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 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.09K+ 6.16% |
$88K - $93.1K
|
18.7K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 5.4% |
$87.5K - $92.6K
|
21.1K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.04K+ 30.62% |
$84.4K - $89.3K
|
4.45K
$371K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.02K+ 6.73% |
$82.8K - $87.6K
|
16.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
965+ 14.65% |
$78.1K - $82.7K
|
7.55K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
921+ 19.47% |
$74.5K - $78.9K
|
5.65K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
896+ 6.73% |
$72.5K - $76.8K
|
14.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
881New |
$71.3K - $75.5K
|
881
$73.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 6.48% |
$70.3K - $74.4K
|
14.3K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
817+ 7.22% |
$66.1K - $70K
|
12.1K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
767+ 6.64% |
$62.1K - $65.7K
|
12.3K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
721+ 23.78% |
$58.4K - $61.8K
|
3.75K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
714New |
$57.8K - $61.2K
|
714
$59.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
687+ 0.91% |
$55.6K - $58.8K
|
76.2K
$6.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
672+ 89.84% |
$54.4K - $57.6K
|
1.42K
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 2.87% |
$52.6K - $55.7K
|
23.3K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$49.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
551+ 13.88% |
$44.6K - $47.2K
|
4.52K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
514+ 0.05% |
$41.6K - $44K
|
1.09M
$90.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
501New |
$40.5K - $42.9K
|
501
$41.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 14.58% |
$38.4K - $40.7K
|
3.73K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
428+ 299.3% |
$34.6K - $36.7K
|
571
$47.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
427+ 1.96% |
$34.6K - $36.6K
|
22.2K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
396+ 4.41% |
$32K - $33.9K
|
9.38K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
393+ 5.47% |
$31.8K - $33.7K
|
7.58K
$631K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
381New |
$30.8K - $32.6K
|
381
$31.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 1.79% |
$30.3K - $32.1K
|
21.3K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$29.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
346+ 7.78% |
$28K - $29.6K
|
4.79K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
335+ 7.56% |
$27.1K - $28.7K
|
4.76K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
331+ 4.27% |
$26.8K - $28.4K
|
8.09K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
327New |
$26.5K - $28K
|
327
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
325+ 238.97% |
$26.3K - $27.8K
|
461
$38.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
321+ 0.81% |
$26K - $27.5K
|
40K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
318+ 0.72% |
$25.7K - $27.2K
|
44.5K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
272+ 7.0% |
$22K - $23.3K
|
4.16K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
272+ 0.4% |
$22K - $23.3K
|
68.2K
$5.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 5.8% |
$21.2K - $22.4K
|
4.78K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
225+ 1.72% |
$18.2K - $19.3K
|
13.3K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 1.14% |
$18K - $19.1K
|
19.8K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
207+ 0.77% |
$16.8K - $17.7K
|
27.2K
$2.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$17K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
178+ 0.62% |
$14.4K - $15.2K
|
28.8K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
158+ 1.48% |
$12.8K - $13.5K
|
10.9K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
150+ 3.14% |
$12.1K - $12.8K
|
4.93K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
145+ 0.63% |
$11.7K - $12.4K
|
23.1K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
127+ 1.58% |
$10.3K - $10.9K
|
8.19K
$682K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
116New |
$9.39K - $9.94K
|
116
$9.66K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 2.8% |
$8.9K - $9.42K
|
4.04K
$336K
|