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 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
92New |
$5.65K - $6.47K
|
92
$7.44K
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
86+ 0.4% |
$5.28K - $6.05K
|
21.7K
$1.76M
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
85+ 1.81% |
$5.22K - $5.98K
|
4.78K
$386K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 1.19% |
$5.16K - $5.91K
|
7.16K
$579K
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58+ 1.3% |
$3.56K - $4.08K
|
4.51K
$365K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52New |
$3.19K - $3.66K
|
52
$4.2K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$3.07K - $3.52K
|
50
$4.04K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
28+ 0.63% |
$1.72K - $1.97K
|
4.48K
$362K
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.53% |
$1.66K - $1.9K
|
5.09K
$411K
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
23+ 0.37% |
$1.41K - $1.62K
|
6.3K
$509K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 0.63% |
$1.04K - $1.2K
|
2.7K
$218K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
13+ 0.13% |
$799 - $915
|
10.1K
$817K
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10+ 0.13% |
$614 - $704
|
7.5K
$606K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$369 - $422
|
2.17K
$175K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
6+ 0.15% |
$369 - $422
|
4.1K
$331K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.1% |
$246 - $281
|
4.18K
$338K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.02% |
$184 - $211
|
12.8K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.64% |
$184 - $211
|
469
$37.9K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.75% |
$184 - $211
|
404
$32.7K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$123 - $141
|
3.73K
$301K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.62% |
$61.4 - $70.4
|
162
$13.1K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$61.4 - $70.4
|
4.35K
$351K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$61.4 - $70.4
|
3.66K
$296K
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.01% |
$61.4 - $70.4
|
16.9K
$1.37M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2- 0.04% |
$123 - $141
|
4.97K
$402K
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2- 0.02% |
$123 - $141
|
8.46K
$684K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.45% |
$184 - $211
|
657
$53.1K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.12% |
$246 - $281
|
3.47K
$281K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.18% |
$491 - $563
|
4.56K
$368K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-19- 0.72% |
$1.17K - $1.34K
|
2.62K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.08% |
$1.47K - $1.69K
|
31.5K
$2.54M
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-25- 0.66% |
$1.54K - $1.76K
|
3.78K
$305K
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-38- 0.68% |
$2.33K - $2.67K
|
5.59K
$451K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 0.73% |
$2.46K - $2.81K
|
5.45K
$441K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 1.06% |
$3.13K - $3.59K
|
4.78K
$386K
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 0.22% |
$3.38K - $3.87K
|
25.3K
$2.05M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-57- 1.49% |
$3.5K - $4.01K
|
3.77K
$305K
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-69- 1.31% |
$4.24K - $4.85K
|
5.21K
$421K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 51.85% |
$4.3K - $4.93K
|
65
$5.25K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-74- 1.63% |
$4.55K - $5.21K
|
4.48K
$362K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-75- 50.0% |
$4.61K - $5.28K
|
75
$6.06K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-78- 54.17% |
$4.79K - $5.49K
|
66
$5.33K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-79- 1.55% |
$4.85K - $5.56K
|
5.03K
$407K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-80- 0.6% |
$4.91K - $5.63K
|
13.3K
$1.07M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-81- 0.45% |
$4.98K - $5.7K
|
17.9K
$1.44M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-82- 0.96% |
$5.04K - $5.77K
|
8.43K
$681K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-99- 0.71% |
$6.08K - $6.97K
|
13.8K
$1.11M
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-100- 42.19% |
$6.14K - $7.04K
|
137
$11.1K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-106- 5.76% |
$6.51K - $7.46K
|
1.73K
$140K
|