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 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
33.1KNew |
$1.81M - $2.1M
|
33.1K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
33.1KNew |
$1.81M - $2.1M
|
33.1K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
32.7KNew |
$1.79M - $2.08M
|
32.7K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
31.9K+ 59.28% |
$1.75M - $2.03M
|
85.7K
$7.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.9K+ 46.94% |
$1.74M - $2.02M
|
99.8K
$8.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6KNew |
$1.67M - $1.94M
|
30.6K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.7K+ 94.53% |
$1.62M - $1.88M
|
61K
$5M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
29.5K+ 113.56% |
$1.61M - $1.87M
|
55.4K
$4.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.2K+ 5.91% |
$1.55M - $1.79M
|
506K
$41.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28KNew |
$1.53M - $1.78M
|
28K
$2.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
27.9KNew |
$1.53M - $1.77M
|
27.9K
$2.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
27.4K+ 6.06% |
$1.5M - $1.74M
|
480K
$39.3M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.9K+ 9.21% |
$1.47M - $1.71M
|
319K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.6K+ 1637.09% |
$1.45M - $1.69M
|
28.2K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26.6K+ 1691.28% |
$1.45M - $1.69M
|
28.1K
$2.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
24.9K+ 4.28% |
$1.36M - $1.58M
|
607K
$49.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 5.29% |
$1.36M - $1.58M
|
495K
$40.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
21.6K+ 14.22% |
$1.18M - $1.37M
|
174K
$14.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
21.4KNew |
$1.17M - $1.36M
|
21.4K
$1.75M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20.9K+ 34.98% |
$1.15M - $1.33M
|
80.8K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
20.7K+ 47.82% |
$1.13M - $1.31M
|
64K
$5.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
20.7KNew |
$1.13M - $1.31M
|
20.7K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 2.98% |
$1.11M - $1.29M
|
702K
$57.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.9K+ 13.22% |
$1.09M - $1.26M
|
170K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.3KNew |
$1M - $1.16M
|
18.3K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
18K+ 231.76% |
$986K - $1.14M
|
25.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15.9K+ 2.35% |
$868K - $1.01M
|
692K
$56.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.8KNew |
$863K - $1M
|
15.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15.1K+ 115.07% |
$824K - $957K
|
28.2K
$2.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.6K+ 24.11% |
$800K - $928K
|
75.2K
$6.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
14.3K+ 14.86% |
$781K - $907K
|
110K
$9.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 5.89% |
$776K - $901K
|
255K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14.1K+ 123.59% |
$769K - $893K
|
25.4K
$2.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.3KNew |
$728K - $845K
|
13.3K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
13.2K+ 10.45% |
$723K - $839K
|
140K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.2K+ 199.61% |
$722K - $838K
|
19.8K
$1.62M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.9K+ 16.37% |
$705K - $818K
|
91.6K
$7.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 3.16% |
$704K - $817K
|
420K
$34.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
12.1KNew |
$664K - $770K
|
12.1K
$993K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.1K+ 2.5% |
$662K - $768K
|
496K
$40.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
11.8K+ 10.76% |
$645K - $749K
|
121K
$9.94M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.7K+ 74.5% |
$640K - $742K
|
27.4K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$602K - $698K
|
11K
$900K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
10.3K+ 7.99% |
$564K - $654K
|
139K
$11.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
10.1K+ 28.14% |
$552K - $640K
|
45.9K
$3.76M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
9.58K+ 3.7% |
$524K - $609K
|
269K
$22M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.53K+ 1.82% |
$521K - $605K
|
533K
$43.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.5K+ 8.08% |
$520K - $603K
|
127K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.41KNew |
$515K - $598K
|
9.41K
$770K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
9.27KNew |
$507K - $589K
|
9.27K
$759K
|