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 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.7K+ 28.86% |
$2.13M - $2.34M
|
137K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
30.6K+ 4.78% |
$2.13M - $2.34M
|
671K
$55.3M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.2K+ 5.48% |
$1.82M - $2M
|
505K
$41.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.4KNew |
$1.7M - $1.86M
|
24.4K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
23.9K+ 41.87% |
$1.66M - $1.82M
|
80.9K
$6.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 3.96% |
$1.59M - $1.75M
|
602K
$49.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
22.5K+ 8.89% |
$1.57M - $1.72M
|
276K
$22.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.4K+ 56.35% |
$1.55M - $1.71M
|
62K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.8K+ 11.06% |
$1.52M - $1.67M
|
219K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 6.88% |
$1.51M - $1.66M
|
338K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7K+ 28.12% |
$1.51M - $1.66M
|
98.9K
$8.15M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
21.4K+ 479.03% |
$1.49M - $1.63M
|
25.9K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.4K+ 580.51% |
$1.42M - $1.56M
|
23.9K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.2K+ 4.23% |
$1.4M - $1.54M
|
497K
$41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.6K+ 2.79% |
$1.36M - $1.5M
|
721K
$59.4M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.1K+ 4.02% |
$1.33M - $1.45M
|
494K
$40.7M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.2KNew |
$1.27M - $1.39M
|
18.2K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.6K+ 6.44% |
$1.22M - $1.34M
|
291K
$23.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.17M - $1.28M
|
16.8K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.13M - $1.24M
|
16.3K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8KNew |
$1.1M - $1.2M
|
15.8K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
15.4K+ 84.08% |
$1.07M - $1.18M
|
33.8K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
15K+ 1.98% |
$1.04M - $1.14M
|
772K
$63.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14.8K+ 3.31% |
$1.03M - $1.13M
|
462K
$38.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
14.5K+ 34.24% |
$1.01M - $1.11M
|
57K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14K+ 54.72% |
$976K - $1.07M
|
39.7K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14K+ 14.07% |
$972K - $1.07M
|
113K
$9.33M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.1K+ 11.72% |
$914K - $1M
|
125K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.1K+ 21.88% |
$914K - $1M
|
73.2K
$6.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
12.7K+ 16.02% |
$880K - $966K
|
91.6K
$7.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.6KNew |
$877K - $961K
|
12.6K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.5KNew |
$871K - $956K
|
12.5K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12.2K+ 2.08% |
$846K - $928K
|
598K
$49.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12K+ 78.4% |
$837K - $918K
|
27.4K
$2.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
11.6K+ 12.42% |
$805K - $883K
|
105K
$8.63M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 2.67% |
$794K - $871K
|
439K
$36.2M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11.2KNew |
$777K - $852K
|
11.2K
$920K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$776K - $852K
|
11.2K
$920K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
10.9KNew |
$760K - $834K
|
10.9K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.5KNew |
$730K - $801K
|
10.5K
$865K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10K+ 196.96% |
$699K - $767K
|
15.1K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.62KNew |
$669K - $734K
|
9.62K
$793K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.58K+ 5.32% |
$666K - $731K
|
190K
$15.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.4K+ 146.14% |
$654K - $717K
|
15.8K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
9.38K+ 5.54% |
$653K - $716K
|
179K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.37K+ 2.87% |
$652K - $715K
|
336K
$27.7M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.93KNew |
$621K - $681K
|
8.93K
$736K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.9K+ 1.98% |
$619K - $679K
|
458K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.77KNew |
$610K - $669K
|
8.77K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.31K+ 10.99% |
$578K - $634K
|
84K
$6.92M
|