Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
372+ 6.64% |
$20.6K - $24K
|
5.98K
$495K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
266+ 2.0% |
$14.7K - $17.2K
|
13.6K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
264+ 6.59% |
$14.6K - $17K
|
4.27K
$354K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
259+ 2.48% |
$14.4K - $16.7K
|
10.7K
$888K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
232+ 0.39% |
$12.9K - $15K
|
60.3K
$5M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$12.8K - $14.9K
|
231
$19.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
225New |
$12.5K - $14.5K
|
225
$18.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
217+ 2.23% |
$12K - $14K
|
9.96K
$826K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
215+ 6.26% |
$11.9K - $13.9K
|
3.65K
$302K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
208+ 1.73% |
$11.5K - $13.4K
|
12.2K
$1.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
203+ 1.41% |
$11.3K - $13.1K
|
14.6K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
183+ 6.31% |
$10.1K - $11.8K
|
3.08K
$256K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
166+ 1.55% |
$9.2K - $10.7K
|
10.9K
$903K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
163New |
$9.03K - $10.5K
|
163
$13.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
158+ 4.72% |
$8.76K - $10.2K
|
3.5K
$290K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
138+ 5.49% |
$7.65K - $8.91K
|
2.65K
$220K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
118New |
$6.54K - $7.62K
|
118
$9.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$5.49K - $6.39K
|
99
$8.21K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 0.79% |
$4.77K - $5.55K
|
11K
$909K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
86+ 0.61% |
$4.77K - $5.55K
|
14.1K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70+ 0.41% |
$3.88K - $4.52K
|
17.1K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62+ 1.58% |
$3.44K - $4K
|
4K
$331K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
62+ 1.64% |
$3.44K - $4K
|
3.84K
$319K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60+ 0.21% |
$3.33K - $3.87K
|
28.1K
$2.33M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
58+ 0.03% |
$3.21K - $3.74K
|
184K
$15.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
53New |
$2.94K - $3.42K
|
53
$4.39K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 0.39% |
$2.77K - $3.23K
|
13K
$1.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$2.55K - $2.97K
|
46
$3.81K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
42+ 0.59% |
$2.33K - $2.71K
|
7.21K
$597K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.27% |
$1.72K - $2K
|
11.3K
$938K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
30+ 0.57% |
$1.66K - $1.94K
|
5.29K
$439K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
28New |
$1.55K - $1.81K
|
28
$2.32K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
27+ 0.47% |
$1.5K - $1.74K
|
5.77K
$478K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
26+ 0.63% |
$1.44K - $1.68K
|
4.14K
$343K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21+ 0.09% |
$1.16K - $1.36K
|
24.1K
$2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
11+ 3.01% |
$610 - $710
|
376
$31.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.59% |
$610 - $710
|
1.89K
$157K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
10+ 0.02% |
$554 - $646
|
44K
$3.65M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.03% |
$388 - $452
|
20.1K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.02% |
$222 - $258
|
21.1K
$1.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.34% |
$166 - $194
|
876
$72.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$166 - $194
|
4.14K
$343K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
3+ 0.07% |
$166 - $194
|
4.33K
$359K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
2+ 0.18% |
$111 - $129
|
1.09K
$90.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.53% |
$111 - $129
|
378
$31.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.49% |
$111 - $129
|
410
$34K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.58% |
$55.4 - $64.6
|
174
$14.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1- 0.18% |
$55.4 - $64.6
|
540
$44.8K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.26% |
$55.4 - $64.6
|
382
$31.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-2- 0.05% |
$111 - $129
|
3.97K
$329K
|