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 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.33K+ 23.42% |
$143K - $164K
|
12.3K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
2.32K+ 36.97% |
$143K - $163K
|
8.6K
$730K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.24K+ 30.86% |
$137K - $157K
|
9.49K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.09K+ 9.23% |
$129K - $147K
|
24.8K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.09K+ 0.76% |
$129K - $147K
|
277K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.07K+ 9.12% |
$127K - $146K
|
24.8K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.06K+ 1.94% |
$127K - $145K
|
108K
$9.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.05K+ 2.19% |
$126K - $144K
|
95.8K
$8.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2K+ 2.39% |
$123K - $140K
|
85.4K
$7.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.7K+ 52.43% |
$105K - $120K
|
4.95K
$420K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.69K+ 17.18% |
$104K - $119K
|
11.5K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.65K+ 14.94% |
$101K - $116K
|
12.7K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.64K+ 11.01% |
$100K - $115K
|
16.5K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.62K+ 0.59% |
$99.3K - $114K
|
275K
$23.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.52K+ 10.08% |
$93.3K - $107K
|
16.6K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.5K+ 25.09% |
$92.1K - $106K
|
7.48K
$635K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.46K+ 1.36% |
$89.8K - $103K
|
109K
$9.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
1.43K+ 0.43% |
$88K - $101K
|
338K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.36K+ 300.22% |
$83.5K - $95.7K
|
1.81K
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 27.33% |
$81.1K - $92.9K
|
6.15K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.31K+ 9.69% |
$80.2K - $91.8K
|
14.8K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.26K+ 5.77% |
$77.3K - $88.6K
|
23.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.26KNew |
$77.2K - $88.4K
|
1.26K
$107K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.21K+ 3.96% |
$74.5K - $85.3K
|
31.9K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 5.09% |
$73.9K - $84.6K
|
24.8K
$2.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 17.27% |
$73.1K - $83.7K
|
8.08K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 0.18% |
$72.1K - $82.5K
|
651K
$55.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.12KNew |
$68.6K - $78.6K
|
1.12K
$94.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.09K+ 3.08% |
$66.7K - $76.3K
|
36.3K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
1.06K+ 4.24% |
$65K - $74.4K
|
26K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.05K+ 1.73% |
$64.7K - $74.2K
|
62.1K
$5.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.05K+ 0.18% |
$64.5K - $73.9K
|
585K
$49.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.04K+ 31.64% |
$63.9K - $73.2K
|
4.33K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$61.4K - $70.4K
|
1K
$84.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
999+ 6.53% |
$61.4K - $70.3K
|
16.3K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
997+ 6.85% |
$61.2K - $70.1K
|
15.6K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
955New |
$58.7K - $67.2K
|
955
$81K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
929+ 6.06% |
$57.1K - $65.4K
|
16.2K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
901+ 12.58% |
$55.3K - $63.4K
|
8.06K
$684K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
901+ 12.15% |
$55.3K - $63.4K
|
8.32K
$706K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
812+ 6.6% |
$49.9K - $57.1K
|
13.1K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
804+ 5.01% |
$49.4K - $56.6K
|
16.9K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
800New |
$49.1K - $56.3K
|
800
$67.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
795New |
$48.8K - $55.9K
|
795
$67.4K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
795+ 16.21% |
$48.8K - $55.9K
|
5.7K
$484K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
761+ 0.57% |
$46.7K - $53.5K
|
133K
$11.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
761+ 7.33% |
$46.7K - $53.5K
|
11.1K
$945K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
745+ 20.36% |
$45.8K - $52.4K
|
4.41K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 8.95% |
$45.2K - $51.8K
|
8.96K
$760K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
700New |
$43K - $49.3K
|
700
$59.4K
|