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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.9K+ 17.39% |
$668K - $766K
|
73.4K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.4K+ 314.46% |
$637K - $730K
|
13.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 34.07% |
$632K - $724K
|
40.5K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2K+ 12.92% |
$629K - $720K
|
89.5K
$7.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.2K+ 30.7% |
$628K - $720K
|
43.5K
$3.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10K+ 66.38% |
$617K - $707K
|
25.2K
$2.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.79K+ 10.93% |
$601K - $688K
|
99.3K
$8.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.7KNew |
$596K - $682K
|
9.7K
$823K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
9.34K+ 103.49% |
$574K - $657K
|
18.4K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.32KNew |
$573K - $656K
|
9.32K
$791K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9.14K+ 13.09% |
$562K - $643K
|
79K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.06KNew |
$557K - $638K
|
9.06K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.26K+ 116.19% |
$507K - $581K
|
15.4K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.16KNew |
$501K - $574K
|
8.16K
$692K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
7.93KNew |
$487K - $558K
|
7.93K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.92K+ 15.19% |
$486K - $557K
|
60K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.82K+ 3.61% |
$480K - $550K
|
224K
$19M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
7.7K+ 5.01% |
$473K - $541K
|
161K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.58K+ 1.33% |
$466K - $533K
|
579K
$49.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
7.5K+ 4.85% |
$461K - $528K
|
162K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.47KNew |
$459K - $526K
|
7.47K
$634K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.34K+ 5.15% |
$451K - $516K
|
150K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
7.27K+ 1.04% |
$447K - $512K
|
703K
$59.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.07KNew |
$434K - $498K
|
7.07K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.01K+ 0.79% |
$431K - $493K
|
892K
$75.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.78K+ 5.76% |
$416K - $477K
|
125K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.75KNew |
$414K - $475K
|
6.75K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.59K+ 161.16% |
$405K - $464K
|
10.7K
$906K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.34KNew |
$389K - $446K
|
6.34K
$538K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.32K+ 10.62% |
$388K - $445K
|
65.8K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.22K+ 2411.24% |
$382K - $438K
|
6.48K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.1K+ 11.61% |
$375K - $429K
|
58.6K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.89KNew |
$362K - $414K
|
5.89K
$500K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.59K+ 23.81% |
$343K - $393K
|
29K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.42KNew |
$333K - $381K
|
5.42K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
5.41K+ 3.3% |
$332K - $381K
|
169K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
5.38K+ 7.49% |
$330K - $378K
|
77.2K
$6.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.23K+ 39.69% |
$321K - $368K
|
18.4K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
5.18K+ 10.35% |
$318K - $364K
|
55.2K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$316K - $362K
|
5.14K
$436K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.09KNew |
$313K - $358K
|
5.09K
$432K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
5K+ 50.07% |
$307K - $352K
|
15K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5KNew |
$307K - $352K
|
5K
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4.93K+ 4.68% |
$303K - $347K
|
110K
$9.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.92K+ 0.75% |
$302K - $346K
|
660K
$56M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.84KNew |
$297K - $340K
|
4.84K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.79KNew |
$294K - $337K
|
4.79K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.63K+ 1.72% |
$284K - $326K
|
274K
$23.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.58KNew |
$282K - $323K
|
4.58K
$389K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.49KNew |
$276K - $316K
|
4.49K
$381K
|