Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL QUALITY DIV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
653+ 23.09% |
$22.8K - $25.1K
|
3.48K
$127K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
577+ 2.93% |
$20.2K - $22.1K
|
20.3K
$740K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
430+ 2.02% |
$15K - $16.5K
|
21.7K
$793K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
369+ 1.85% |
$12.9K - $14.2K
|
20.3K
$740K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
312+ 5.62% |
$10.9K - $12K
|
5.86K
$214K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
243+ 3.47% |
$8.5K - $9.33K
|
7.24K
$264K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
229+ 31.67% |
$8.01K - $8.79K
|
952
$34.7K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
224+ 1.71% |
$7.83K - $8.6K
|
13.3K
$486K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
85New |
$2.97K - $3.26K
|
85
$3.1K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 2.27% |
$2.83K - $3.11K
|
3.66K
$133K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
20+ 0.06% |
$699 - $768
|
31.4K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
17+ 0.33% |
$594 - $652
|
5.1K
$186K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 0.56% |
$490 - $537
|
2.53K
$92.2K
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 0.08% |
$455 - $499
|
16.5K
$601K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 0.44% |
$2.52K - $2.76K
|
16.1K
$589K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-80- 0.97% |
$2.8K - $3.07K
|
8.2K
$299K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-157- 0.23% |
$5.49K - $6.03K
|
68.7K
$2.51M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-177- 2.39% |
$6.19K - $6.79K
|
7.24K
$264K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-192- 2.57% |
$6.71K - $7.37K
|
7.29K
$266K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-443- 4.1% |
$15.5K - $17K
|
10.4K
$378K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-558- 0.87% |
$19.5K - $21.4K
|
63.9K
$2.33M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-603- 0.5% |
$21.1K - $23.1K
|
119K
$4.35M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-967- 38.15% |
$33.8K - $37.1K
|
1.57K
$57.2K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.1K- 7.28% |
$38.6K - $42.4K
|
14.1K
$513K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.22K- 14.26% |
$42.7K - $46.9K
|
7.34K
$268K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.33K- 8.29% |
$46.5K - $51.1K
|
14.7K
$537K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.34K- 9.96% |
$46.9K - $51.5K
|
12.1K
$442K
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.75K- 42.12% |
$201K - $221K
|
7.9K
$288K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-10.7K- 25.51% |
$373K - $409K
|
31.1K
$1.13M
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-11.8K- 60.63% |
$414K - $454K
|
7.68K
$280K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 30.23% |
$430K - $472K
|
28.4K
$1.03M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.5K- 25.72% |
$472K - $518K
|
39K
$1.42M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.9K- 9.94% |
$626K - $687K
|
162K
$5.91M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19K- 18.03% |
$665K - $730K
|
86.5K
$3.15M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.3K- 10.48% |
$711K - $781K
|
174K
$6.33M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-20.4K- 14.99% |
$715K - $785K
|
116K
$4.22M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.2K- 39.2% |
$741K - $813K
|
32.9K
$1.2M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.2K- 18.79% |
$1.09M - $1.2M
|
135K
$4.92M
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64.7K- 27.13% |
$2.26M - $2.48M
|
174K
$6.33M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.4K- 32.96% |
$2.32M - $2.55M
|
135K
$4.92M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87.5K- 91.11% |
$3.06M - $3.36M
|
8.54K
$311K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-125K- 12.76% |
$4.37M - $4.8M
|
854K
$31.1M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-155K- 75.31% |
$5.42M - $5.95M
|
50.9K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-254K- 34.58% |
$8.9M - $9.76M
|
481K
$17.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-287K- 7.41% |
$10M - $11M
|
3.59M
$131M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-287K- 7.41% |
$10M - $11M
|
3.59M
$131M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-320K- 97.13% |
$11.2M - $12.3M
|
9.46K
$345K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-347K- 20.93% |
$12.1M - $13.3M
|
1.31M
$47.7M
|