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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.47KNew |
$275K - $315K
|
4.47K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.44KNew |
$272K - $312K
|
4.44K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.3KNew |
$264K - $303K
|
4.3K
$365K
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.26KNew |
$262K - $300K
|
4.26K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.26KNew |
$262K - $300K
|
4.26K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.21K+ 6.62% |
$258K - $296K
|
67.8K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.2KNew |
$258K - $296K
|
4.2K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.07KNew |
$250K - $286K
|
4.07K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4K+ 8.87% |
$246K - $281K
|
49.1K
$4.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$242K - $277K
|
3.94K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.93K+ 109.81% |
$241K - $276K
|
7.51K
$637K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85K+ 26.21% |
$236K - $271K
|
18.5K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.83KNew |
$235K - $269K
|
3.83K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.83K+ 2.17% |
$235K - $269K
|
180K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.81KNew |
$234K - $268K
|
3.81K
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.8KNew |
$234K - $268K
|
3.8K
$323K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.73KNew |
$229K - $262K
|
3.73K
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.67K+ 0.72% |
$225K - $258K
|
515K
$43.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.59K+ 4.88% |
$221K - $253K
|
77.2K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.59K+ 0.48% |
$220K - $252K
|
757K
$64.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 10.14% |
$220K - $252K
|
38.9K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.57K+ 9.9% |
$220K - $251K
|
39.7K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.57K+ 23.34% |
$219K - $251K
|
18.9K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.53KNew |
$217K - $248K
|
3.53K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$215K - $246K
|
3.5K
$297K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.46KNew |
$213K - $244K
|
3.46K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.46KNew |
$213K - $244K
|
3.46K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.41KNew |
$210K - $240K
|
3.41K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23KNew |
$199K - $227K
|
3.23K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.18K+ 3.54% |
$196K - $224K
|
93.2K
$7.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.16K+ 162.82% |
$194K - $222K
|
5.1K
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.1KNew |
$190K - $218K
|
3.1K
$263K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$189K - $216K
|
3.07K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.03KNew |
$186K - $213K
|
3.03K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.01K+ 19.16% |
$185K - $212K
|
18.7K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.95K+ 29.83% |
$181K - $208K
|
12.9K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.93KNew |
$180K - $206K
|
2.93K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.89KNew |
$177K - $203K
|
2.89K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.87KNew |
$176K - $202K
|
2.87K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.86KNew |
$176K - $201K
|
2.86K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.8KNew |
$172K - $197K
|
2.8K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.78KNew |
$171K - $196K
|
2.78K
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
2.75K+ 10.84% |
$169K - $194K
|
28.2K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.68K+ 76.96% |
$164K - $188K
|
6.15K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
2.61K+ 9.32% |
$160K - $184K
|
30.6K
$2.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.54K+ 6.48% |
$156K - $179K
|
41.7K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.53K+ 1.49% |
$156K - $178K
|
172K
$14.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
2.44K+ 19.26% |
$150K - $172K
|
15.1K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.37K+ 1.25% |
$145K - $167K
|
191K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.37K+ 2.57% |
$145K - $166K
|
94.3K
$8M
|