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 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22.5K+ 5.61% |
$1.71M - $1.87M
|
424K
$35.1M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
21.9K+ 77.68% |
$1.66M - $1.83M
|
50.2K
$4.16M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21.8KNew |
$1.65M - $1.81M
|
21.8K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 5.63% |
$1.54M - $1.69M
|
381K
$31.6M
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
20K+ 14.05% |
$1.52M - $1.66M
|
162K
$13.4M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19K+ 3.89% |
$1.44M - $1.58M
|
508K
$42.1M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.7K+ 22.69% |
$1.42M - $1.55M
|
101K
$8.36M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
18.6KNew |
$1.41M - $1.55M
|
18.6K
$1.54M
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.5K+ 3.82% |
$1.4M - $1.54M
|
502K
$41.6M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18.1K+ 2.05% |
$1.37M - $1.5M
|
899K
$74.5M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16.9KNew |
$1.28M - $1.41M
|
16.9K
$1.4M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.2K+ 25.76% |
$1.23M - $1.34M
|
78.9K
$6.54M
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
15KNew |
$1.14M - $1.25M
|
15K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
13.2KNew |
$998K - $1.09M
|
13.2K
$1.09M
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
13K+ 39.38% |
$987K - $1.08M
|
46K
$3.82M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.9K+ 12.26% |
$978K - $1.07M
|
118K
$9.78M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.9K+ 14.51% |
$977K - $1.07M
|
102K
$8.42M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 0.54% |
$974K - $1.07M
|
2.39M
$198M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.7K+ 3.43% |
$967K - $1.06M
|
384K
$31.8M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4KNew |
$943K - $1.03M
|
12.4K
$1.03M
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3K+ 30.62% |
$932K - $1.02M
|
52.4K
$4.35M
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
12.1K+ 17.03% |
$916K - $1M
|
82.9K
$6.87M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.57M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2K+ 11.02% |
$851K - $934K
|
113K
$9.37M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$1.96M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 1.3% |
$763K - $837K
|
785K
$65.1M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.95K+ 15.24% |
$755K - $828K
|
75.3K
$6.24M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$814K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.83K+ 6550.0% |
$746K - $818K
|
9.98K
$827K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.79K+ 26.57% |
$743K - $815K
|
46.6K
$3.87M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.76K+ 51.78% |
$741K - $812K
|
28.6K
$2.37M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.5KNew |
$721K - $791K
|
9.5K
$788K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.37K+ 6.09% |
$711K - $780K
|
163K
$13.5M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.35K+ 8.02% |
$710K - $778K
|
126K
$10.4M
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.31K+ 5.57% |
$706K - $774K
|
176K
$14.6M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
9.23K+ 3.26% |
$700K - $768K
|
292K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.92K+ 250.53% |
$677K - $742K
|
12.5K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.88K+ 23.0% |
$673K - $738K
|
47.5K
$3.93M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
8.7K+ 1.06% |
$660K - $724K
|
830K
$68.8M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.68K+ 6.24% |
$659K - $723K
|
148K
$12.2M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.6K+ 4.33% |
$653K - $716K
|
207K
$17.2M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
8.56K+ 4.14% |
$649K - $712K
|
215K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.39K+ 57.79% |
$637K - $698K
|
22.9K
$1.9M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8.31K+ 1.08% |
$631K - $692K
|
781K
$64.7M
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.1KNew |
$615K - $674K
|
8.1K
$671K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8KNew |
$607K - $666K
|
8K
$663K
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.78K+ 153.15% |
$591K - $648K
|
12.9K
$1.07M
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 165.13% |
$581K - $638K
|
12.3K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.57K+ 5.74% |
$574K - $630K
|
139K
$11.6M
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.55K+ 2.26% |
$573K - $628K
|
341K
$28.3M
|