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 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 0.08% |
$1.37K - $1.5K
|
21.7K
$1.8M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-19- 0.39% |
$1.44K - $1.58K
|
4.84K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-20- 0.41% |
$1.52K - $1.66K
|
4.89K
$405K
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-21- 0.02% |
$1.59K - $1.75K
|
90.6K
$7.51M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24- 0.19% |
$1.82K - $2K
|
12.5K
$1.03M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-29- 0.36% |
$2.2K - $2.41K
|
7.97K
$660K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-30- 0.62% |
$2.28K - $2.5K
|
4.8K
$398K
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-33- 5.94% |
$2.5K - $2.75K
|
523
$43.3K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-48- 1.21% |
$3.64K - $3.99K
|
3.94K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-50- 26.88% |
$3.79K - $4.16K
|
136
$11.3K
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-52- 0.05% |
$3.95K - $4.33K
|
95.3K
$7.9M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 0.87% |
$4.33K - $4.74K
|
6.48K
$537K
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-59- 1.06% |
$4.48K - $4.91K
|
5.53K
$458K
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-60- 1.02% |
$4.55K - $4.99K
|
5.83K
$484K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-65- 9.77% |
$4.93K - $5.41K
|
600
$49.7K
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-84- 0.7% |
$6.37K - $6.99K
|
12K
$992K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-92- 0.18% |
$6.98K - $7.66K
|
51.7K
$4.29M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 5.5% |
$7.59K - $8.32K
|
1.72K
$142K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-108- 1.21% |
$8.2K - $8.99K
|
8.82K
$731K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-124- 1.33% |
$9.41K - $10.3K
|
9.2K
$763K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-132- 1.23% |
$10K - $11K
|
10.6K
$877K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 47.28% |
$10.5K - $11.6K
|
155
$12.8K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-144- 0.26% |
$10.9K - $12K
|
54.6K
$4.53M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-149- 1.52% |
$11.3K - $12.4K
|
9.64K
$799K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.87% |
$11.4K - $12.5K
|
2.93K
$243K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-155- 4.79% |
$11.8K - $12.9K
|
3.08K
$255K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-169- 1.22% |
$12.8K - $14.1K
|
13.7K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-170- 1.5% |
$12.9K - $14.1K
|
11.1K
$923K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 1.31% |
$13K - $14.2K
|
12.9K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-176- 5.76% |
$13.4K - $14.6K
|
2.88K
$238K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-180- 0.2% |
$13.7K - $15K
|
89K
$7.37M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-181- 0.26% |
$13.7K - $15.1K
|
70.1K
$5.81M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-193- 27.45% |
$14.6K - $16.1K
|
510
$42.3K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-205- 3.02% |
$15.6K - $17.1K
|
6.59K
$546K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-207- 2.73% |
$15.7K - $17.2K
|
7.36K
$610K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-254- 1.9% |
$19.3K - $21.1K
|
13.1K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-255- 81.21% |
$19.3K - $21.2K
|
59
$4.89K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-269- 5.11% |
$20.4K - $22.4K
|
4.99K
$414K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-273- 3.91% |
$20.7K - $22.7K
|
6.71K
$556K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-309- 1.58% |
$23.4K - $25.7K
|
19.3K
$1.6M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-314- 6.15% |
$23.8K - $26.1K
|
4.79K
$397K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-328- 69.64% |
$24.9K - $27.3K
|
143
$11.9K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-341- 1.84% |
$25.9K - $28.4K
|
18.2K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-346- 2.03% |
$26.3K - $28.8K
|
16.7K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-373- 1.54% |
$28.3K - $31K
|
23.9K
$1.98M
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-392- 13.86% |
$29.7K - $32.6K
|
2.44K
$202K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-408- 8.43% |
$31K - $33.9K
|
4.43K
$367K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-409- 96.01% |
$31K - $34K
|
17
$1.41K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-414- 4.75% |
$31.4K - $34.4K
|
8.3K
$688K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-437- 0.78% |
$33.2K - $36.4K
|
55.4K
$4.59M
|