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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
30.2K+ 4.49% |
$1.87M - $2.01M
|
702K
$58M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
30.1K+ 378.51% |
$1.86M - $2M
|
38K
$3.14M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30K+ 88.26% |
$1.86M - $2M
|
64K
$5.28M
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
29.8K+ 60.05% |
$1.84M - $1.99M
|
79.4K
$6.55M
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
26.9K+ 3.29% |
$1.66M - $1.79M
|
844K
$69.6M
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
25.5KNew |
$1.58M - $1.7M
|
25.5K
$2.11M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 94.9% |
$1.56M - $1.68M
|
51.7K
$4.26M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
23.7KNew |
$1.46M - $1.58M
|
23.7K
$1.95M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
22.8K+ 61.31% |
$1.41M - $1.52M
|
59.9K
$4.94M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.6KNew |
$1.4M - $1.51M
|
22.6K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 23.4% |
$1.37M - $1.47M
|
117K
$9.62M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 14.55% |
$1.31M - $1.41M
|
166K
$13.7M
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21.1K+ 502.5% |
$1.3M - $1.41M
|
25.3K
$2.09M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7K+ 8.08% |
$1.22M - $1.32M
|
264K
$21.8M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.6K+ 938.49% |
$1.21M - $1.31M
|
21.7K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
18.8K+ 48.97% |
$1.16M - $1.25M
|
57.2K
$4.72M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
17.8KNew |
$1.1M - $1.19M
|
17.8K
$1.47M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
17.3K+ 33.67% |
$1.07M - $1.16M
|
68.8K
$5.68M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17.2KNew |
$1.06M - $1.15M
|
17.2K
$1.42M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.2K+ 39.59% |
$1.06M - $1.14M
|
60.6K
$5M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.1KNew |
$933K - $1.01M
|
15.1K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.8K+ 28.88% |
$856K - $923K
|
61.8K
$5.1M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$754K - $813K
|
12.2K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12K+ 2.32% |
$744K - $801K
|
530K
$43.8M
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
11.7K+ 16.04% |
$725K - $781K
|
84.8K
$7M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
11.7K+ 51.35% |
$724K - $780K
|
34.5K
$2.85M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 61.49% |
$708K - $763K
|
30.1K
$2.48M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.4KNew |
$704K - $758K
|
11.4K
$939K
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.4KNew |
$704K - $758K
|
11.4K
$939K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$689K - $743K
|
11.1K
$919K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 2.34% |
$684K - $737K
|
483K
$39.8M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
11KNew |
$680K - $733K
|
11K
$908K
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.4K+ 8.89% |
$642K - $692K
|
127K
$10.5M
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.3K+ 1.86% |
$634K - $683K
|
560K
$46.2M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10.1K+ 11.35% |
$626K - $675K
|
99.3K
$8.19M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9.9K+ 19.1% |
$612K - $660K
|
61.7K
$5.09M
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.73K+ 5.88% |
$602K - $648K
|
175K
$14.5M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.52K+ 4.21% |
$589K - $635K
|
236K
$19.5M
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
9.5K+ 1.39% |
$588K - $633K
|
692K
$57.1M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.39K+ 9.46% |
$581K - $626K
|
109K
$8.96M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.98K+ 1.23% |
$556K - $599K
|
740K
$61.1M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.85K+ 67.84% |
$547K - $590K
|
21.9K
$1.81M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.32K+ 15.05% |
$515K - $555K
|
63.6K
$5.25M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.29KNew |
$513K - $553K
|
8.29K
$684K
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.22K+ 2.0% |
$508K - $548K
|
419K
$34.6M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8.1K+ 18.5% |
$501K - $540K
|
51.9K
$4.28M
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.03KNew |
$497K - $535K
|
8.03K
$663K
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
7.77K+ 13.59% |
$480K - $518K
|
64.9K
$5.36M
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.72K+ 3.88% |
$477K - $514K
|
206K
$17M
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.01K+ 11.97% |
$434K - $467K
|
65.6K
$5.41M
|