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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17.9KNew |
$1.06M - $1.18M
|
17.9K
$1.51M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16.9KNew |
$999K - $1.12M
|
16.9K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
15.1K+ 8.32% |
$892K - $999K
|
197K
$16.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$889K - $996K
|
15.1K
$1.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
14.5KNew |
$852K - $954K
|
14.5K
$1.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
13.9KNew |
$822K - $921K
|
13.9K
$1.18M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
13.3KNew |
$785K - $879K
|
13.3K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9K+ 256.86% |
$760K - $851K
|
17.9K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.5KNew |
$734K - $822K
|
12.5K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9K+ 2.04% |
$699K - $783K
|
593K
$50M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 1.65% |
$696K - $780K
|
728K
$61.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.7KNew |
$630K - $705K
|
10.7K
$901K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7K+ 5.1% |
$628K - $704K
|
219K
$18.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.26K+ 31.46% |
$546K - $611K
|
38.7K
$3.26M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.22K+ 69.33% |
$544K - $609K
|
22.5K
$1.9M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
8.89KNew |
$525K - $587K
|
8.89K
$751K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.86K+ 4.32% |
$523K - $585K
|
214K
$18.1M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.79KNew |
$519K - $581K
|
8.79K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.2K+ 186.36% |
$484K - $542K
|
12.6K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.02KNew |
$473K - $530K
|
8.02K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
8KNew |
$472K - $528K
|
8K
$675K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.81K+ 86.61% |
$461K - $516K
|
16.8K
$1.42M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.67KNew |
$452K - $507K
|
7.67K
$648K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 16.39% |
$445K - $499K
|
53.6K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.4KNew |
$437K - $489K
|
7.4K
$625K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.27KNew |
$428K - $480K
|
7.27K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.99K+ 63.03% |
$412K - $462K
|
18.1K
$1.53M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
6.8K+ 10.3% |
$401K - $449K
|
72.8K
$6.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.79K+ 3.8% |
$400K - $448K
|
186K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.76KNew |
$398K - $446K
|
6.76K
$570K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
6.65K+ 2.59% |
$392K - $439K
|
263K
$22.2M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.25KNew |
$368K - $413K
|
6.25K
$527K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.15K+ 0.53% |
$363K - $406K
|
1.17M
$99M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.95K+ 2.86% |
$351K - $393K
|
214K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.95K+ 6.13% |
$351K - $393K
|
103K
$8.69M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
5.87KNew |
$346K - $388K
|
5.87K
$496K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.87KNew |
$346K - $387K
|
5.87K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.86KNew |
$346K - $387K
|
5.86K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.74KNew |
$339K - $379K
|
5.74K
$485K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.39K+ 1.55% |
$318K - $356K
|
354K
$29.8M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
5.2K+ 44.94% |
$306K - $343K
|
16.8K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.15K+ 2.17% |
$304K - $340K
|
243K
$20.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.15KNew |
$303K - $340K
|
5.15K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.97K+ 11562.79% |
$293K - $328K
|
5.02K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.7KNew |
$277K - $311K
|
4.7K
$397K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.63KNew |
$273K - $305K
|
4.63K
$390K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.62K+ 49.68% |
$272K - $305K
|
13.9K
$1.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.55KNew |
$268K - $300K
|
4.55K
$384K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.37K+ 38.08% |
$258K - $289K
|
15.9K
$1.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.34KNew |
$256K - $286K
|
4.34K
$366K
|