Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 2024. 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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
752K+ 7.82% |
$54.4M - $59.5M
|
10.4M
$856M
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
498K+ 181.07% |
$36M - $39.3M
|
772K
$63.7M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
456K+ 5.96% |
$33M - $36M
|
8.11M
$669M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
456K+ 5.96% |
$33M - $36M
|
8.11M
$669M
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
450K+ 87.3% |
$32.6M - $35.6M
|
966K
$79.7M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
443K+ 2.43% |
$32M - $35M
|
18.7M
$1.54B
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
400K+ 44496.22% |
$29M - $31.6M
|
401K
$33.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
299K+ 2.66% |
$21.6M - $23.6M
|
11.5M
$951M
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
265KNew |
$19.1M - $20.9M
|
265K
$21.8M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
253K+ 437.8% |
$18.3M - $20M
|
311K
$25.6M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
207K+ 574.04% |
$15M - $16.3M
|
243K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
202KNew |
$14.6M - $15.9M
|
202K
$16.6M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
165K+ 79.62% |
$11.9M - $13M
|
371K
$30.6M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
157K+ 1033.68% |
$11.3M - $12.4M
|
172K
$14.2M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128K+ 13.93% |
$9.28M - $10.1M
|
1.05M
$86.6M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 14.21% |
$8.03M - $8.77M
|
892K
$73.6M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 8.51% |
$7.87M - $8.6M
|
1.39M
$115M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105K+ 222.06% |
$7.62M - $8.33M
|
153K
$12.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.4K+ 7.0% |
$6.82M - $7.46M
|
1.44M
$119M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
87.3KNew |
$6.31M - $6.9M
|
87.3K
$7.2M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
87.2K+ 11.12% |
$6.31M - $6.89M
|
871K
$71.9M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
84.4K+ 15.09% |
$6.1M - $6.67M
|
644K
$53.1M
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
77.1K+ 37.64% |
$5.57M - $6.09M
|
282K
$23.3M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
66.5K+ 9.91% |
$4.81M - $5.25M
|
737K
$60.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.5K+ 3.42% |
$4.52M - $4.94M
|
1.89M
$156M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.4K+ 2.52% |
$4.51M - $4.93M
|
2.54M
$209M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.6K+ 9.27% |
$3.95M - $4.31M
|
643K
$53.1M
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
51.7K+ 33.41% |
$3.74M - $4.09M
|
207K
$17M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.6K+ 14.91% |
$3.59M - $3.92M
|
383K
$31.6M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
49.4K+ 11.78% |
$3.57M - $3.91M
|
469K
$38.7M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
47.9K+ 174.95% |
$3.46M - $3.79M
|
75.3K
$6.21M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
45.8K+ 18.32% |
$3.32M - $3.62M
|
296K
$24.4M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44K+ 1.64% |
$3.18M - $3.47M
|
2.72M
$225M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
41.7KNew |
$3.02M - $3.3M
|
41.7K
$3.44M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.6K+ 33.53% |
$3M - $3.28M
|
165K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
40.2KNew |
$2.91M - $3.18M
|
40.2K
$3.32M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36.7K+ 6.18% |
$2.65M - $2.9M
|
629K
$51.9M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.9K+ 27.89% |
$2.53M - $2.76M
|
160K
$13.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.5K+ 172.61% |
$2.49M - $2.73M
|
54.5K
$4.5M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
33.6KNew |
$2.43M - $2.66M
|
33.6K
$2.78M
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
33.4KNew |
$2.41M - $2.64M
|
33.4K
$2.76M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.1K+ 10.09% |
$2.39M - $2.61M
|
361K
$29.8M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.7K+ 8.38% |
$2.37M - $2.59M
|
423K
$34.9M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
30KNew |
$2.17M - $2.37M
|
30K
$2.47M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
28.2KNew |
$2.04M - $2.23M
|
28.2K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
26.4K+ 72.57% |
$1.91M - $2.08M
|
62.7K
$5.18M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26K+ 533.36% |
$1.88M - $2.05M
|
30.9K
$2.55M
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25.1K+ 27.24% |
$1.82M - $1.99M
|
117K
$9.7M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
25K+ 3.14% |
$1.81M - $1.98M
|
822K
$67.8M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 45.69% |
$1.81M - $1.97M
|
79.6K
$6.57M
|