Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 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 |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
106New |
$6.7K - $7.26K
|
106
$8.73K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.32K - $6.85K
|
100
$8.24K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
89New |
$5.63K - $6.1K
|
89
$7.33K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
79+ 0.37% |
$5K - $5.41K
|
21.7K
$1.78M
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
60+ 0.67% |
$3.79K - $4.11K
|
8.98K
$740K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
50+ 0.38% |
$3.16K - $3.43K
|
13.2K
$1.08M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 0.52% |
$2.02K - $2.19K
|
6.18K
$509K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 25.0% |
$1.9K - $2.06K
|
150
$12.4K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
25+ 0.46% |
$1.58K - $1.71K
|
5.43K
$447K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
25+ 0.5% |
$1.58K - $1.71K
|
5.06K
$417K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.29% |
$948 - $1.03K
|
5.11K
$421K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 9.92% |
$822 - $891
|
144
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.52% |
$632 - $685
|
1.94K
$160K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.58% |
$569 - $617
|
1.55K
$128K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
8+ 0.25% |
$506 - $548
|
3.22K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$316 - $343
|
2.16K
$178K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.03% |
$253 - $274
|
12.8K
$1.05M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
3+ 0.0% |
$190 - $206
|
89.4K
$7.36M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3+ 0.07% |
$190 - $206
|
4.17K
$344K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.43% |
$126 - $137
|
466
$38.4K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.03% |
$126 - $137
|
6.54K
$539K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$63.2 - $68.5
|
4.35K
$358K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$63.2 - $68.5
|
3.83K
$315K
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$63.2 - $68.5
|
3.66K
$301K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.63% |
$63.2 - $68.5
|
161
$13.3K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3- 0.01% |
$190 - $206
|
50K
$4.12M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.49% |
$632 - $685
|
660
$54.4K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15- 0.12% |
$948 - $1.03K
|
12.5K
$1.03M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-16- 0.32% |
$1.01K - $1.1K
|
4.97K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 0.1% |
$1.33K - $1.44K
|
21.8K
$1.8M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.4% |
$1.52K - $1.64K
|
6.01K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-39- 0.94% |
$2.47K - $2.67K
|
4.09K
$337K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 22.86% |
$2.53K - $2.74K
|
135
$11.1K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-43- 0.42% |
$2.72K - $2.95K
|
10.1K
$832K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-45- 0.45% |
$2.85K - $3.08K
|
9.94K
$819K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-48- 0.56% |
$3.04K - $3.29K
|
8.58K
$707K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-50- 0.28% |
$3.16K - $3.43K
|
17.7K
$1.46M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-58- 1.19% |
$3.67K - $3.97K
|
4.83K
$398K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59- 0.06% |
$3.73K - $4.04K
|
94.5K
$7.79M
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-60- 31.58% |
$3.79K - $4.11K
|
130
$10.7K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-64- 0.01% |
$4.05K - $4.38K
|
457K
$37.7M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 11.09% |
$4.81K - $5.21K
|
609
$50.2K
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-82- 0.91% |
$5.18K - $5.62K
|
8.88K
$732K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-98- 2.74% |
$6.2K - $6.71K
|
3.48K
$286K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 30.21% |
$6.32K - $6.85K
|
231
$19K
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-104- 0.42% |
$6.58K - $7.12K
|
24.9K
$2.06M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 2.62% |
$8.66K - $9.38K
|
5.1K
$420K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-138- 0.91% |
$8.73K - $9.45K
|
14.9K
$1.23M
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-146- 1.57% |
$9.23K - $10K
|
9.17K
$755K
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-148- 1.59% |
$9.36K - $10.1K
|
9.17K
$755K
|