Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 8.38% |
$9.16M - $10.9M
|
3.87M
$134M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
184K+ 12.51% |
$5.63M - $6.7M
|
1.66M
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
149KNew |
$4.57M - $5.44M
|
149K
$5.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
128K+ 6.14% |
$3.92M - $4.66M
|
2.21M
$76.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
118K+ 82.24% |
$3.6M - $4.29M
|
261K
$9.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
97.1KNew |
$2.97M - $3.53M
|
97.1K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
80.8KNew |
$2.47M - $2.94M
|
80.8K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
67.6K+ 25.82% |
$2.07M - $2.46M
|
329K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
65.8KNew |
$2.01M - $2.39M
|
65.8K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
59.3K+ 2.6% |
$1.81M - $2.16M
|
2.34M
$80.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.1K+ 123.75% |
$1.62M - $1.93M
|
96.1K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.1K+ 31.56% |
$1.53M - $1.82M
|
209K
$7.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
49.5K+ 9.85% |
$1.51M - $1.8M
|
552K
$19.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
46.7KNew |
$1.43M - $1.7M
|
46.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.1K+ 4.61% |
$1.32M - $1.57M
|
979K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
38.3K+ 108.13% |
$1.17M - $1.39M
|
73.7K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.2KNew |
$1.11M - $1.32M
|
36.2K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29.4K+ 15.24% |
$900K - $1.07M
|
222K
$7.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.9K+ 3.71% |
$731K - $870K
|
668K
$23.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
23.8K+ 3.35% |
$729K - $868K
|
736K
$25.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
23.2K+ 155.14% |
$710K - $844K
|
38.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22.8K+ 14.04% |
$696K - $828K
|
185K
$6.4M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
20.1KNew |
$616K - $733K
|
20.1K
$697K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
19.5KNew |
$597K - $710K
|
19.5K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16.5KNew |
$504K - $599K
|
16.5K
$570K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.3K+ 43.09% |
$498K - $592K
|
54K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.1KNew |
$491K - $585K
|
16.1K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
16KNew |
$489K - $582K
|
16K
$554K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.1KNew |
$401K - $477K
|
13.1K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12.8K+ 16.21% |
$392K - $466K
|
91.9K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11KNew |
$335K - $399K
|
11K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$331K - $393K
|
10.8K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.74K+ 10.17% |
$298K - $354K
|
106K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.6K+ 8.33% |
$294K - $349K
|
125K
$4.32M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.81KNew |
$239K - $284K
|
7.81K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7KNew |
$214K - $255K
|
7K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.64KNew |
$203K - $242K
|
6.64K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.44K+ 1.85% |
$197K - $234K
|
354K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.28K+ 0.67% |
$192K - $228K
|
942K
$32.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.95KNew |
$182K - $217K
|
5.95K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.7KNew |
$174K - $207K
|
5.7K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.55KNew |
$170K - $202K
|
5.55K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.39K+ 32.17% |
$165K - $196K
|
22.2K
$767K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
5.08KNew |
$155K - $185K
|
5.08K
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4.56KNew |
$140K - $166K
|
4.56K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.03K+ 45.21% |
$123K - $147K
|
12.9K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.44K+ 12.33% |
$105K - $125K
|
31.4K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.76K+ 41.29% |
$84.4K - $100K
|
9.44K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.59K+ 13.83% |
$79.2K - $94.3K
|
21.3K
$738K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.17K+ 5.48% |
$66.4K - $79K
|
41.8K
$1.45M
|