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 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3.56KNew |
$194K - $226K
|
3.56K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.49K+ 16.49% |
$191K - $222K
|
24.7K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.44K+ 36.72% |
$188K - $219K
|
12.8K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.43K+ 6.61% |
$188K - $218K
|
55.3K
$4.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$187K - $217K
|
3.42K
$280K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.39KNew |
$186K - $215K
|
3.39K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.37KNew |
$184K - $214K
|
3.37K
$276K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.34KNew |
$183K - $212K
|
3.34K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.25KNew |
$178K - $207K
|
3.25K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.96K+ 19.64% |
$162K - $188K
|
18.1K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 6.92% |
$162K - $188K
|
45.7K
$3.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.94K+ 3.52% |
$161K - $186K
|
86.4K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.41K+ 3.76% |
$132K - $153K
|
66.6K
$5.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.31K+ 80.75% |
$126K - $147K
|
5.18K
$424K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.29K+ 50.09% |
$125K - $146K
|
6.87K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.25K+ 3.23% |
$123K - $143K
|
71.7K
$5.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.2K+ 33.23% |
$120K - $140K
|
8.83K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.2KNew |
$120K - $140K
|
2.2K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$119K - $138K
|
2.18K
$178K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.1K+ 6.49% |
$115K - $133K
|
34.5K
$2.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
2.1K+ 5.4% |
$115K - $133K
|
40.9K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.89K+ 7.84% |
$103K - $120K
|
26K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.84K+ 12.15% |
$101K - $117K
|
17K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.84K+ 3.46% |
$101K - $117K
|
55K
$4.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.65K+ 2.5% |
$90.1K - $105K
|
67.6K
$5.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 23.07% |
$86.8K - $101K
|
8.46K
$693K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$85.9K - $99.7K
|
1.57K
$129K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.57K+ 20.77% |
$85.7K - $99.5K
|
9.11K
$746K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.4KNew |
$76.6K - $88.9K
|
1.4K
$115K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.38K+ 16.8% |
$75.3K - $87.5K
|
9.58K
$784K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.26K+ 0.83% |
$69.2K - $80.3K
|
154K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
1.25K+ 7.09% |
$68.3K - $79.3K
|
18.9K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 10.75% |
$67K - $77.8K
|
12.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 10.37% |
$66.5K - $77.2K
|
12.9K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.15KNew |
$62.8K - $72.9K
|
1.15K
$94K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.14K+ 26.54% |
$62.3K - $72.3K
|
5.43K
$444K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.09K+ 0.94% |
$59.8K - $69.4K
|
118K
$9.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$54.7K - $63.5K
|
1K
$81.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
988+ 4.57% |
$54.1K - $62.7K
|
22.6K
$1.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
939+ 14.15% |
$51.4K - $59.6K
|
7.57K
$620K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
924+ 0.63% |
$50.6K - $58.7K
|
148K
$12.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
871+ 4.02% |
$47.7K - $55.3K
|
22.6K
$1.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
770+ 2.49% |
$42.1K - $48.9K
|
31.6K
$2.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
726+ 32.31% |
$39.7K - $46.1K
|
2.97K
$243K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
685New |
$37.5K - $43.5K
|
685
$56.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
671New |
$36.7K - $42.6K
|
671
$54.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
660+ 4.86% |
$36.1K - $41.9K
|
14.2K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 10.12% |
$36K - $41.8K
|
7.16K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
650New |
$35.6K - $41.3K
|
650
$53.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
650+ 5.0% |
$35.6K - $41.3K
|
13.7K
$1.12M
|