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 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$1.31M - $1.39M
|
16.2K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.29M - $1.37M
|
16K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.6K+ 12.11% |
$1.27M - $1.34M
|
145K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 0.54% |
$1.18M - $1.25M
|
2.72M
$228M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 1.85% |
$1.15M - $1.22M
|
783K
$65.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.6K+ 3.55% |
$1.1M - $1.17M
|
398K
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.5K+ 4.59% |
$1.09M - $1.15M
|
307K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 5.45% |
$1.08M - $1.14M
|
257K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 13.05% |
$1.07M - $1.14M
|
115K
$9.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
12.6K+ 105.57% |
$1.02M - $1.08M
|
24.5K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.3K+ 247.03% |
$999K - $1.06M
|
17.3K
$1.45M
|
|
|
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
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 5.41% |
$907K - $961K
|
219K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 16.61% |
$848K - $898K
|
73.6K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2.07% |
$846K - $895K
|
515K
$43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.4K+ 83.22% |
$844K - $894K
|
23K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 24.76% |
$838K - $887K
|
52.2K
$4.36M
|
|
|
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
$70.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.84K+ 8.77% |
$716K - $757K
|
110K
$9.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
8.37K+ 5.52% |
$677K - $717K
|
160K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.64K+ 4.67% |
$618K - $654K
|
171K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7.01K+ 0.9% |
$568K - $601K
|
788K
$65.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.9KNew |
$558K - $591K
|
6.9K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.87K+ 5.82% |
$556K - $588K
|
125K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.81KNew |
$551K - $584K
|
6.81K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.78K+ 6.46% |
$549K - $581K
|
112K
$9.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.65K+ 2.55% |
$539K - $570K
|
268K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.31K+ 260.01% |
$511K - $541K
|
8.74K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 50.98% |
$508K - $537K
|
18.6K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.95K+ 74.34% |
$481K - $509K
|
13.9K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 23.41% |
$457K - $484K
|
29.8K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.49K+ 0.43% |
$444K - $470K
|
1.28M
$107M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.21K+ 101.96% |
$421K - $446K
|
10.3K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.91KNew |
$398K - $421K
|
4.91K
$411K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.77K+ 40.93% |
$386K - $408K
|
16.4K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.63K+ 34.01% |
$375K - $397K
|
18.2K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
4.62K+ 6.13% |
$373K - $395K
|
79.9K
$6.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.48KNew |
$363K - $384K
|
4.48K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.37K+ 10.68% |
$354K - $374K
|
45.3K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.11K+ 115.77% |
$333K - $352K
|
7.66K
$640K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.86K+ 3.45% |
$312K - $331K
|
116K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.77KNew |
$305K - $323K
|
3.77K
$315K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.75KNew |
$303K - $321K
|
3.75K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.67K+ 7.37% |
$297K - $315K
|
53.5K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.55K+ 3.92% |
$287K - $304K
|
94.2K
$7.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.55K+ 32.71% |
$287K - $304K
|
14.4K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.46K+ 3.12% |
$280K - $296K
|
114K
$9.55M
|