Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39M+ 318.5% |
$96.7M - $106M
|
1.83M
$147M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.28M+ 25.23% |
$89M - $97.6M
|
6.35M
$513M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24M+ 14.75% |
$86M - $94.3M
|
9.62M
$776M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
865K+ 1539.87% |
$60.2M - $66M
|
921K
$74.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
817K+ 11.96% |
$56.8M - $62.4M
|
7.65M
$617M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
817K+ 11.96% |
$56.8M - $62.4M
|
7.65M
$617M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
583K+ 3.3% |
$40.5M - $44.5M
|
18.2M
$1.47B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
531K+ 4.96% |
$36.9M - $40.5M
|
11.2M
$906M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
381KNew |
$26.5M - $29M
|
381K
$30.7M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293K+ 722.12% |
$20.3M - $22.3M
|
333K
$26.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
270KNew |
$18.8M - $20.6M
|
270K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
260K+ 63.47% |
$18.1M - $19.8M
|
669K
$53.9M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
229KNew |
$15.9M - $17.4M
|
229K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
221K+ 111.24% |
$15.4M - $16.9M
|
420K
$33.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
207K+ 34.93% |
$14.4M - $15.8M
|
800K
$64.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169KNew |
$11.8M - $12.9M
|
169K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
140KNew |
$9.71M - $10.7M
|
140K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
127K+ 19.07% |
$8.85M - $9.71M
|
794K
$64.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
117K+ 42.73% |
$8.13M - $8.92M
|
390K
$31.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
115KNew |
$8.02M - $8.8M
|
115K
$9.31M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 8.65% |
$7.47M - $8.19M
|
1.35M
$109M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
103KNew |
$7.17M - $7.86M
|
103K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 14.78% |
$7M - $7.67M
|
781K
$63M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
88.4KNew |
$6.15M - $6.74M
|
88.4K
$7.13M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
86.5K+ 43.45% |
$6.02M - $6.6M
|
286K
$23.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86.4K+ 6.54% |
$6.01M - $6.59M
|
1.41M
$114M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
85.2K+ 11.83% |
$5.92M - $6.5M
|
805K
$64.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
70.9KNew |
$4.93M - $5.41M
|
70.9K
$5.72M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
61.7K+ 91.02% |
$4.29M - $4.71M
|
129K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
56.9K+ 718.05% |
$3.96M - $4.34M
|
64.8K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52.9K+ 707.23% |
$3.68M - $4.03M
|
60.3K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
51.7K+ 11.88% |
$3.59M - $3.94M
|
486K
$39.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
49.7KNew |
$3.46M - $3.79M
|
49.7K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
45.1K+ 1.91% |
$3.13M - $3.44M
|
2.41M
$194M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
44.6KNew |
$3.1M - $3.41M
|
44.6K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.9K+ 3.55% |
$3.05M - $3.35M
|
1.28M
$103M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
39.6K+ 29.73% |
$2.75M - $3.02M
|
173K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.3K+ 12.83% |
$2.59M - $2.85M
|
328K
$26.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37K+ 523.06% |
$2.57M - $2.82M
|
44.1K
$3.56M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
36.7K+ 4.83% |
$2.55M - $2.8M
|
797K
$64.3M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
36.7K+ 13.26% |
$2.55M - $2.8M
|
313K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36.5K+ 6.6% |
$2.54M - $2.78M
|
589K
$47.5M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
35.7KNew |
$2.48M - $2.72M
|
35.7K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34K+ 43.31% |
$2.37M - $2.59M
|
113K
$9.08M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33K+ 1.35% |
$2.3M - $2.52M
|
2.47M
$200M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32.9K+ 132.14% |
$2.29M - $2.51M
|
57.8K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32.8K+ 2.75% |
$2.28M - $2.5M
|
1.23M
$99M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
32.4K+ 4.32% |
$2.25M - $2.47M
|
782K
$63.1M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
32.3K+ 53.87% |
$2.25M - $2.47M
|
92.3K
$7.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
31.8K+ 16.28% |
$2.21M - $2.43M
|
227K
$18.3M
|