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
|
New Square Capital LLC
|
BUY
|
- |
267+ 1.95% |
$21.6K - $22.9K
|
13.9K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 5.8% |
$21.2K - $22.4K
|
4.78K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
233+ 29.2% |
$18.9K - $20K
|
1.03K
$87.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$18.5K - $19.6K
|
229
$19.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
225+ 1.72% |
$18.2K - $19.3K
|
13.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 1.14% |
$18K - $19.1K
|
19.8K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
207+ 0.77% |
$16.8K - $17.7K
|
27.2K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
206+ 7.95% |
$16.7K - $17.6K
|
2.8K
$236K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
184+ 0.11% |
$14.9K - $15.8K
|
173K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
180+ 4.53% |
$14.6K - $15.4K
|
4.15K
$351K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
180New |
$14.6K - $15.4K
|
180
$15.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
178+ 0.62% |
$14.4K - $15.2K
|
28.8K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
158+ 1.48% |
$12.8K - $13.5K
|
10.9K
$918K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
158New |
$12.8K - $13.5K
|
158
$13.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
156+ 5.14% |
$12.6K - $13.4K
|
3.19K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
150+ 3.14% |
$12.1K - $12.8K
|
4.93K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
145+ 0.63% |
$11.7K - $12.4K
|
23.1K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
144+ 1.09% |
$11.7K - $12.3K
|
13.3K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
127+ 1.58% |
$10.3K - $10.9K
|
8.19K
$692K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
116New |
$9.39K - $9.94K
|
116
$9.8K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 2.8% |
$8.9K - $9.42K
|
4.04K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109+ 4.89% |
$8.82K - $9.34K
|
2.34K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 420.0% |
$8.5K - $8.99K
|
130
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101+ 0.81% |
$8.17K - $8.65K
|
12.5K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 2.83% |
$8.09K - $8.57K
|
3.64K
$307K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
99New |
$8.01K - $8.48K
|
99
$8.36K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
84+ 0.4% |
$6.8K - $7.2K
|
21.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
83+ 36.56% |
$6.72K - $7.11K
|
310
$26.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
75+ 1.26% |
$6.07K - $6.42K
|
6.01K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 0.37% |
$6.07K - $6.42K
|
20.3K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75+ 2.15% |
$6.07K - $6.42K
|
3.56K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
74+ 0.91% |
$5.99K - $6.34K
|
8.22K
$694K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
74+ 0.53% |
$5.99K - $6.34K
|
14K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
74+ 1.27% |
$5.99K - $6.34K
|
5.91K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
63+ 1.11% |
$5.1K - $5.4K
|
5.72K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
62+ 38.99% |
$5.02K - $5.31K
|
221
$18.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$4.86K - $5.14K
|
60
$5.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
57+ 0.01% |
$4.61K - $4.88K
|
402K
$33.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53+ 0.08% |
$4.29K - $4.54K
|
68.3K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$4.13K - $4.37K
|
51
$4.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 16.78% |
$4.05K - $4.28K
|
348
$29.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
46+ 0.88% |
$3.72K - $3.94K
|
5.28K
$446K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
45+ 1.23% |
$3.64K - $3.85K
|
3.7K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
39+ 1.07% |
$3.16K - $3.34K
|
3.67K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
33+ 0.24% |
$2.67K - $2.83K
|
13.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
25+ 1.45% |
$2.02K - $2.14K
|
1.74K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.26% |
$1.94K - $2.06K
|
9.4K
$794K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
21+ 0.75% |
$1.7K - $1.8K
|
2.83K
$239K
|