Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.67M+ 47.56% |
$91.6M - $106M
|
5.2M
$425M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
935K+ 21207.19% |
$51.2M - $59.4M
|
940K
$76.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
434KNew |
$23.7M - $27.5M
|
434K
$35.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
432K+ 3.65% |
$23.6M - $27.4M
|
12.3M
$1B
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
332K+ 394.22% |
$18.1M - $21.1M
|
416K
$34M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
307K+ 6.79% |
$16.8M - $19.5M
|
4.83M
$395M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
305K+ 58.1% |
$16.7M - $19.4M
|
829K
$67.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
274K+ 33.16% |
$15M - $17.4M
|
1.1M
$90.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
271K+ 3.33% |
$14.8M - $17.2M
|
8.42M
$689M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
210K+ 3675.01% |
$11.5M - $13.3M
|
216K
$17.7M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
204KNew |
$11.1M - $12.9M
|
204K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
198K+ 94.91% |
$10.8M - $12.6M
|
406K
$33.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
194KNew |
$10.6M - $12.3M
|
194K
$15.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
166K+ 102.78% |
$9.06M - $10.5M
|
327K
$26.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
164K+ 11.28% |
$8.96M - $10.4M
|
1.62M
$132M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 35.63% |
$8.93M - $10.4M
|
621K
$50.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
161K+ 14.09% |
$8.82M - $10.2M
|
1.3M
$107M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
135K+ 78.05% |
$7.39M - $8.58M
|
308K
$25.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
133K+ 72.89% |
$7.28M - $8.45M
|
316K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
126K+ 14.28% |
$6.88M - $7.98M
|
1.01M
$82.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
121K+ 24.58% |
$6.6M - $7.66M
|
611K
$50M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
117K+ 4.25% |
$6.41M - $7.45M
|
2.88M
$236M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 5.12% |
$6.2M - $7.19M
|
2.33M
$191M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
106KNew |
$5.78M - $6.71M
|
106K
$8.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
102K+ 15.01% |
$5.58M - $6.48M
|
782K
$64M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
96.9K+ 103.28% |
$5.3M - $6.16M
|
191K
$15.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
94.9K+ 16.89% |
$5.19M - $6.03M
|
657K
$53.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
85.4K+ 1116.58% |
$4.67M - $5.42M
|
93K
$7.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80.6K+ 23.88% |
$4.41M - $5.12M
|
418K
$34.2M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
73.5K+ 51.06% |
$4.02M - $4.67M
|
218K
$17.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
71.2KNew |
$3.9M - $4.52M
|
71.2K
$5.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
71.2KNew |
$3.89M - $4.52M
|
71.2K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
66.1K+ 84.68% |
$3.61M - $4.2M
|
144K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
57.7KNew |
$3.15M - $3.66M
|
57.7K
$4.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.8K+ 1138.17% |
$2.89M - $3.35M
|
57.4K
$4.7M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.1K+ 977.66% |
$2.79M - $3.24M
|
56.3K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.1K+ 977.66% |
$2.79M - $3.24M
|
56.3K
$4.61M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
50.3KNew |
$2.75M - $3.2M
|
50.3K
$4.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
48.8KNew |
$2.67M - $3.1M
|
48.8K
$3.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
46K+ 146.76% |
$2.52M - $2.92M
|
77.3K
$6.33M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
43.6K+ 14.46% |
$2.39M - $2.77M
|
345K
$28.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
42.3K+ 41.81% |
$2.32M - $2.69M
|
144K
$11.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
39K+ 41.93% |
$2.13M - $2.48M
|
132K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
38.8KNew |
$2.12M - $2.47M
|
38.8K
$3.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
38.2K+ 24.97% |
$2.09M - $2.43M
|
191K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
36.8K+ 13.11% |
$2.02M - $2.34M
|
318K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.8KNew |
$1.96M - $2.28M
|
35.8K
$2.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35.6K+ 89.84% |
$1.95M - $2.26M
|
75.3K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 28.6% |
$1.94M - $2.25M
|
159K
$13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
35.3K+ 57.16% |
$1.93M - $2.24M
|
97.1K
$7.95M
|