Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31New |
$1.92K - $2.07K
|
31
$2.58K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
29+ 0.76% |
$1.79K - $1.93K
|
3.83K
$319K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28+ 1.28% |
$1.73K - $1.87K
|
2.21K
$184K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
27+ 6.18% |
$1.67K - $1.8K
|
464
$38.6K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
23+ 0.43% |
$1.42K - $1.53K
|
5.4K
$450K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 4.08% |
$1.24K - $1.33K
|
510
$42.5K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19+ 0.09% |
$1.18K - $1.27K
|
21.9K
$1.82M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.42% |
$495 - $533
|
1.93K
$161K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.08% |
$433 - $467
|
8.38K
$698K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$309 - $333
|
2.16K
$180K
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.02% |
$124 - $133
|
10.1K
$844K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$124 - $133
|
2
$167
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$61.9 - $66.7
|
52
$4.33K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$61.9 - $66.7
|
4.02K
$335K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$61.9 - $66.7
|
4.35K
$362K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$61.9 - $66.7
|
6.28K
$523K
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-7- 0.07% |
$433 - $467
|
9.99K
$832K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 6.43% |
$557 - $600
|
131
$10.9K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 2.19% |
$928 - $1K
|
670
$55.8K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 2.19% |
$928 - $1K
|
670
$55.8K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.44% |
$1.24K - $1.33K
|
4.57K
$380K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-33- 1.01% |
$2.04K - $2.2K
|
3.23K
$269K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.62% |
$2.66K - $2.87K
|
6.93K
$577K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-43- 2.68% |
$2.66K - $2.87K
|
1.56K
$130K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-46- 1.09% |
$2.85K - $3.07K
|
4.17K
$347K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-71- 0.79% |
$4.39K - $4.73K
|
8.93K
$743K
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-77- 0.5% |
$4.76K - $5.13K
|
15.2K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-79- 2.26% |
$4.89K - $5.27K
|
3.42K
$285K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-81- 2.34% |
$5.01K - $5.4K
|
3.38K
$281K
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-84- 0.47% |
$5.2K - $5.6K
|
17.8K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-91- 1.91% |
$5.63K - $6.07K
|
4.68K
$389K
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-114- 2.35% |
$7.05K - $7.6K
|
4.74K
$394K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-116- 0.18% |
$7.18K - $7.73K
|
65.2K
$5.43M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-132- 0.5% |
$8.17K - $8.8K
|
26.4K
$2.19M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-132- 1.14% |
$8.17K - $8.8K
|
11.5K
$954K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-140- 1.57% |
$8.66K - $9.33K
|
8.8K
$733K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-143- 2.79% |
$8.85K - $9.53K
|
4.99K
$415K
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-157- 1.19% |
$9.71K - $10.5K
|
13K
$1.08M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-195- 5.99% |
$12.1K - $13K
|
3.06K
$255K
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-195- 3.13% |
$12.1K - $13K
|
6.04K
$503K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-196- 3.55% |
$12.1K - $13.1K
|
5.33K
$444K
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-199- 3.19% |
$12.3K - $13.3K
|
6.03K
$502K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-205- 1.58% |
$12.7K - $13.7K
|
12.8K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-256- 2.79% |
$15.8K - $17.1K
|
8.92K
$743K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-306- 1.08% |
$18.9K - $20.4K
|
28.1K
$2.34M
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-309- 3.21% |
$19.1K - $20.6K
|
9.31K
$775K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-320- 22.86% |
$19.8K - $21.3K
|
1.08K
$89.9K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-376- 0.74% |
$23.3K - $25.1K
|
50.4K
$4.2M
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-377- 4.04% |
$23.3K - $25.1K
|
8.97K
$747K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-386- 1.96% |
$23.9K - $25.7K
|
19.3K
$1.61M
|