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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.84K+ 48.18% |
$176K - $189K
|
8.73K
$720K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.72K+ 5.08% |
$168K - $181K
|
56.2K
$4.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.67K+ 69.2% |
$165K - $178K
|
6.54K
$539K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.63K+ 40.54% |
$163K - $175K
|
9.12K
$753K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.6K+ 4267.21% |
$161K - $174K
|
2.66K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.59K+ 7.85% |
$160K - $173K
|
35.6K
$2.94M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.56K+ 62.48% |
$159K - $171K
|
6.67K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.52K+ 1.77% |
$156K - $168K
|
145K
$11.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.43K+ 2.35% |
$150K - $162K
|
106K
$8.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.4K+ 4.3% |
$148K - $160K
|
58.1K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 16.59% |
$147K - $159K
|
16.7K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.14KNew |
$132K - $142K
|
2.14K
$176K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.14K+ 3.83% |
$132K - $142K
|
57.9K
$4.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.13K+ 17.49% |
$132K - $142K
|
14.3K
$1.18M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.11K+ 8.0% |
$130K - $140K
|
28.4K
$2.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.06K+ 15.12% |
$127K - $137K
|
15.7K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.03K+ 17.15% |
$126K - $135K
|
13.9K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2K+ 36.2% |
$124K - $133K
|
7.52K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.88K+ 18.28% |
$116K - $125K
|
12.1K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
1.86K+ 3.94% |
$115K - $124K
|
48.9K
$4.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.85KNew |
$114K - $123K
|
1.85K
$153K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.67K+ 2.45% |
$103K - $111K
|
69.6K
$5.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.62K+ 3.8% |
$100K - $108K
|
44.2K
$3.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.6K+ 4.82% |
$99K - $107K
|
34.8K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 30.19% |
$94K - $101K
|
6.56K
$541K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.5K+ 41.72% |
$92.8K - $100K
|
5.1K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.45K+ 7.71% |
$89.8K - $96.8K
|
20.3K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 19.15% |
$84.3K - $90.9K
|
8.48K
$700K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.33K+ 6.02% |
$82.2K - $88.6K
|
23.4K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.22K+ 8.47% |
$75.5K - $81.4K
|
15.6K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.22K+ 13.69% |
$75.3K - $81.1K
|
10.1K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.21KNew |
$74.9K - $80.7K
|
1.21K
$99.8K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 2.4% |
$74K - $79.8K
|
51K
$4.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.16K+ 1.44% |
$71.8K - $77.3K
|
81.8K
$6.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.13KNew |
$70K - $75.4K
|
1.13K
$93.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.13K+ 14.87% |
$69.7K - $75.1K
|
8.7K
$718K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 2.96% |
$66K - $71.1K
|
37.2K
$3.07M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
948+ 3.96% |
$58.6K - $63.2K
|
24.9K
$2.05M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
929+ 9.44% |
$57.5K - $61.9K
|
10.8K
$889K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
911+ 3.11% |
$56.4K - $60.7K
|
30.2K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
901+ 22.6% |
$55.7K - $60.1K
|
4.89K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
857+ 10.5% |
$53K - $57.1K
|
9.02K
$744K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
842+ 0.31% |
$52.1K - $56.1K
|
270K
$22.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
833+ 0.41% |
$51.5K - $55.5K
|
203K
$16.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
803New |
$49.7K - $53.5K
|
803
$66.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
801+ 0.28% |
$49.5K - $53.4K
|
286K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
735+ 13.89% |
$45.5K - $49K
|
6.03K
$497K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
729+ 17.75% |
$45.1K - $48.6K
|
4.84K
$399K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
713+ 18.54% |
$44.1K - $47.5K
|
4.56K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
683New |
$42.3K - $45.5K
|
683
$56.4K
|