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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
47.3K+ 31.11% |
$2.9M - $3.33M
|
199K
$16.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
45.2KNew |
$2.78M - $3.18M
|
45.2K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.3K+ 43.88% |
$2.72M - $3.12M
|
145K
$12.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
43.8K+ 948.31% |
$2.69M - $3.08M
|
48.4K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
43.6KNew |
$2.68M - $3.07M
|
43.6K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40K+ 5.4% |
$2.46M - $2.81M
|
781K
$65.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
38.6KNew |
$2.37M - $2.71M
|
38.6K
$3.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
37.4K+ 5.18% |
$2.3M - $2.63M
|
760K
$63.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
37.1K+ 120.87% |
$2.28M - $2.61M
|
67.8K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.6K+ 273.49% |
$2.25M - $2.57M
|
49.9K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2K+ 608.44% |
$2.22M - $2.55M
|
42.2K
$3.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
35.6K+ 4.99% |
$2.19M - $2.51M
|
750K
$62.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.5K+ 78.24% |
$2.12M - $2.43M
|
78.5K
$6.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.5K+ 12.58% |
$2M - $2.29M
|
291K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
28.7K+ 150.91% |
$1.76M - $2.02M
|
47.8K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
25.3K+ 12.3% |
$1.55M - $1.78M
|
231K
$19.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
24.9KNew |
$1.53M - $1.75M
|
24.9K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24.7K+ 76.21% |
$1.51M - $1.73M
|
57K
$4.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
23.6K+ 6.01% |
$1.45M - $1.66M
|
416K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.6K+ 13.55% |
$1.45M - $1.66M
|
197K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
23.3K+ 10.02% |
$1.43M - $1.64M
|
255K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.2K+ 70.51% |
$1.43M - $1.63M
|
56.2K
$4.71M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23.2KNew |
$1.43M - $1.63M
|
23.2K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
22.9K+ 28.33% |
$1.4M - $1.61M
|
104K
$8.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
22.7K+ 32.5% |
$1.4M - $1.6M
|
92.6K
$7.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.3K+ 91.66% |
$1.37M - $1.57M
|
46.6K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
21.2K+ 8.3% |
$1.3M - $1.49M
|
277K
$23.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.5K+ 92.78% |
$1.26M - $1.44M
|
42.6K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.2KNew |
$1.18M - $1.35M
|
19.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
19K+ 1755.28% |
$1.16M - $1.33M
|
20K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18.5KNew |
$1.14M - $1.3M
|
18.5K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
17.9KNew |
$1.1M - $1.26M
|
17.9K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
17.5K+ 19.76% |
$1.08M - $1.23M
|
106K
$8.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.3K+ 7.31% |
$1.06M - $1.21M
|
253K
$21.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.2K+ 204.19% |
$1.06M - $1.21M
|
25.6K
$2.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.3K+ 2.91% |
$999K - $1.14M
|
575K
$48.2M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
15.9K+ 233.97% |
$974K - $1.12M
|
22.6K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.3KNew |
$943K - $1.08M
|
15.3K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.5KNew |
$893K - $1.02M
|
14.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13.9K+ 1.62% |
$852K - $976K
|
871K
$73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.4K+ 4.96% |
$822K - $941K
|
283K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 1.08% |
$817K - $936K
|
1.24M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
13.2KNew |
$808K - $925K
|
13.2K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13K+ 74.39% |
$798K - $914K
|
30.5K
$2.55M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12.5KNew |
$769K - $881K
|
12.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12.1KNew |
$741K - $849K
|
12.1K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12K+ 20.61% |
$736K - $843K
|
70.1K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
11.6K+ 37.54% |
$712K - $815K
|
42.5K
$3.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
11.6K+ 18.04% |
$710K - $814K
|
75.7K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$693K - $794K
|
11.3K
$945K
|