Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.61MNew |
$293M - $310M
|
3.61M
$300M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27M+ 86.85% |
$103M - $109M
|
2.73M
$226M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
866KNew |
$70.1M - $74.2M
|
866K
$71.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
793K+ 7.08% |
$64.2M - $67.9M
|
12M
$995M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
404KNew |
$32.7M - $34.6M
|
404K
$33.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
311KNew |
$25.2M - $26.6M
|
311K
$25.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
297KNew |
$24M - $25.4M
|
297K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
217KNew |
$17.5M - $18.6M
|
217K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212K+ 1.12% |
$17.2M - $18.2M
|
19.1M
$1.58B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
196KNew |
$15.8M - $16.8M
|
196K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
190KNew |
$15.4M - $16.3M
|
190K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145K+ 20.87% |
$11.7M - $12.4M
|
838K
$69.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
142K+ 27.47% |
$11.5M - $12.2M
|
661K
$54.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
137KNew |
$11.1M - $11.7M
|
137K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
115KNew |
$9.34M - $9.89M
|
115K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 13.33% |
$9.32M - $9.87M
|
979K
$81.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
94.8KNew |
$7.67M - $8.12M
|
94.8K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
81.3KNew |
$6.58M - $6.96M
|
81.3K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
76.3KNew |
$6.17M - $6.54M
|
76.3K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.8K+ 12.08% |
$6.06M - $6.41M
|
694K
$57.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71.5K+ 48.02% |
$5.79M - $6.12M
|
220K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
59.4KNew |
$4.81M - $5.09M
|
59.4K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
56.2K+ 112.55% |
$4.55M - $4.81M
|
106K
$8.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.2K+ 56.41% |
$4.3M - $4.55M
|
147K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.5K+ 10.29% |
$3.93M - $4.16M
|
520K
$43.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
48.3K+ 40.97% |
$3.91M - $4.13M
|
166K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
47.3K+ 16.14% |
$3.83M - $4.05M
|
340K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.3KNew |
$3.75M - $3.97M
|
46.3K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6K+ 17.96% |
$3.69M - $3.91M
|
299K
$24.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44K+ 68.13% |
$3.56M - $3.77M
|
109K
$9M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
43.5KNew |
$3.52M - $3.73M
|
43.5K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.2K+ 129.05% |
$3.49M - $3.7M
|
76.6K
$6.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 40.86% |
$3.13M - $3.31M
|
133K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.1K+ 239.45% |
$3.08M - $3.26M
|
54K
$4.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.4K+ 9.81% |
$3.03M - $3.2M
|
419K
$34.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 61.31% |
$3.02M - $3.19M
|
98.1K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34KNew |
$2.75M - $2.91M
|
34K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
33.6K+ 55.2% |
$2.72M - $2.88M
|
94.5K
$7.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32.8KNew |
$2.66M - $2.81M
|
32.8K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.5KNew |
$2.55M - $2.7M
|
31.5K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31K+ 61.71% |
$2.51M - $2.65M
|
81.1K
$6.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.9KNew |
$2.34M - $2.48M
|
28.9K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27K+ 250.02% |
$2.18M - $2.31M
|
37.8K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
25.6K+ 5.09% |
$2.07M - $2.19M
|
528K
$43.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24.3KNew |
$1.96M - $2.08M
|
24.3K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
23.7KNew |
$1.92M - $2.03M
|
23.7K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.1K+ 177.73% |
$1.79M - $1.89M
|
34.5K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
21.6KNew |
$1.75M - $1.85M
|
21.6K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
21.4K+ 46.38% |
$1.73M - $1.83M
|
67.4K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 121.99% |
$1.73M - $1.83M
|
38.8K
$3.22M
|