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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-148- 1.59% |
$9.36K - $10.1K
|
9.17K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-198- 43.42% |
$12.5K - $13.6K
|
258
$21.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-199- 3.3% |
$12.6K - $13.6K
|
5.83K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-208- 12.64% |
$13.2K - $14.2K
|
1.44K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-211- 3.04% |
$13.3K - $14.5K
|
6.72K
$562K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-218- 8.5% |
$13.8K - $14.9K
|
2.35K
$196K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-227- 8.59% |
$14.4K - $15.5K
|
2.42K
$202K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 33.33% |
$15.8K - $17.1K
|
500
$41.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-268- 2.34% |
$16.9K - $18.4K
|
11.2K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-276- 1.43% |
$17.5K - $18.9K
|
19K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 7.41% |
$18.8K - $20.4K
|
3.73K
$312K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-303- 2.33% |
$19.2K - $20.8K
|
12.7K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-346- 2.21% |
$21.9K - $23.7K
|
15.3K
$1.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-367- 0.73% |
$23.2K - $25.1K
|
50K
$4.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-368- 4.39% |
$23.3K - $25.2K
|
8.02K
$670K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-370- 6.17% |
$23.4K - $25.3K
|
5.62K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-378- 5.87% |
$23.9K - $25.9K
|
6.06K
$507K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-384- 3.77% |
$24.3K - $26.3K
|
9.81K
$820K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-413- 5.49% |
$26.1K - $28.3K
|
7.11K
$594K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-426- 4.77% |
$26.9K - $29.2K
|
8.51K
$712K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-434- 0.24% |
$27.4K - $29.7K
|
182K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-464- 0.65% |
$29.3K - $31.8K
|
70.9K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-469- 0.21% |
$29.7K - $32.1K
|
223K
$18.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-473- 1.98% |
$29.9K - $32.4K
|
23.5K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-486- 6.36% |
$30.7K - $33.3K
|
7.16K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-496- 13.11% |
$31.4K - $34K
|
3.29K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-501- 7.54% |
$31.7K - $34.3K
|
6.15K
$514K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-505- 73.94% |
$31.9K - $34.6K
|
178
$14.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-510- 10.56% |
$32.2K - $34.9K
|
4.32K
$361K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-518- 1.84% |
$32.8K - $35.5K
|
27.6K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-539- 1.02% |
$34.1K - $36.9K
|
52.5K
$4.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-543- 0.78% |
$34.3K - $37.2K
|
69.1K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-545- 1.8% |
$34.5K - $37.3K
|
29.7K
$2.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-552- 17.09% |
$34.9K - $37.8K
|
2.68K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-600- 5.45% |
$37.9K - $41.1K
|
10.4K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-602- 9.15% |
$38.1K - $41.2K
|
5.98K
$500K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-659- 19.25% |
$41.7K - $45.1K
|
2.76K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-739- 2.29% |
$46.7K - $50.6K
|
31.5K
$2.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-757- 1.92% |
$47.9K - $51.9K
|
38.6K
$3.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-760- 6.73% |
$48.1K - $52.1K
|
10.5K
$881K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-770- 12.74% |
$48.7K - $52.7K
|
5.27K
$441K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-804- 0.75% |
$50.8K - $55.1K
|
106K
$8.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-845- 9.08% |
$53.4K - $57.9K
|
8.46K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-845- 7.86% |
$53.4K - $57.9K
|
9.9K
$828K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-858- 9.75% |
$54.3K - $58.8K
|
7.94K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-873- 16.39% |
$55.2K - $59.8K
|
4.46K
$373K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-880- 6.61% |
$55.6K - $60.3K
|
12.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-901- 67.54% |
$57K - $61.7K
|
433
$36.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-972- 3.96% |
$61.5K - $66.6K
|
23.6K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.06K- 2.86% |
$67.2K - $72.8K
|
36.1K
$3.02M
|