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 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-386- 4.43% |
$23.9K - $25.7K
|
8.33K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-386- 1.96% |
$23.9K - $25.7K
|
19.3K
$1.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-394- 7.73% |
$24.4K - $26.3K
|
4.7K
$390K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-399- 2.72% |
$24.7K - $26.6K
|
14.3K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-399- 0.61% |
$24.7K - $26.6K
|
64.7K
$5.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-425- 8.54% |
$26.3K - $28.3K
|
4.55K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-434- 6.54% |
$26.8K - $28.9K
|
6.21K
$514K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-450- 13.32% |
$27.8K - $30K
|
2.93K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-459- 6.02% |
$28.4K - $30.6K
|
7.16K
$593K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-496- 23.16% |
$30.7K - $33.1K
|
1.65K
$136K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-498- 4.68% |
$30.8K - $33.2K
|
10.1K
$840K
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-500- 13.16% |
$30.9K - $33.3K
|
3.3K
$274K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-528- 13.41% |
$32.7K - $35.2K
|
3.41K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-541- 6.78% |
$33.5K - $36.1K
|
7.44K
$617K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-567Closed |
$35.1K - $37.8K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-606- 3.52% |
$37.5K - $40.4K
|
16.6K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-670- 2.6% |
$41.4K - $44.7K
|
25.1K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-677- 1.26% |
$41.9K - $45.1K
|
53K
$4.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 5.82% |
$42.3K - $45.6K
|
11.1K
$918K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-711- 0.41% |
$44K - $47.4K
|
174K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-712- 5.23% |
$44K - $47.5K
|
12.9K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-716- 2.09% |
$44.3K - $47.7K
|
33.6K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-743- 10.68% |
$46K - $49.5K
|
6.21K
$515K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-755- 10.85% |
$46.7K - $50.3K
|
6.2K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-764- 4.39% |
$47.3K - $50.9K
|
16.7K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-839- 16.89% |
$51.9K - $55.9K
|
4.13K
$342K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-890- 9.98% |
$55.1K - $59.3K
|
8.03K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-961- 5.65% |
$59.4K - $64.1K
|
16.1K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 0.6% |
$69.7K - $75.1K
|
187K
$15.5M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.18K- 7.08% |
$72.7K - $78.4K
|
15.4K
$1.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.25K- 4.95% |
$77.1K - $83.1K
|
23.9K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.34K- 88.45% |
$82.9K - $89.3K
|
175
$14.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.36K- 17.72% |
$83.9K - $90.5K
|
6.3K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 17.04% |
$108K - $116K
|
8.5K
$705K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.87K- 19.61% |
$115K - $124K
|
7.65K
$634K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.9K- 3.01% |
$118K - $127K
|
61.2K
$5.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 22.61% |
$122K - $132K
|
6.78K
$562K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.04K- 5.37% |
$126K - $136K
|
36K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.23K- 62.57% |
$138K - $149K
|
1.33K
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.44K- 4.23% |
$151K - $163K
|
55.3K
$4.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.55K- 22.83% |
$158K - $170K
|
8.63K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.76K- 24.3% |
$171K - $184K
|
8.6K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2.79K- 0.61% |
$172K - $186K
|
457K
$37.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.81K- 0.57% |
$174K - $187K
|
488K
$40.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.94K- 13.75% |
$182K - $196K
|
18.4K
$1.53M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.38K- 7.91% |
$209K - $225K
|
39.3K
$3.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 9.66% |
$216K - $233K
|
32.7K
$2.71M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.69K- 2.45% |
$228K - $246K
|
147K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.77K- 25.95% |
$233K - $251K
|
10.7K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.81K- 18.75% |
$236K - $254K
|
16.5K
$1.37M
|