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 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
690+ 5.69% |
$42.4K - $48.5K
|
12.8K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
681+ 3.54% |
$41.8K - $47.9K
|
19.9K
$1.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
638+ 0.54% |
$39.2K - $44.9K
|
120K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
601+ 0.56% |
$36.9K - $42.3K
|
109K
$9.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
600New |
$36.9K - $42.2K
|
600
$50.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
555+ 6.25% |
$34.1K - $39K
|
9.44K
$801K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
550+ 5.61% |
$33.8K - $38.7K
|
10.4K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$30.7K - $35.2K
|
500
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
497+ 114.78% |
$30.5K - $35K
|
930
$78.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
495+ 1.36% |
$30.4K - $34.8K
|
36.8K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
428+ 5.71% |
$26.3K - $30.1K
|
7.93K
$673K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
416+ 0.96% |
$25.6K - $29.3K
|
43.7K
$3.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
414+ 0.62% |
$25.4K - $29.1K
|
66.7K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
408New |
$25.1K - $28.7K
|
408
$34.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
405+ 4.45% |
$24.9K - $28.5K
|
9.51K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
384+ 0.08% |
$23.6K - $27K
|
475K
$40.3M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
365+ 1.87% |
$22.4K - $25.7K
|
19.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
359+ 0.47% |
$22.1K - $25.3K
|
76.7K
$6.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
351+ 7.01% |
$21.6K - $24.7K
|
5.36K
$455K
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
308+ 5.01% |
$18.9K - $21.7K
|
6.45K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
303New |
$18.6K - $21.3K
|
303
$25.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
301+ 5.52% |
$18.5K - $21.2K
|
5.75K
$488K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
294New |
$18.1K - $20.7K
|
294
$24.9K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$22.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$22.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
248+ 0.65% |
$15.2K - $17.4K
|
38.5K
$3.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
245+ 1.25% |
$15.1K - $17.2K
|
19.9K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
235+ 16.32% |
$14.4K - $16.5K
|
1.68K
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
221+ 0.57% |
$13.6K - $15.5K
|
38.9K
$3.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 55.1% |
$12.3K - $14.1K
|
563
$47.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
195+ 100.52% |
$12K - $13.7K
|
389
$33K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
195+ 100.52% |
$12K - $13.7K
|
389
$33K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
191+ 2.73% |
$11.7K - $13.4K
|
7.18K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
170+ 3.67% |
$10.4K - $12K
|
4.8K
$407K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
157+ 0.28% |
$9.64K - $11K
|
56.1K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
151New |
$9.28K - $10.6K
|
151
$12.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$9.21K - $10.6K
|
150
$12.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
149+ 1.88% |
$9.15K - $10.5K
|
8.09K
$687K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
146+ 1.46% |
$8.97K - $10.3K
|
10.2K
$863K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
144+ 2.81% |
$8.85K - $10.1K
|
5.28K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
142New |
$8.72K - $9.99K
|
142
$12K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
139+ 83.73% |
$8.54K - $9.78K
|
305
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
124+ 1.11% |
$7.62K - $8.72K
|
11.3K
$960K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
119+ 14.82% |
$7.31K - $8.37K
|
922
$78.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
112New |
$6.88K - $7.88K
|
112
$9.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
105+ 3.12% |
$6.45K - $7.39K
|
3.47K
$294K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
101+ 0.2% |
$6.2K - $7.11K
|
49.8K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
86+ 0.4% |
$5.28K - $6.05K
|
21.7K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85+ 1.81% |
$5.22K - $5.98K
|
4.78K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 1.19% |
$5.16K - $5.91K
|
7.16K
$608K
|