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 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-10.7K- 5.11% |
$657K - $753K
|
199K
$16.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.6K- 8.11% |
$835K - $956K
|
154K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 4.18% |
$846K - $969K
|
316K
$26.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-15.2K- 6.99% |
$936K - $1.07M
|
203K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.6K- 3.52% |
$958K - $1.1M
|
427K
$36.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.9K- 3.63% |
$1.04M - $1.19M
|
449K
$37.9M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17.6K- 26.55% |
$1.08M - $1.24M
|
48.8K
$4.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-18.9K- 3.16% |
$1.16M - $1.33M
|
578K
$48.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-19.6K- 77.58% |
$1.2M - $1.38M
|
5.66K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.2K- 3.16% |
$1.37M - $1.56M
|
681K
$57.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-25.4K- 5.92% |
$1.56M - $1.79M
|
404K
$34.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.7K- 14.29% |
$2.19M - $2.51M
|
214K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-41.6K- 41.91% |
$2.56M - $2.93M
|
57.7K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-55.1K- 30.48% |
$3.39M - $3.88M
|
126K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59.9K- 12.21% |
$3.68M - $4.21M
|
431K
$36.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-65.8K- 35.59% |
$4.04M - $4.63M
|
119K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-74.3K- 1.02% |
$4.56M - $5.22M
|
7.17M
$606M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-75.7K- 98.41% |
$4.65M - $5.33M
|
1.22K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.7K- 1.58% |
$5.02M - $5.75M
|
5.07M
$428M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-138K- 98.25% |
$8.48M - $9.72M
|
2.46K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232K- 30.77% |
$14.2M - $16.3M
|
521K
$44M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-332K- 35.45% |
$20.4M - $23.4M
|
605K
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.15M- 95.61% |
$70.6M - $80.9M
|
52.7K
$4.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.27M- 15.7% |
$78.2M - $89.6M
|
6.84M
$577M
|