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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2K- 11.01% |
$162K - $171K
|
16.2K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.13K- 4.69% |
$173K - $183K
|
43.4K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.18K- 9.58% |
$177K - $187K
|
20.6K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.23K- 39.11% |
$180K - $191K
|
3.47K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 32.91% |
$193K - $205K
|
4.87K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.43K- 11.55% |
$196K - $208K
|
18.6K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.86K- 1.93% |
$231K - $245K
|
146K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 52.58% |
$235K - $249K
|
2.62K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 6.38% |
$259K - $274K
|
47K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.25K- 12.14% |
$263K - $279K
|
23.6K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.37K- 10.95% |
$273K - $289K
|
27.4K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 7.53% |
$275K - $291K
|
41.8K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 20.1% |
$277K - $294K
|
13.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.87K- 5.81% |
$313K - $331K
|
62.7K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.13K- 12.76% |
$334K - $354K
|
28.3K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.28K- 4.37% |
$346K - $366K
|
93.6K
$7.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 9.9% |
$374K - $396K
|
42.1K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.72K- 4.16% |
$382K - $404K
|
109K
$9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.85K- 5.57% |
$392K - $415K
|
82.2K
$6.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5.5K- 20.16% |
$445K - $471K
|
21.8K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6K- 5.77% |
$485K - $514K
|
97.9K
$8.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-6.19K- 10.24% |
$501K - $530K
|
54.2K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-6.62K- 4.2% |
$536K - $567K
|
151K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.69K- 5.39% |
$541K - $573K
|
117K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.95K- 2.71% |
$563K - $595K
|
249K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 5.24% |
$593K - $627K
|
133K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.45K- 1.23% |
$683K - $723K
|
679K
$56.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.27K- 2.48% |
$751K - $794K
|
365K
$30.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.46K- 2.37% |
$765K - $810K
|
390K
$32.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11.2K- 60.5% |
$910K - $963K
|
7.34K
$608K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.6K- 53.9% |
$1.02M - $1.08M
|
10.8K
$895K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 4.98% |
$1.03M - $1.09M
|
243K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13K- 15.91% |
$1.05M - $1.11M
|
68.6K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 4.59% |
$1.56M - $1.65M
|
400K
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-24.4K- 4.65% |
$1.98M - $2.09M
|
501K
$41.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$2.08M - $2.2M
|
27
$2.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 3.31% |
$2.35M - $2.49M
|
849K
$70.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 74.36% |
$2.54M - $2.69M
|
10.8K
$899K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 80.36% |
$3.02M - $3.19M
|
9.11K
$755K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38.8K- 52.63% |
$3.14M - $3.32M
|
34.9K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-55.7K- 33.64% |
$4.5M - $4.77M
|
110K
$9.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-56.8K- 57.8% |
$4.6M - $4.87M
|
41.5K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64.1K- 6.77% |
$5.18M - $5.49M
|
882K
$73.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-119K- 71.99% |
$9.65M - $10.2M
|
46.4K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162K- 82.5% |
$13.1M - $13.8M
|
34.3K
$2.84M
|