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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-33.3K- 19.18% |
$1.82M - $2.11M
|
140K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.3K- 42.25% |
$1.82M - $2.11M
|
45.5K
$3.72M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-34.7K- 90.02% |
$1.9M - $2.2M
|
3.85K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.2K- 11.03% |
$2.58M - $2.99M
|
381K
$31.1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-59.1K- 93.37% |
$3.23M - $3.75M
|
4.2K
$344K
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64.1K- 30.36% |
$3.51M - $4.07M
|
147K
$12M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-76K- 14.2% |
$4.16M - $4.83M
|
459K
$37.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-77.4K- 41.34% |
$4.23M - $4.92M
|
110K
$8.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-95.5K- 10.65% |
$5.22M - $6.06M
|
801K
$65.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-170K- 95.99% |
$9.29M - $10.8M
|
7.09K
$580K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-206K- 33.54% |
$11.3M - $13.1M
|
408K
$33.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-218K- 57.89% |
$11.9M - $13.8M
|
158K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-267K- 5.18% |
$14.6M - $16.9M
|
4.88M
$399M
|