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 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-117- 4.07% |
$9.47K - $10K
|
2.76K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 5.05% |
$9.47K - $10K
|
2.2K
$178K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-117- 1.78% |
$9.47K - $10K
|
6.45K
$521K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-122- 3.99% |
$9.87K - $10.5K
|
2.94K
$237K
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-134- 0.44% |
$10.8K - $11.5K
|
30.4K
$2.46M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-146- 3.8% |
$11.8K - $12.5K
|
3.7K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 1.5% |
$12.1K - $12.8K
|
9.83K
$794K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-152- 4.72% |
$12.3K - $13K
|
3.07K
$248K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-164- 1.02% |
$13.3K - $14K
|
15.9K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-173- 1.55% |
$14K - $14.8K
|
11K
$887K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-197- 6.06% |
$15.9K - $16.9K
|
3.05K
$247K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-197- 4.08% |
$15.9K - $16.9K
|
4.63K
$374K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 28.31% |
$16.1K - $17K
|
504
$40.7K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-249- 1.09% |
$20.2K - $21.3K
|
22.6K
$1.83M
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-251- 0.42% |
$20.3K - $21.5K
|
59.2K
$4.79M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-253- 0.04% |
$20.5K - $21.7K
|
572K
$46.2M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-261- 2.09% |
$21.1K - $22.4K
|
12.2K
$988K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-266- 5.33% |
$21.5K - $22.8K
|
4.73K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-272- 0.03% |
$22K - $23.3K
|
785K
$63.4M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-277- 1.28% |
$22.4K - $23.7K
|
21.4K
$1.73M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-281- 4.0% |
$22.7K - $24.1K
|
6.74K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-288- 6.01% |
$23.3K - $24.7K
|
4.5K
$364K
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-290- 0.52% |
$23.5K - $24.8K
|
55.1K
$4.46M
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-294- 3.07% |
$23.8K - $25.2K
|
9.29K
$751K
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-300- 5.26% |
$24.3K - $25.7K
|
5.4K
$436K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 17.46% |
$24.3K - $25.7K
|
1.42K
$115K
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-301- 0.09% |
$24.4K - $25.8K
|
331K
$26.7M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-301- 3.51% |
$24.4K - $25.8K
|
8.28K
$669K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-319- 36.21% |
$25.8K - $27.3K
|
562
$45.4K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-350- 0.24% |
$28.3K - $30K
|
147K
$11.9M
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-375- 8.69% |
$30.3K - $32.1K
|
3.94K
$318K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-375- 0.63% |
$30.3K - $32.1K
|
58.7K
$4.75M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-380- 3.29% |
$30.8K - $32.6K
|
11.2K
$904K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-384- 1.15% |
$31.1K - $32.9K
|
33K
$2.67M
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-404- 12.5% |
$32.7K - $34.6K
|
2.83K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-432- 10.98% |
$35K - $37K
|
3.5K
$283K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-453- 7.44% |
$36.7K - $38.8K
|
5.64K
$456K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-474- 15.38% |
$38.4K - $40.6K
|
2.61K
$211K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-479- 3.45% |
$38.8K - $41K
|
13.4K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-507- 5.26% |
$41K - $43.4K
|
9.13K
$738K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-548- 5.96% |
$44.3K - $46.9K
|
8.65K
$699K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-573- 0.27% |
$46.4K - $49.1K
|
215K
$17.3M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-581- 3.42% |
$47K - $49.8K
|
16.4K
$1.33M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-597- 9.44% |
$48.3K - $51.1K
|
5.73K
$463K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-605- 26.5% |
$49K - $51.8K
|
1.68K
$136K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-677- 1.29% |
$54.8K - $58K
|
51.7K
$4.18M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-733- 6.39% |
$59.3K - $62.8K
|
10.7K
$869K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-758- 0.44% |
$61.3K - $64.9K
|
170K
$13.7M
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-879- 1.35% |
$71.1K - $75.3K
|
64.4K
$5.21M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-902- 1.14% |
$73K - $77.3K
|
78K
$6.3M
|