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 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.31K- 3.51% |
$80.3K - $92K
|
35.9K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.31K- 7.79% |
$80.7K - $92.5K
|
15.5K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.42K- 2.31% |
$87.2K - $99.9K
|
60K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.43K- 4.96% |
$88K - $101K
|
27.4K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.47K- 6.75% |
$90.5K - $104K
|
20.4K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.5K- 42.31% |
$92.1K - $106K
|
2.05K
$173K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.65K- 6.11% |
$101K - $116K
|
25.4K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.67K- 0.35% |
$103K - $118K
|
479K
$40.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 7.69% |
$106K - $121K
|
20.7K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.88K- 0.89% |
$116K - $132K
|
209K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.92K- 1.05% |
$118K - $135K
|
180K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.99K- 0.17% |
$122K - $140K
|
1.19M
$101M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.18K- 24.26% |
$134K - $153K
|
6.8K
$574K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.26K- 13.02% |
$139K - $159K
|
15.1K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.37K- 33.03% |
$145K - $167K
|
4.8K
$405K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.42K- 7.38% |
$148K - $170K
|
30.3K
$2.56M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.51K- 55.91% |
$154K - $177K
|
1.98K
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.54K- 5.08% |
$156K - $179K
|
47.5K
$4.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.56K- 16.31% |
$157K - $180K
|
13.2K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.59K- 0.93% |
$159K - $182K
|
275K
$23.3M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.62K- 19.92% |
$161K - $184K
|
10.5K
$889K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.77K- 2.04% |
$170K - $195K
|
133K
$11.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.07K- 6.13% |
$188K - $216K
|
46.9K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.13K- 3.31% |
$192K - $220K
|
91.4K
$7.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.16K- 38.28% |
$194K - $223K
|
5.1K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.29K- 26.44% |
$202K - $231K
|
9.14K
$772K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.34K- 47.24% |
$205K - $235K
|
3.73K
$314K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.38K- 11.39% |
$208K - $238K
|
26.3K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.47K- 30.46% |
$213K - $244K
|
7.93K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.63K- 20.46% |
$223K - $255K
|
14.1K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.73K- 9.26% |
$229K - $263K
|
36.5K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.02K- 53.35% |
$247K - $283K
|
3.52K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.14K- 7.54% |
$254K - $291K
|
50.8K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.62K- 53.84% |
$284K - $325K
|
3.96K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.88K- 2.68% |
$300K - $343K
|
177K
$15M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.95K- 43.49% |
$304K - $348K
|
6.43K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.15K- 2.92% |
$316K - $362K
|
171K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-6.59K- 68.24% |
$405K - $464K
|
3.07K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.73K- 23.06% |
$413K - $473K
|
22.4K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.33K- 25.07% |
$450K - $516K
|
21.9K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.85K- 1.11% |
$482K - $552K
|
701K
$59.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.17K- 65.35% |
$502K - $575K
|
4.33K
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.22K- 4.43% |
$505K - $578K
|
177K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.9K- 1.17% |
$547K - $626K
|
750K
$63.3M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.9K- 1.17% |
$547K - $626K
|
750K
$63.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.29K- 6.01% |
$571K - $654K
|
145K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.98K- 4.47% |
$613K - $702K
|
213K
$18M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-10.1K- 1.73% |
$620K - $710K
|
572K
$48.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 2.13% |
$637K - $729K
|
477K
$40.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.6K- 10.02% |
$648K - $743K
|
94.8K
$8M
|