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
|
Addison Advisors LLC
|
BUY
|
- |
615+ 139.77% |
$33.6K - $39.1K
|
1.06K
$86.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
605+ 13.97% |
$33.1K - $38.4K
|
4.94K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
579+ 8.37% |
$31.7K - $36.8K
|
7.5K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
572+ 1.16% |
$31.3K - $36.3K
|
49.8K
$4.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
570+ 16.93% |
$31.2K - $36.2K
|
3.94K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
566+ 12.93% |
$31K - $35.9K
|
4.94K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
505+ 9.17% |
$27.6K - $32.1K
|
6.01K
$492K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
469+ 268.0% |
$25.7K - $29.8K
|
644
$52.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
420+ 0.87% |
$23K - $26.7K
|
48.8K
$3.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
414New |
$22.6K - $26.3K
|
414
$33.9K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
387+ 4.32% |
$21.2K - $24.6K
|
9.34K
$765K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
360+ 0.19% |
$19.7K - $22.9K
|
192K
$15.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
356+ 7.21% |
$19.5K - $22.6K
|
5.3K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
325+ 1.36% |
$17.8K - $20.6K
|
24.2K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
320+ 2.63% |
$17.5K - $20.3K
|
12.5K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
296+ 1.93% |
$16.2K - $18.8K
|
15.6K
$1.28M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
276+ 2.95% |
$15.1K - $17.5K
|
9.62K
$787K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
261+ 2.34% |
$14.3K - $16.6K
|
11.4K
$934K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
248+ 1.9% |
$13.6K - $15.8K
|
13.3K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
248+ 1.9% |
$13.6K - $15.8K
|
13.3K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
244+ 76.73% |
$13.3K - $15.5K
|
562
$46K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
240+ 4.49% |
$13.1K - $15.2K
|
5.59K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
240+ 4.63% |
$13.1K - $15.2K
|
5.42K
$444K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
233+ 1.37% |
$12.7K - $14.8K
|
17.2K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
223+ 3.41% |
$12.2K - $14.2K
|
6.76K
$554K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
212+ 5.27% |
$11.6K - $13.5K
|
4.24K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
198+ 3.97% |
$10.8K - $12.6K
|
5.19K
$425K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
190+ 1.11% |
$10.4K - $12.1K
|
17.2K
$1.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
180New |
$9.85K - $11.4K
|
180
$14.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
180New |
$9.85K - $11.4K
|
180
$14.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
178+ 1.37% |
$9.74K - $11.3K
|
13.2K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
163+ 0.4% |
$8.92K - $10.4K
|
40.7K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
157+ 2.71% |
$8.59K - $9.97K
|
5.95K
$487K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
148+ 2.93% |
$8.1K - $9.4K
|
5.2K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
147+ 1.2% |
$8.04K - $9.34K
|
12.4K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
138+ 1.57% |
$7.55K - $8.76K
|
8.94K
$732K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
123+ 0.14% |
$6.73K - $7.81K
|
87.4K
$7.15M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
108+ 0.47% |
$5.91K - $6.86K
|
22.9K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
105+ 0.49% |
$5.74K - $6.67K
|
21.3K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
96+ 9600.0% |
$5.25K - $6.1K
|
97
$7.94K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
86+ 0.97% |
$4.71K - $5.46K
|
8.98K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
84+ 0.0% |
$4.6K - $5.33K
|
6.39M
$523M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 0.55% |
$3.56K - $4.13K
|
12K
$981K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
59+ 0.54% |
$3.23K - $3.75K
|
11K
$903K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 12.5% |
$2.74K - $3.18K
|
450
$36.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 0.4% |
$2.63K - $3.05K
|
12.1K
$990K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 0.6% |
$2.35K - $2.73K
|
7.27K
$595K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
32+ 1.05% |
$1.75K - $2.03K
|
3.08K
$252K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.56% |
$1.64K - $1.91K
|
5.36K
$438K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$1.53K - $1.78K
|
56
$4.58K
|