Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
188+ 0.34% |
$11.3K - $12.4K
|
55.8K
$4.61M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
173New |
$10.4K - $11.5K
|
173
$14.3K
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150New |
$9.01K - $9.93K
|
150
$12.4K
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
146+ 0.28% |
$8.77K - $9.67K
|
53.2K
$4.39M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
142+ 2.6% |
$8.53K - $9.4K
|
5.61K
$463K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
141+ 3.98% |
$8.47K - $9.33K
|
3.69K
$304K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
131+ 1.86% |
$7.87K - $8.67K
|
7.16K
$591K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.45K - $8.21K
|
124
$10.2K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
123+ 7.4% |
$7.39K - $8.14K
|
1.79K
$147K
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
120+ 2.04% |
$7.21K - $7.94K
|
6K
$495K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
114+ 21.88% |
$6.85K - $7.55K
|
635
$52.4K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
111+ 2.76% |
$6.67K - $7.35K
|
4.14K
$341K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
103+ 26.89% |
$6.19K - $6.82K
|
486
$40.1K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
101+ 198.04% |
$6.07K - $6.69K
|
152
$12.5K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
95+ 0.15% |
$5.71K - $6.29K
|
64.5K
$5.32M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
86+ 0.6% |
$5.17K - $5.69K
|
14.4K
$1.18M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67+ 0.62% |
$4.03K - $4.44K
|
10.9K
$897K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
65+ 1.17% |
$3.91K - $4.3K
|
5.6K
$462K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
52+ 0.22% |
$3.12K - $3.44K
|
24.1K
$1.99M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
46New |
$2.76K - $3.05K
|
46
$3.8K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
41New |
$2.46K - $2.71K
|
41
$3.38K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39New |
$2.34K - $2.58K
|
39
$3.22K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36+ 0.92% |
$2.16K - $2.38K
|
3.94K
$325K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
26+ 0.18% |
$1.56K - $1.72K
|
14.1K
$1.17M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25+ 0.08% |
$1.5K - $1.66K
|
29.7K
$2.45M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22+ 0.38% |
$1.32K - $1.46K
|
5.89K
$486K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.08% |
$1.2K - $1.32K
|
1.88K
$155K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
16+ 0.37% |
$961 - $1.06K
|
4.33K
$357K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13+ 0.38% |
$781 - $861
|
3.39K
$280K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
13New |
$781 - $861
|
13
$1.07K
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 0.26% |
$721 - $794
|
4.71K
$389K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.02% |
$361 - $397
|
28K
$2.31M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5+ 0.05% |
$300 - $331
|
9.35K
$771K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$240 - $265
|
5.35K
$441K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.18% |
$240 - $265
|
2.19K
$181K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.03% |
$120 - $132
|
5.74K
$474K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2+ 0.03% |
$120 - $132
|
7.96K
$657K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.49% |
$120 - $132
|
408
$33.7K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.11% |
$60.1 - $66.2
|
873
$72K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$60.1 - $66.2
|
4.11K
$339K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-9- 3.95% |
$541 - $596
|
219
$18.1K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 5.84% |
$1.02K - $1.13K
|
274
$22.6K
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-23Closed |
$1.38K - $1.52K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-29- 1.03% |
$1.74K - $1.92K
|
2.79K
$230K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-29- 0.8% |
$1.74K - $1.92K
|
3.58K
$295K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-35- 0.04% |
$2.1K - $2.32K
|
89.9K
$7.41M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43- 0.58% |
$2.58K - $2.85K
|
7.36K
$607K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 22.08% |
$3.18K - $3.51K
|
187
$15.4K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.57K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-63- 5.14% |
$3.79K - $4.17K
|
1.16K
$96K
|