Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 2.02% |
$966K - $1.13M
|
882K
$72.7M
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
17.1K+ 15.59% |
$950K - $1.11M
|
127K
$10.5M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
15.1K+ 2.77% |
$839K - $978K
|
562K
$46.4M
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14.6K+ 3.27% |
$810K - $944K
|
461K
$38M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
14K+ 170.47% |
$778K - $906K
|
22.3K
$1.84M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.2K+ 20.43% |
$730K - $850K
|
77.6K
$6.4M
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.7K+ 9.21% |
$702K - $818K
|
150K
$12.4M
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
11.5KNew |
$640K - $745K
|
11.5K
$953K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.49% |
$635K - $740K
|
220K
$18.2M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.4K+ 16.91% |
$632K - $736K
|
78.8K
$6.5M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11K+ 159.44% |
$610K - $711K
|
17.9K
$1.48M
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.2K+ 9.35% |
$566K - $659K
|
119K
$9.86M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.84K+ 14.63% |
$490K - $570K
|
69.2K
$5.71M
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.56KNew |
$475K - $553K
|
8.56K
$706K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8.51KNew |
$471K - $549K
|
8.51K
$702K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.48K+ 25.66% |
$470K - $547K
|
41.5K
$3.43M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.33K+ 3.28% |
$461K - $537K
|
262K
$21.6M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.32K+ 63.67% |
$461K - $537K
|
21.4K
$1.77M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.92K+ 237.5% |
$439K - $511K
|
11.2K
$928K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.83K+ 1.05% |
$434K - $505K
|
756K
$62.3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.81K+ 1.26% |
$433K - $504K
|
627K
$51.7M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 93.23% |
$424K - $494K
|
15.9K
$1.31M
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$629K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.9K+ 68.8% |
$382K - $445K
|
16.9K
$1.4M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6.37KNew |
$353K - $411K
|
6.37K
$526K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.93K+ 58.04% |
$329K - $383K
|
16.1K
$1.33M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.78K+ 9.8% |
$320K - $373K
|
64.7K
$5.34M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.75KNew |
$318K - $371K
|
5.75K
$474K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.42KNew |
$301K - $350K
|
5.42K
$447K
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.38KNew |
$298K - $347K
|
5.38K
$444K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.16KNew |
$286K - $333K
|
5.16K
$426K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.1K+ 6.59% |
$283K - $329K
|
82.5K
$6.81M
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.05K+ 6.61% |
$280K - $326K
|
81.4K
$6.72M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.95K+ 215.03% |
$274K - $320K
|
7.25K
$598K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.77K+ 66.68% |
$264K - $308K
|
11.9K
$983K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.72KNew |
$261K - $304K
|
4.72K
$389K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.66K+ 0.74% |
$258K - $301K
|
636K
$52.5M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.61K+ 9.39% |
$256K - $298K
|
53.7K
$4.43M
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.16K+ 70.39% |
$230K - $268K
|
10.1K
$830K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.06K+ 2.8% |
$225K - $262K
|
149K
$12.3M
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.04KNew |
$224K - $261K
|
4.04K
$333K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.97K+ 9.2% |
$220K - $256K
|
47.1K
$3.88M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.83K+ 2.11% |
$212K - $247K
|
185K
$15.3M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.76K+ 12.44% |
$208K - $242K
|
33.9K
$2.8M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.19K+ 3.84% |
$177K - $206K
|
86.1K
$7.1M
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
3.14K+ 1.16% |
$174K - $202K
|
273K
$22.6M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.07K+ 6.55% |
$170K - $198K
|
49.9K
$4.12M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.03KNew |
$168K - $196K
|
3.03K
$250K
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.89K+ 2.97% |
$160K - $187K
|
100K
$8.26M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.74K+ 51.33% |
$152K - $177K
|
8.09K
$668K
|