Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2024. 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 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
404KNew |
$32.7M - $34.6M
|
404K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
311KNew |
$25.2M - $26.6M
|
311K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
297KNew |
$24M - $25.4M
|
297K
$24.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
217KNew |
$17.5M - $18.6M
|
217K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
196KNew |
$15.8M - $16.8M
|
196K
$16.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
190KNew |
$15.4M - $16.3M
|
190K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145K+ 20.87% |
$11.7M - $12.4M
|
838K
$69.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
142K+ 27.47% |
$11.5M - $12.2M
|
661K
$55.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
137KNew |
$11.1M - $11.7M
|
137K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
115KNew |
$9.34M - $9.89M
|
115K
$9.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.8K+ 12.08% |
$6.06M - $6.41M
|
694K
$57.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71.5K+ 48.02% |
$5.79M - $6.12M
|
220K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
48.3K+ 40.97% |
$3.91M - $4.13M
|
166K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44K+ 68.13% |
$3.56M - $3.77M
|
109K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 40.86% |
$3.13M - $3.31M
|
133K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.1K+ 239.45% |
$3.08M - $3.26M
|
54K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 61.31% |
$3.02M - $3.19M
|
98.1K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34KNew |
$2.75M - $2.91M
|
34K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.5KNew |
$2.55M - $2.7M
|
31.5K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31K+ 61.71% |
$2.51M - $2.65M
|
81.1K
$6.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.9KNew |
$2.34M - $2.48M
|
28.9K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27K+ 250.02% |
$2.18M - $2.31M
|
37.8K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
25.6K+ 5.09% |
$2.07M - $2.19M
|
528K
$44M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24.3KNew |
$1.96M - $2.08M
|
24.3K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.1K+ 177.73% |
$1.79M - $1.89M
|
34.5K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
21.4K+ 46.38% |
$1.73M - $1.83M
|
67.4K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 121.99% |
$1.73M - $1.83M
|
38.8K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
20.8K+ 13.98% |
$1.69M - $1.79M
|
170K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.3K+ 15.31% |
$1.56M - $1.65M
|
145K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
18KNew |
$1.46M - $1.54M
|
18K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 13.93% |
$1.39M - $1.47M
|
140K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$1.31M - $1.39M
|
16.2K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.6K+ 12.11% |
$1.27M - $1.34M
|
145K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.6K+ 3.55% |
$1.1M - $1.17M
|
398K
$33.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.5K+ 4.59% |
$1.09M - $1.15M
|
307K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 5.45% |
$1.08M - $1.14M
|
257K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 13.05% |
$1.07M - $1.14M
|
115K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 3.96% |
$986K - $1.04M
|
320K
$26.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11.8KNew |
$951K - $1.01M
|
11.8K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 5.41% |
$907K - $961K
|
219K
$18.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 16.61% |
$848K - $898K
|
73.6K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.4K+ 83.22% |
$844K - $894K
|
23K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.2K+ 2.98% |
$822K - $870K
|
351K
$29.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.06K+ 1.09% |
$733K - $776K
|
839K
$69.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.84K+ 8.77% |
$716K - $757K
|
110K
$9.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
8.37K+ 5.52% |
$677K - $717K
|
160K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7.01K+ 0.9% |
$568K - $601K
|
788K
$65.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.87K+ 5.82% |
$556K - $588K
|
125K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.78K+ 6.46% |
$549K - $581K
|
112K
$9.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 50.98% |
$508K - $537K
|
18.6K
$1.55M
|