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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-6.19K- 10.24% |
$501K - $530K
|
54.2K
$4.38M
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-6.62K- 4.2% |
$536K - $567K
|
151K
$12.2M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.69K- 5.39% |
$541K - $573K
|
117K
$9.49M
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.9K- 30.12% |
$558K - $591K
|
16K
$1.29M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.95K- 2.71% |
$563K - $595K
|
249K
$20.1M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 5.24% |
$593K - $627K
|
133K
$10.7M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.55K- 10.2% |
$611K - $647K
|
66.5K
$5.37M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.45K- 1.23% |
$683K - $723K
|
679K
$54.9M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.72K- 23.51% |
$705K - $747K
|
28.4K
$2.29M
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.93K- 1.36% |
$723K - $765K
|
647K
$52.3M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.27K- 2.48% |
$751K - $794K
|
365K
$29.5M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.46K- 2.37% |
$765K - $810K
|
390K
$31.5M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11.2K- 60.5% |
$910K - $963K
|
7.34K
$593K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 36.59% |
$944K - $999K
|
20.2K
$1.63M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.6K- 53.9% |
$1.02M - $1.08M
|
10.8K
$872K
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 4.98% |
$1.03M - $1.09M
|
243K
$19.7M
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13K- 15.91% |
$1.05M - $1.11M
|
68.6K
$5.55M
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15.3K- 1.64% |
$1.24M - $1.31M
|
917K
$74.1M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-16.1K- 34.61% |
$1.31M - $1.38M
|
30.5K
$2.46M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 4.59% |
$1.56M - $1.65M
|
400K
$32.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 1.02% |
$1.96M - $2.08M
|
2.36M
$191M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-24.4K- 4.65% |
$1.98M - $2.09M
|
501K
$40.5M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$2.08M - $2.2M
|
27
$2.18K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 3.31% |
$2.35M - $2.49M
|
849K
$68.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 74.36% |
$2.54M - $2.69M
|
10.8K
$876K
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-33.2K- 39.99% |
$2.68M - $2.84M
|
49.8K
$4.02M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 80.36% |
$3.02M - $3.19M
|
9.11K
$736K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38.8K- 52.63% |
$3.14M - $3.32M
|
34.9K
$2.82M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.4K- 9.65% |
$3.43M - $3.63M
|
397K
$32.1M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.9K- 0.4% |
$3.8M - $4.02M
|
11.7M
$944M
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-51.5K- 0.78% |
$4.17M - $4.41M
|
6.59M
$532M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-55.7K- 33.64% |
$4.5M - $4.77M
|
110K
$8.87M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-56.8K- 57.8% |
$4.6M - $4.87M
|
41.5K
$3.35M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-57K- 38.54% |
$4.61M - $4.88M
|
90.8K
$7.34M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64.1K- 6.77% |
$5.18M - $5.49M
|
882K
$71.3M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-119K- 71.99% |
$9.65M - $10.2M
|
46.4K
$3.75M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-122K- 79.07% |
$9.86M - $10.4M
|
32.2K
$2.61M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162K- 82.5% |
$13.1M - $13.8M
|
34.3K
$2.77M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-224K- 23.38% |
$18.1M - $19.2M
|
735K
$59.4M
|