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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
28+ 0.12% |
$1.53K - $1.78K
|
23.9K
$1.96M
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
27+ 0.6% |
$1.48K - $1.71K
|
4.54K
$371K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.58% |
$602 - $699
|
1.91K
$157K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$328 - $381
|
2.15K
$176K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6+ 0.11% |
$328 - $381
|
5.29K
$433K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$219 - $254
|
11.5K
$943K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.49% |
$109 - $127
|
410
$33.6K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.46% |
$109 - $127
|
435
$35.6K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.05% |
$109 - $127
|
4.34K
$356K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2New |
$109 - $127
|
2
$164
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$54.7 - $63.5
|
1
$81.9
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$54.7 - $63.5
|
220
$18K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.27% |
$54.7 - $63.5
|
378
$30.9K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.63% |
$54.7 - $63.5
|
159
$13K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 0.18% |
$274 - $318
|
2.79K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.02% |
$328 - $381
|
28.1K
$2.3M
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-13- 0.21% |
$711 - $826
|
6.27K
$513K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 9.24% |
$930 - $1.08K
|
167
$13.7K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-30- 20.0% |
$1.64K - $1.91K
|
120
$9.82K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 1.27% |
$1.86K - $2.16K
|
2.64K
$216K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-40- 0.16% |
$2.19K - $2.54K
|
24.5K
$2M
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-78- 0.09% |
$4.27K - $4.95K
|
89.8K
$7.35M
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-92- 1.75% |
$5.03K - $5.84K
|
5.15K
$422K
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 5.79% |
$5.47K - $6.35K
|
1.63K
$133K
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-102- 1.08% |
$5.58K - $6.48K
|
9.34K
$765K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-109- 1.52% |
$5.96K - $6.92K
|
7.05K
$577K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-121- 0.56% |
$6.62K - $7.68K
|
21.3K
$1.74M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-154- 45.16% |
$8.43K - $9.78K
|
187
$15.3K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-175- 1.35% |
$9.57K - $11.1K
|
12.8K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-205- 0.03% |
$11.2K - $13K
|
652K
$53.4M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-234- 1.16% |
$12.8K - $14.9K
|
20K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-249- 4.05% |
$13.6K - $15.8K
|
5.9K
$483K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-300- 7.24% |
$16.4K - $19.1K
|
3.84K
$315K
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-306- 2.99% |
$16.7K - $19.4K
|
9.91K
$812K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-317- 8.02% |
$17.3K - $20.1K
|
3.64K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-323- 29.5% |
$17.7K - $20.5K
|
772
$63.2K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-334- 5.56% |
$18.3K - $21.2K
|
5.68K
$465K
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-344- 8.52% |
$18.8K - $21.8K
|
3.7K
$302K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-400- 40.0% |
$21.9K - $25.4K
|
600
$49.1K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-408- 7.84% |
$22.3K - $25.9K
|
4.8K
$393K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-447- 10.66% |
$24.5K - $28.4K
|
3.75K
$307K
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-456- 7.21% |
$24.9K - $29K
|
5.87K
$480K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-486- 1.13% |
$26.6K - $30.9K
|
42.7K
$3.49M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-510- 57.95% |
$27.9K - $32.4K
|
370
$30.3K
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-560- 3.71% |
$30.6K - $35.6K
|
14.5K
$1.19M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-593- 0.78% |
$32.4K - $37.7K
|
75.6K
$6.19M
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-600- 11.05% |
$32.8K - $38.1K
|
4.83K
$395K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-668- 0.67% |
$36.5K - $42.4K
|
98.7K
$8.08M
|