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 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-646- 6.98% |
$38.8K - $42.8K
|
8.6K
$710K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-679- 0.84% |
$40.8K - $44.9K
|
80.4K
$6.64M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-761- 2.25% |
$45.7K - $50.4K
|
33K
$2.73M
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-800Closed |
$48.1K - $53K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-835- 19.97% |
$50.2K - $55.3K
|
3.35K
$276K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-929- 4.38% |
$55.8K - $61.5K
|
20.3K
$1.67M
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-978- 0.53% |
$58.8K - $64.7K
|
184K
$15.2M
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-980- 17.37% |
$58.9K - $64.9K
|
4.66K
$385K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.06K- 5.82% |
$63.4K - $69.8K
|
17.1K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.1K- 0.52% |
$66.1K - $72.8K
|
211K
$17.4M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 71.07% |
$67.3K - $74.1K
|
456
$37.6K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 1.49% |
$70.6K - $77.8K
|
77.4K
$6.39M
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.23K- 4.12% |
$73.7K - $81.2K
|
28.5K
$2.35M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.24K- 2.97% |
$74.2K - $81.8K
|
40.4K
$3.33M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.25K- 9.42% |
$75.4K - $83K
|
12.1K
$994K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.35K- 7.53% |
$80.9K - $89.1K
|
16.5K
$1.36M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.45K- 16.92% |
$87K - $95.8K
|
7.11K
$586K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.48K- 2.35% |
$89.2K - $98.2K
|
61.7K
$5.09M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.49K- 19.41% |
$89.5K - $98.6K
|
6.18K
$510K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.83K- 3.58% |
$110K - $121K
|
49.3K
$4.07M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.84K- 7.13% |
$110K - $122K
|
23.9K
$1.97M
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.1KClosed |
$126K - $139K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.14K- 3.12% |
$128K - $141K
|
66.2K
$5.47M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.3K- 28.72% |
$138K - $153K
|
5.72K
$472K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.35K- 9.75% |
$141K - $156K
|
21.8K
$1.8M
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-2.55K- 2.41% |
$153K - $169K
|
103K
$8.52M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.58KClosed |
$155K - $171K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.74K- 10.36% |
$165K - $182K
|
23.7K
$1.96M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.74K- 10.36% |
$165K - $182K
|
23.7K
$1.96M
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$185K - $204K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.12K- 38.49% |
$188K - $207K
|
4.99K
$412K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.18KClosed |
$191K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.2KClosed |
$192K - $212K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-3.42K- 2.71% |
$205K - $226K
|
123K
$10.1M
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-3.5K- 5.5% |
$210K - $231K
|
60K
$4.95M
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.66KClosed |
$220K - $242K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-3.93KClosed |
$236K - $260K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.48K- 5.89% |
$269K - $296K
|
71.5K
$5.9M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.63KClosed |
$278K - $306K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.75K- 1.61% |
$285K - $314K
|
290K
$24M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.36K- 30.88% |
$322K - $355K
|
12K
$990K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.38KClosed |
$323K - $356K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.61K- 98.09% |
$337K - $371K
|
109
$8.99K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.04K- 5.21% |
$363K - $400K
|
110K
$9.08M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.25KClosed |
$375K - $413K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-6.92KClosed |
$416K - $458K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-7.11K- 14.43% |
$427K - $471K
|
42.2K
$3.48M
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.27KClosed |
$437K - $481K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.33K- 3.42% |
$440K - $485K
|
207K
$17.1M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.4K- 58.73% |
$445K - $490K
|
5.2K
$429K
|