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 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$162 - $171
|
477
$39K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.41% |
$162 - $171
|
494
$40.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.04% |
$162 - $171
|
5.27K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$80.9 - $85.7
|
5.11K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$80.9 - $85.7
|
165
$13.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$80.9 - $85.7
|
139K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2- -0.0% |
$162 - $171
|
1.32M
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2- 0.02% |
$162 - $171
|
11K
$898K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.23% |
$647 - $685
|
3.5K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-9- 8.65% |
$728 - $771
|
95
$7.78K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10- 0.28% |
$809 - $857
|
3.54K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-11- 0.23% |
$890 - $942
|
4.83K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 1.38% |
$971 - $1.03K
|
860
$70.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13- 0.44% |
$1.05K - $1.11K
|
2.93K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-22- 0.53% |
$1.78K - $1.88K
|
4.11K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23- 0.45% |
$1.86K - $1.97K
|
5.11K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-23- 0.03% |
$1.86K - $1.97K
|
88.9K
$7.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.51% |
$2.02K - $2.14K
|
4.86K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.54% |
$3.48K - $3.68K
|
7.93K
$649K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-47- 0.5% |
$3.8K - $4.03K
|
9.36K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-49- 0.49% |
$3.97K - $4.2K
|
9.89K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-49- 9.61% |
$3.97K - $4.2K
|
461
$37.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-50- 0.18% |
$4.05K - $4.28K
|
28K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50- 0.98% |
$4.05K - $4.28K
|
5.04K
$412K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 5.0% |
$4.05K - $4.28K
|
950
$77.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-54- 0.79% |
$4.37K - $4.63K
|
6.75K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65- 1.19% |
$5.26K - $5.57K
|
5.41K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-72- 0.56% |
$5.83K - $6.17K
|
12.9K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-74- 14.15% |
$5.99K - $6.34K
|
449
$36.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-75- 0.93% |
$6.07K - $6.42K
|
8.03K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-78- 1.06% |
$6.31K - $6.68K
|
7.29K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-86- 0.67% |
$6.96K - $7.37K
|
12.8K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-94- 0.78% |
$7.61K - $8.05K
|
11.9K
$973K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-95- 0.03% |
$7.69K - $8.14K
|
293K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-97- 3.02% |
$7.85K - $8.31K
|
3.12K
$255K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-98- 3.18% |
$7.93K - $8.39K
|
2.98K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 1.41% |
$8.5K - $8.99K
|
7.36K
$602K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-105- 80.77% |
$8.5K - $8.99K
|
25
$2.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 1.2% |
$8.58K - $9.08K
|
8.71K
$713K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-117- 1.78% |
$9.47K - $10K
|
6.45K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 5.05% |
$9.47K - $10K
|
2.2K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-117- 4.07% |
$9.47K - $10K
|
2.76K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-122- 3.99% |
$9.87K - $10.5K
|
2.94K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-134- 0.44% |
$10.8K - $11.5K
|
30.4K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-146- 3.8% |
$11.8K - $12.5K
|
3.7K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 1.5% |
$12.1K - $12.8K
|
9.83K
$804K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-152- 4.72% |
$12.3K - $13K
|
3.07K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-164- 1.02% |
$13.3K - $14K
|
15.9K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-173- 1.55% |
$14K - $14.8K
|
11K
$898K
|