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 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-986- 4.33% |
$79.8K - $84.5K
|
21.8K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1K- 26.7% |
$80.9K - $85.7K
|
2.75K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.01K- 1.56% |
$81.6K - $86.3K
|
63.7K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.04K- 0.36% |
$83.9K - $88.8K
|
286K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.1% |
$86.5K - $91.6K
|
9.52K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.08K- 2.75% |
$87.1K - $92.2K
|
38.1K
$3.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.08K- 10.15% |
$87.5K - $92.6K
|
9.57K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 47.74% |
$95.1K - $101K
|
1.29K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.19K- 4.33% |
$96.3K - $102K
|
26.3K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.26K- 9.52% |
$102K - $108K
|
12K
$970K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 6.87% |
$105K - $111K
|
17.6K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.32K- 21.58% |
$107K - $113K
|
4.8K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.36K- 4.73% |
$110K - $117K
|
27.4K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 5.44% |
$114K - $121K
|
24.6K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.56K- 0.54% |
$126K - $134K
|
289K
$23.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.66K- 1.41% |
$134K - $142K
|
116K
$9.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.7K- 0.49% |
$138K - $146K
|
349K
$28.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.72K- 5.61% |
$139K - $148K
|
29K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.73K- 2.88% |
$140K - $148K
|
58.3K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.8K- 6.01% |
$146K - $154K
|
28.1K
$2.27M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.84K- 0.72% |
$149K - $158K
|
253K
$20.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.9K- 0.65% |
$154K - $163K
|
290K
$23.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2K- 11.01% |
$162K - $171K
|
16.2K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.13K- 4.69% |
$173K - $183K
|
43.4K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.18K- 9.58% |
$177K - $187K
|
20.6K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.23K- 39.11% |
$180K - $191K
|
3.47K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 2.11% |
$193K - $204K
|
111K
$8.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 32.91% |
$193K - $205K
|
4.87K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.43K- 11.55% |
$196K - $208K
|
18.6K
$1.5M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.68K- 1.05% |
$217K - $229K
|
252K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.84K- 1.35% |
$230K - $243K
|
208K
$16.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.86K- 1.93% |
$231K - $245K
|
146K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 52.58% |
$235K - $249K
|
2.62K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 6.38% |
$259K - $274K
|
47K
$3.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.25K- 12.14% |
$263K - $279K
|
23.6K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.37K- 10.95% |
$273K - $289K
|
27.4K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 7.53% |
$275K - $291K
|
41.8K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 20.1% |
$277K - $294K
|
13.6K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 0.52% |
$300K - $318K
|
704K
$56.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.87K- 5.81% |
$313K - $331K
|
62.7K
$5.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.13K- 12.76% |
$334K - $354K
|
28.3K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.28K- 4.37% |
$346K - $366K
|
93.6K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 9.9% |
$374K - $396K
|
42.1K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.72K- 4.16% |
$382K - $404K
|
109K
$8.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.85K- 5.57% |
$392K - $415K
|
82.2K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.23K- 34.76% |
$423K - $448K
|
9.81K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5.5K- 20.16% |
$445K - $471K
|
21.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.62K- 4.9% |
$455K - $482K
|
109K
$8.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-6K- 4.78% |
$485K - $514K
|
120K
$9.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6K- 5.77% |
$485K - $514K
|
97.9K
$7.92M
|