
|
118K
$9.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
49.3KNew |
$2.91M - $3.26M
|
49.3K
$4.11M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
49.1KNew |
$2.89M - $3.24M
|
49.1K
$4.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
48.4KNew |
$2.86M - $3.2M
|
48.4K
$4.03M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
48.2KNew |
$2.84M - $3.18M
|
48.2K
$4.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
44.5KNew |
$2.62M - $2.94M
|
44.5K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
43K+ 4.52% |
$2.54M - $2.84M
|
995K
$82.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42.5KNew |
$2.51M - $2.81M
|
42.5K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.6K+ 23.7% |
$2.39M - $2.68M
|
212K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.4K+ 161.97% |
$2.32M - $2.6M
|
63.8K
$5.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
38.2K+ 14.85% |
$2.25M - $2.52M
|
295K
$24.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
37.1K+ 9.37% |
$2.19M - $2.45M
|
433K
$36.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
34.9K+ 2.9% |
$2.06M - $2.3M
|
1.24M
$103M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
34.1KNew |
$2.01M - $2.25M
|
34.1K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
32.6K+ 210.2% |
$1.92M - $2.15M
|
48.1K
$4.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30.7K+ 3.84% |
$1.81M - $2.03M
|
829K
$69M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
30.5K+ 5.99% |
$1.8M - $2.02M
|
540K
$45M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
29.3K+ 4.24% |
$1.73M - $1.94M
|
721K
$60.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.6KNew |
$1.57M - $1.76M
|
26.6K
$2.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5K+ 5.57% |
$1.56M - $1.75M
|
502K
$41.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.3K+ 16.65% |
$1.49M - $1.67M
|
177K
$14.8M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.5K+ 112.2% |
$1.45M - $1.62M
|
46.4K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 43.84% |
$1.3M - $1.45M
|
72.1K
$6M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.6K+ 425.48% |
$1.15M - $1.29M
|
24.2K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 3.18% |
$1.09M - $1.22M
|
599K
$49.9M
|