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 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
32+ 8.56% |
$1.89K - $2.11K
|
406
$33.8K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
29+ 0.81% |
$1.71K - $1.92K
|
3.61K
$301K
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
25+ 0.67% |
$1.47K - $1.65K
|
3.76K
$313K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 0.79% |
$1.42K - $1.59K
|
3.05K
$254K
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
23New |
$1.36K - $1.52K
|
23
$1.92K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
23+ 0.11% |
$1.36K - $1.52K
|
20.5K
$1.71M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.22% |
$944 - $1.06K
|
7.4K
$616K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.54% |
$590 - $661
|
1.86K
$155K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.03% |
$531 - $594
|
28K
$2.33M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.13% |
$413 - $462
|
5.54K
$461K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$354 - $396
|
2.19K
$182K
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
5+ 0.08% |
$295 - $330
|
6.21K
$517K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.09% |
$295 - $330
|
5.34K
$445K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.13% |
$236 - $264
|
3.18K
$265K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
3New |
$177 - $198
|
3
$250
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$59 - $66.1
|
23.4K
$1.95M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1- -0.0% |
$59 - $66.1
|
29.7K
$2.47M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.77% |
$59 - $66.1
|
129
$10.7K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 0.14% |
$708 - $793
|
8.86K
$738K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-12- 8.45% |
$708 - $793
|
130
$10.8K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-29- 0.16% |
$1.71K - $1.92K
|
18K
$1.5M
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-39- 0.06% |
$2.3K - $2.58K
|
64.4K
$5.36M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-49- 81.67% |
$2.89K - $3.24K
|
11
$916
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-51- 0.09% |
$3.01K - $3.37K
|
54.3K
$4.52M
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-87- 0.18% |
$5.13K - $5.75K
|
48.3K
$4.03M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-90- 0.83% |
$5.31K - $5.94K
|
10.8K
$900K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-91- 1.71% |
$5.37K - $6.01K
|
5.23K
$435K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-96- 1.02% |
$5.66K - $6.34K
|
9.34K
$778K
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-96- 3.7% |
$5.66K - $6.34K
|
2.5K
$208K
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-100- 11.11% |
$5.9K - $6.61K
|
800
$66.6K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-103- 0.01% |
$6.07K - $6.8K
|
826K
$68.8M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-126- 1.56% |
$7.43K - $8.32K
|
7.96K
$663K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-133- 0.74% |
$7.84K - $8.78K
|
17.9K
$1.49M
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-142- 2.45% |
$8.38K - $9.38K
|
5.64K
$470K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-157- 1.54% |
$9.26K - $10.4K
|
10.1K
$837K
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-158- 1.72% |
$9.32K - $10.4K
|
9.05K
$754K
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 1.41% |
$9.67K - $10.8K
|
11.5K
$957K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-223- 2.5% |
$13.2K - $14.7K
|
8.71K
$725K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-229- 54.92% |
$13.5K - $15.1K
|
188
$15.7K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-240- 5.1% |
$14.2K - $15.9K
|
4.46K
$372K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-248- 3.35% |
$14.6K - $16.4K
|
7.15K
$596K
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-253- 3.0% |
$14.9K - $16.7K
|
8.17K
$680K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-292- 8.33% |
$17.2K - $19.3K
|
3.21K
$268K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-296- 0.52% |
$17.5K - $19.6K
|
56.4K
$4.7M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.7K - $19.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-308- 6.78% |
$18.2K - $20.3K
|
4.24K
$353K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-335- 0.37% |
$19.8K - $22.1K
|
89.9K
$7.49M
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-344- 2.54% |
$20.3K - $22.7K
|
13.2K
$1.1M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-377- 1.7% |
$22.2K - $24.9K
|
21.8K
$1.81M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-378- 10.18% |
$22.3K - $25K
|
3.34K
$278K
|