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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.76K+ 12.58% |
$53.9K - $64.2K
|
15.8K
$551K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.24K+ 1.98% |
$37.9K - $45.1K
|
63.9K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07K+ 1.98% |
$32.8K - $39.1K
|
55.3K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 11.77% |
$31.2K - $37.1K
|
9.69K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 1.48% |
$30.8K - $36.7K
|
68.9K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
850+ 6.37% |
$26K - $30.9K
|
14.2K
$496K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
795New |
$24.3K - $28.9K
|
795
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
781+ 10.03% |
$23.9K - $28.4K
|
8.56K
$299K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
723New |
$22.1K - $26.3K
|
723
$25.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
666+ 4.63% |
$20.4K - $24.2K
|
15K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
582+ 30.09% |
$17.8K - $21.2K
|
2.52K
$88K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
499+ 5.29% |
$15.3K - $18.2K
|
9.93K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
498+ 1.57% |
$15.2K - $18.1K
|
32.2K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
495New |
$15.1K - $18K
|
495
$17.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
494+ 0.95% |
$15.1K - $18K
|
52.5K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
407New |
$12.4K - $14.8K
|
407
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
358+ 0.56% |
$10.9K - $13K
|
64.5K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
208+ 2.86% |
$6.36K - $7.57K
|
7.48K
$262K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
165New |
$5.05K - $6K
|
165
$5.77K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
129+ 0.65% |
$3.94K - $4.69K
|
19.9K
$697K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
121New |
$3.7K - $4.4K
|
121
$4.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
108New |
$3.3K - $3.93K
|
108
$3.78K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
106New |
$3.24K - $3.86K
|
106
$3.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
89+ 0.45% |
$2.72K - $3.24K
|
19.7K
$689K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
28+ 1.0% |
$856 - $1.02K
|
2.83K
$98.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
4New |
$122 - $146
|
4
$140
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3+ 0.02% |
$91.7 - $109
|
15.2K
$530K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 1.62% |
$1.8K - $2.15K
|
3.58K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-171- 7.41% |
$5.23K - $6.22K
|
2.14K
$74.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-488- 2.92% |
$14.9K - $17.8K
|
16.2K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-564- 4.02% |
$17.2K - $20.5K
|
13.5K
$471K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-731- 3.63% |
$22.4K - $26.6K
|
19.4K
$678K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 6.83% |
$30.6K - $36.4K
|
13.7K
$477K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.17K- 2.29% |
$35.8K - $42.6K
|
49.9K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.37K- 7.87% |
$42K - $50K
|
16.1K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 24.88% |
$56.7K - $67.5K
|
5.6K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.04K- 2.04% |
$123K - $147K
|
194K
$6.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.96K- 2.29% |
$213K - $253K
|
297K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.97K- 14.63% |
$213K - $254K
|
40.7K
$1.42M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.2K- 6.4% |
$251K - $298K
|
120K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 4.76% |
$308K - $366K
|
201K
$7.04M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.9K- 24.03% |
$365K - $435K
|
37.8K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.3K- 28.22% |
$530K - $630K
|
44.1K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.1K- 9.59% |
$584K - $695K
|
180K
$6.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-21K- 13.37% |
$643K - $766K
|
136K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.8K- 79.9% |
$1M - $1.19M
|
8.24K
$288K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44.4K- 18.6% |
$1.36M - $1.61M
|
194K
$6.79M
|