Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55K- 92.71% |
$4.18M - $4.58M
|
4.33K
$359K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-55.3K- 36.2% |
$4.2M - $4.6M
|
97.5K
$8.08M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-76.7K- 44.79% |
$5.82M - $6.39M
|
94.6K
$7.84M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-78.6K- 90.07% |
$5.97M - $6.54M
|
8.66K
$718K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-79.1K- 32.78% |
$6.01M - $6.59M
|
162K
$13.5M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-86.1K- 34.48% |
$6.53M - $7.16M
|
164K
$13.6M
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-95.9K- 37.86% |
$7.28M - $7.98M
|
157K
$13.1M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121K- 25.71% |
$9.21M - $10.1M
|
350K
$29M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 86.22% |
$15.9M - $17.4M
|
33.5K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-351K- 74.88% |
$26.6M - $29.2M
|
118K
$9.76M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-465K- 6.55% |
$35.3M - $38.7M
|
6.64M
$550M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-673K- 24.72% |
$51.1M - $56M
|
2.05M
$170M
|