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 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.96K+ 34.67% |
$430K - $464K
|
27K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.59KNew |
$407K - $439K
|
6.59K
$543K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.48K+ 3.67% |
$401K - $432K
|
183K
$15.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.44KNew |
$398K - $429K
|
6.44K
$531K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$390K - $420K
|
6.3K
$520K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.17K+ 11.54% |
$382K - $411K
|
59.7K
$4.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.02K+ 2.93% |
$372K - $401K
|
211K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.96K+ 11.93% |
$369K - $397K
|
56K
$4.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.89K+ 34.17% |
$364K - $393K
|
23.1K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.73K+ 60.82% |
$354K - $382K
|
15.1K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.56K+ 15.88% |
$344K - $370K
|
40.5K
$3.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.41K+ 1.67% |
$335K - $361K
|
330K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.27K+ 43.24% |
$326K - $351K
|
17.5K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
4.84K+ 0.96% |
$299K - $322K
|
509K
$42M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 7.03% |
$294K - $317K
|
72.4K
$5.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.59KNew |
$284K - $306K
|
4.59K
$378K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$279K - $300K
|
4.5K
$372K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.43K+ 2.78% |
$274K - $295K
|
163K
$13.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.23K+ 4.73% |
$262K - $282K
|
93.7K
$7.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.15K+ 14.79% |
$257K - $277K
|
32.2K
$2.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.13K+ 2.68% |
$255K - $275K
|
158K
$13.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.08K+ 12.21% |
$252K - $272K
|
37.5K
$3.09M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.07K+ 44.05% |
$252K - $271K
|
13.3K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.06K+ 2.47% |
$251K - $270K
|
168K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.98KNew |
$246K - $265K
|
3.98K
$328K
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.94KNew |
$244K - $263K
|
3.94K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.91K+ 71.61% |
$242K - $260K
|
9.36K
$773K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.9K+ 41.96% |
$241K - $260K
|
13.2K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.81K+ 18.51% |
$236K - $254K
|
24.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.79K+ 84.63% |
$235K - $253K
|
8.28K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3.77KNew |
$233K - $251K
|
3.77K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.73KNew |
$230K - $248K
|
3.73K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.68K+ 14.09% |
$227K - $245K
|
29.8K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.59KNew |
$222K - $240K
|
3.59K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.59K+ 13.12% |
$222K - $239K
|
31K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.51KNew |
$217K - $234K
|
3.51K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3.48KNew |
$215K - $232K
|
3.48K
$287K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.38KNew |
$209K - $225K
|
3.38K
$279K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.25KNew |
$201K - $217K
|
3.25K
$268K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.21KNew |
$198K - $214K
|
3.21K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.11KNew |
$192K - $207K
|
3.11K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.08KNew |
$191K - $206K
|
3.08K
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.06KNew |
$189K - $204K
|
3.06K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
3.05K+ 2.16% |
$189K - $203K
|
144K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.05K+ 24.52% |
$189K - $203K
|
15.5K
$1.28M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.04KNew |
$188K - $202K
|
3.04K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.03KNew |
$188K - $202K
|
3.03K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.02K+ 5.25% |
$187K - $202K
|
60.7K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.01K+ 11.59% |
$186K - $201K
|
29K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
2.86K+ 13.89% |
$177K - $191K
|
23.4K
$1.93M
|