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 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-679- 0.36% |
$37.1K - $43.1K
|
188K
$15.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-734- 0.96% |
$40.2K - $46.6K
|
75.7K
$6.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-787- 6.9% |
$43.1K - $50K
|
10.6K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-805- 18.33% |
$44K - $51.1K
|
3.59K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-841- 7.74% |
$46K - $53.4K
|
10K
$821K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-868- 0.29% |
$47.5K - $55.1K
|
304K
$24.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-902- 3.84% |
$49.3K - $57.3K
|
22.6K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-903- 1.35% |
$49.4K - $57.3K
|
66.2K
$5.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-911- 1.7% |
$49.8K - $57.9K
|
52.6K
$4.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-913- 26.2% |
$50K - $58K
|
2.57K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-930- 20.58% |
$50.9K - $59.1K
|
3.59K
$294K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-957- 20.8% |
$52.4K - $60.8K
|
3.64K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-980- 1.88% |
$53.6K - $62.2K
|
51.2K
$4.19M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-997- 1.48% |
$54.5K - $63.3K
|
66.3K
$5.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 13.01% |
$54.7K - $63.5K
|
6.68K
$547K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.09K- 6.14% |
$59.4K - $68.9K
|
16.6K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.19K- 2.1% |
$65.2K - $75.7K
|
55.7K
$4.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.23K- 16.18% |
$67.5K - $78.3K
|
6.39K
$523K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.35K- 12.02% |
$73.6K - $85.4K
|
9.85K
$806K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.46K- 2.55% |
$79.7K - $92.5K
|
55.5K
$4.55M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 2.54% |
$82.2K - $95.5K
|
57.6K
$4.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 5.02% |
$85K - $98.7K
|
29.4K
$2.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.91K- 3.83% |
$105K - $121K
|
48K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.06K- 16.35% |
$113K - $131K
|
10.6K
$865K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 4.5% |
$117K - $136K
|
45.4K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.4K- 1.16% |
$131K - $152K
|
205K
$16.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.66K- 1.42% |
$145K - $169K
|
185K
$15.1M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3K- 14.84% |
$164K - $191K
|
17.2K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.11K- 19.44% |
$170K - $197K
|
12.9K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.62K- 1.76% |
$198K - $230K
|
202K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.76K- 28.92% |
$206K - $239K
|
9.24K
$756K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.95K- 2.16% |
$216K - $251K
|
179K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.06K- 2.56% |
$277K - $321K
|
192K
$15.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-6.12K- 17.29% |
$335K - $388K
|
29.2K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.19K- 14.72% |
$339K - $393K
|
35.9K
$2.94M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.32K- 13.08% |
$455K - $529K
|
55.3K
$4.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.41K- 2.08% |
$515K - $598K
|
442K
$36.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-11K- 3.07% |
$601K - $698K
|
347K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12K- 4.81% |
$659K - $765K
|
238K
$19.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.6K- 5.14% |
$797K - $925K
|
269K
$22M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-17.2KClosed |
$944K - $1.1M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.7K- 24.24% |
$968K - $1.12M
|
55.3K
$4.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 26.74% |
$991K - $1.15M
|
49.7K
$4.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18.9K- 1.62% |
$1.04M - $1.2M
|
1.15M
$94.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-19.5K- 2.08% |
$1.07M - $1.24M
|
919K
$75.2M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-20.6K- 42.48% |
$1.13M - $1.31M
|
27.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 2.89% |
$1.4M - $1.62M
|
858K
$70.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.2K- 34.6% |
$1.44M - $1.67M
|
49.6K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.4K- 98.22% |
$1.67M - $1.93M
|
551
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31.8K- 3.31% |
$1.74M - $2.02M
|
929K
$76.1M
|