Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL QUALITY DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.77M+ 2598.98% |
$54.6M - $60M
|
1.84M
$64.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
667KNew |
$20.6M - $22.6M
|
667K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
638K+ 16.33% |
$19.7M - $21.6M
|
4.55M
$159M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
557K+ 42.43% |
$17.2M - $18.9M
|
1.87M
$65.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
233KNew |
$7.18M - $7.89M
|
233K
$8.13M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 42.67% |
$4.17M - $4.59M
|
453K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
97.5K+ 1124.14% |
$3M - $3.3M
|
106K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79.7K+ 153.44% |
$2.46M - $2.7M
|
132K
$4.59M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
69K+ 18.24% |
$2.13M - $2.34M
|
447K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.6K+ 3.12% |
$1.78M - $1.95M
|
1.9M
$66.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
57K+ 24.31% |
$1.76M - $1.93M
|
291K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.3K+ 630.01% |
$1.52M - $1.67M
|
57.2K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
29.2K+ 276.29% |
$899K - $988K
|
39.7K
$1.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.1K+ 14.32% |
$835K - $917K
|
216K
$7.54M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27K+ 4.93% |
$833K - $915K
|
576K
$20.1M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
27K+ 186.8% |
$833K - $915K
|
41.5K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.8K+ 51.61% |
$732K - $805K
|
69.8K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.8KNew |
$612K - $672K
|
19.8K
$693K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.1KNew |
$558K - $613K
|
18.1K
$632K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17.2K+ 45.15% |
$529K - $581K
|
55.2K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.7KNew |
$514K - $564K
|
16.7K
$582K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
15.1KNew |
$464K - $510K
|
15.1K
$525K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
13.2KNew |
$406K - $446K
|
13.2K
$460K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 10.29% |
$404K - $444K
|
141K
$4.91M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.91K+ 34.64% |
$306K - $336K
|
38.5K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.61K+ 41.94% |
$296K - $325K
|
32.5K
$1.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32K+ 11.96% |
$257K - $282K
|
77.9K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.1KNew |
$219K - $240K
|
7.1K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.06KNew |
$218K - $239K
|
7.06K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$209K - $229K
|
6.77K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.99KNew |
$185K - $203K
|
5.99K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.66K+ 49.51% |
$174K - $192K
|
17.1K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.52K+ 17.81% |
$170K - $187K
|
36.5K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.76K+ 30.72% |
$147K - $161K
|
20.3K
$708K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.46K+ 58.02% |
$137K - $151K
|
12.1K
$424K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.33KNew |
$71.7K - $78.8K
|
2.33K
$81.2K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.26K+ 631.65% |
$69.5K - $76.4K
|
2.61K
$91.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.91K+ 3181.67% |
$58.9K - $64.7K
|
1.97K
$68.7K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89KNew |
$58.2K - $63.9K
|
1.89K
$65.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.61K+ 16.61% |
$49.7K - $54.6K
|
11.3K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.09K+ 12.66% |
$33.6K - $37K
|
9.71K
$339K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
517+ 0.06% |
$15.9K - $17.5K
|
913K
$31.9M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
503New |
$15.5K - $17K
|
503
$17.6K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
437+ 2.97% |
$13.5K - $14.8K
|
15.2K
$529K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
272+ 1.92% |
$8.39K - $9.21K
|
14.4K
$504K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
261+ 0.72% |
$8.05K - $8.84K
|
36.3K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
220+ 1.33% |
$6.78K - $7.45K
|
16.8K
$586K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
125New |
$3.85K - $4.23K
|
125
$4.36K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 0.42% |
$3.42K - $3.76K
|
26.4K
$921K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
70+ 8.54% |
$2.16K - $2.37K
|
890
$31.1K
|