Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2023. 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 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.14M+ 21.67% |
$193M - $221M
|
17.6M
$1.49B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.72M+ 19.15% |
$106M - $121M
|
10.7M
$903M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
1.42MNew |
$87.4M - $100M
|
1.42M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
803K+ 10.6% |
$49.4M - $56.5M
|
8.38M
$708M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
621K+ 10.0% |
$38.2M - $43.7M
|
6.84M
$577M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
381K+ 19.24% |
$23.4M - $26.8M
|
2.36M
$199M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
365K+ 144.17% |
$22.4M - $25.7M
|
618K
$52.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
350K+ 412.4% |
$21.5M - $24.6M
|
435K
$36.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
302K+ 207.71% |
$18.5M - $21.2M
|
447K
$37.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
264KNew |
$16.2M - $18.6M
|
264K
$22.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
254K+ 7.42% |
$15.6M - $17.9M
|
3.68M
$311M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
219KNew |
$13.5M - $15.4M
|
219K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
206K+ 308.67% |
$12.7M - $14.5M
|
273K
$23M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
199KNew |
$12.2M - $14M
|
199K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
198KNew |
$12.1M - $13.9M
|
198K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190K+ 18.16% |
$11.7M - $13.4M
|
1.24M
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
182KNew |
$11.2M - $12.8M
|
182K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
179K+ 830.05% |
$11M - $12.6M
|
200K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161K+ 468.51% |
$9.91M - $11.4M
|
196K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
153K+ 59.9% |
$9.41M - $10.8M
|
409K
$34.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
153K+ 24.31% |
$9.37M - $10.7M
|
780K
$65.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
137K+ 9.38% |
$8.41M - $9.64M
|
1.6M
$135M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
122K+ 14.09% |
$7.49M - $8.58M
|
987K
$83.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
109K+ 19.47% |
$6.68M - $7.65M
|
667K
$56.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106KNew |
$6.52M - $7.46M
|
106K
$8.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
105KNew |
$6.45M - $7.39M
|
105K
$8.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 44.82% |
$6.21M - $7.11M
|
326K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
100K+ 20.28% |
$6.14M - $7.04M
|
593K
$50.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
98.7K+ 737.05% |
$6.07M - $6.95M
|
112K
$9.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
88.6KNew |
$5.44M - $6.23M
|
88.6K
$7.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
83.6K+ 51.33% |
$5.14M - $5.89M
|
247K
$20.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
81.8K+ 14.66% |
$5.03M - $5.76M
|
640K
$54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.6K+ 263.76% |
$4.83M - $5.53M
|
108K
$9.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
78.3K+ 505.16% |
$4.81M - $5.51M
|
93.8K
$7.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
76.9K+ 98.42% |
$4.72M - $5.41M
|
155K
$13.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
71.6KNew |
$4.4M - $5.04M
|
71.6K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.2K+ 304.71% |
$4.38M - $5.01M
|
94.6K
$7.99M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.4K+ 2.89% |
$4.2M - $4.81M
|
2.44M
$206M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
64.8K+ 22.96% |
$3.98M - $4.56M
|
347K
$29.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
64K+ 48.74% |
$3.93M - $4.51M
|
195K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61.6K+ 117.02% |
$3.79M - $4.34M
|
114K
$9.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
58K+ 69.42% |
$3.56M - $4.08M
|
142K
$11.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.1K+ 4.52% |
$3.51M - $4.02M
|
1.32M
$112M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
56.6K+ 67.9% |
$3.48M - $3.98M
|
140K
$11.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.4KNew |
$3.47M - $3.97M
|
56.4K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.3K+ 11.12% |
$3.39M - $3.89M
|
552K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.4K+ 61.45% |
$2.97M - $3.41M
|
127K
$10.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
48K+ 886.06% |
$2.95M - $3.38M
|
53.4K
$4.51M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
47.4KNew |
$2.91M - $3.33M
|
47.4K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.3K+ 31.11% |
$2.9M - $3.33M
|
199K
$16.8M
|