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 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 51.58% |
$9.03K - $10.3K
|
138
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-150- 0.53% |
$9.21K - $10.6K
|
28.3K
$2.39M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-154- 1.68% |
$9.46K - $10.8K
|
9.01K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-154- 1.68% |
$9.46K - $10.8K
|
9.01K
$761K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-154- 1.18% |
$9.46K - $10.8K
|
12.9K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-156- 0.67% |
$9.58K - $11K
|
23K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.43% |
$10K - $11.5K
|
6.56K
$554K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-169- 1.11% |
$10.4K - $11.9K
|
15K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-183- 2.28% |
$11.2K - $12.9K
|
7.83K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-190- 2.76% |
$11.7K - $13.4K
|
6.7K
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-192- 0.05% |
$11.8K - $13.5K
|
373K
$31.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-203- 2.0% |
$12.5K - $14.3K
|
9.94K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-209- 7.56% |
$12.8K - $14.7K
|
2.56K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-228- 2.29% |
$14K - $16K
|
9.72K
$820K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-276- 3.54% |
$17K - $19.4K
|
7.52K
$635K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-276- 17.83% |
$17K - $19.4K
|
1.27K
$107K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-283- 1.97% |
$17.4K - $19.9K
|
14.1K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-285- 7.88% |
$17.5K - $20.1K
|
3.33K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-321- 0.56% |
$19.7K - $22.6K
|
56.9K
$4.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-392- 0.65% |
$24.1K - $27.6K
|
60.1K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-452- 7.83% |
$27.8K - $31.8K
|
5.32K
$449K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-453- 7.48% |
$27.8K - $31.9K
|
5.61K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-535- 8.79% |
$32.9K - $37.6K
|
5.55K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-539- 10.57% |
$33.1K - $37.9K
|
4.56K
$385K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-542- 6.02% |
$33.3K - $38.1K
|
8.46K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-544- 0.08% |
$33.4K - $38.3K
|
720K
$60.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-582- 0.82% |
$35.8K - $40.9K
|
70.3K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-596- 15.8% |
$36.6K - $41.9K
|
3.18K
$268K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-596- 1.69% |
$36.6K - $41.9K
|
34.6K
$2.92M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-600- 9.71% |
$36.9K - $42.2K
|
5.58K
$471K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-612- 1.12% |
$37.6K - $43.1K
|
54.2K
$4.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-615- 53.71% |
$37.8K - $43.3K
|
530
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-640- 0.68% |
$39.3K - $45K
|
93.8K
$7.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-671- 4.63% |
$41.2K - $47.2K
|
13.8K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-671- 0.99% |
$41.2K - $47.2K
|
67.4K
$5.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-714- 0.6% |
$43.9K - $50.2K
|
118K
$9.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-717- 0.67% |
$44K - $50.4K
|
107K
$9.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-797- 6.02% |
$49K - $56.1K
|
12.4K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-812- 17.81% |
$49.9K - $57.1K
|
3.75K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-819- 12.52% |
$50.3K - $57.6K
|
5.72K
$483K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-836- 2.65% |
$51.4K - $58.8K
|
30.7K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-903- 6.04% |
$55.5K - $63.5K
|
14K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-920- 5.9% |
$56.5K - $64.7K
|
14.7K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-940- 6.88% |
$57.7K - $66.1K
|
12.7K
$1.07M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-950- 6.08% |
$58.4K - $66.8K
|
14.7K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-969- 3.51% |
$59.5K - $68.2K
|
26.6K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-983- 2.89% |
$60.4K - $69.2K
|
33K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-1.04K- 19.48% |
$63.9K - $73.2K
|
4.3K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.07K- 1.7% |
$66K - $75.6K
|
61.9K
$5.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.11K- 1.97% |
$68.1K - $78K
|
55.3K
$4.67M
|