Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 2023. 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 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.44MNew |
$88.8M - $95.7M
|
1.44M
$118M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32M+ 27.93% |
$81.7M - $88.1M
|
6.05M
$499M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09M+ 19.31% |
$67.5M - $72.7M
|
6.74M
$557M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
785K+ 12.09% |
$48.6M - $52.4M
|
7.28M
$601M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
647K+ 1339.83% |
$40M - $43.1M
|
695K
$57.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
515KNew |
$31.9M - $34.3M
|
515K
$42.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
316K+ 3.65% |
$19.6M - $21.1M
|
8.98M
$741M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
282K+ 68.87% |
$17.4M - $18.8M
|
691K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
256K+ 5.78% |
$15.8M - $17M
|
4.68M
$386M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
243K+ 1055.7% |
$15M - $16.2M
|
266K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
223K+ 23.69% |
$13.8M - $14.8M
|
1.16M
$95.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
210K+ 46.36% |
$13M - $14M
|
664K
$54.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195K+ 18.36% |
$12.1M - $13M
|
1.26M
$104M
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
194K+ 300.07% |
$12M - $12.9M
|
259K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
184KNew |
$11.4M - $12.3M
|
184K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
176K+ 63.05% |
$10.9M - $11.7M
|
455K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157K+ 47.27% |
$9.7M - $10.4M
|
488K
$40.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
122K+ 7.14% |
$7.52M - $8.11M
|
1.82M
$151M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
119KNew |
$7.35M - $7.92M
|
119K
$9.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
118K+ 21.72% |
$7.3M - $7.87M
|
661K
$54.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
110KNew |
$6.83M - $7.36M
|
110K
$9.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 27.04% |
$6.73M - $7.25M
|
511K
$42.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
102K+ 45.95% |
$6.29M - $6.78M
|
323K
$26.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93K+ 15.87% |
$5.75M - $6.2M
|
679K
$56M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
77.3KNew |
$4.78M - $5.15M
|
77.3K
$6.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
66.5KNew |
$4.12M - $4.43M
|
66.5K
$5.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
65.3K+ 627.95% |
$4.04M - $4.36M
|
75.8K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.6K+ 7.39% |
$4M - $4.31M
|
939K
$77.5M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
63.6K+ 18.02% |
$3.94M - $4.24M
|
417K
$34.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.6K+ 4.72% |
$3.32M - $3.57M
|
1.19M
$98.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
51.6KNew |
$3.19M - $3.44M
|
51.6K
$4.26M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
42.4K+ 6.37% |
$2.62M - $2.82M
|
707K
$58.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
40.7KNew |
$2.51M - $2.71M
|
40.7K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.9K+ 249.36% |
$2.41M - $2.59M
|
54.5K
$4.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38.2K+ 4188.17% |
$2.37M - $2.55M
|
39.2K
$3.23M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
37.4K+ 218.11% |
$2.32M - $2.5M
|
54.6K
$4.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.3K+ 8.5% |
$2.31M - $2.49M
|
476K
$39.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.9K+ 7.5% |
$2.28M - $2.46M
|
529K
$43.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.8K+ 70.03% |
$2.28M - $2.45M
|
89.4K
$7.38M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
36K+ 18.68% |
$2.23M - $2.4M
|
229K
$18.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
35.9K+ 871.65% |
$2.22M - $2.39M
|
40K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35K+ 1.57% |
$2.17M - $2.34M
|
2.27M
$188M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
35K+ 438.32% |
$2.17M - $2.33M
|
43K
$3.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
34.5K+ 8.59% |
$2.14M - $2.3M
|
437K
$36M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
32.6KNew |
$2.02M - $2.17M
|
32.6K
$2.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32.5K+ 18.14% |
$2.01M - $2.17M
|
212K
$17.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
31.5KNew |
$1.95M - $2.1M
|
31.5K
$2.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
31.3K+ 3.25% |
$1.94M - $2.09M
|
994K
$82M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.8K+ 16.07% |
$1.9M - $2.05M
|
222K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.7KNew |
$1.9M - $2.05M
|
30.7K
$2.54M
|