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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.45K- 32.92% |
$539K - $589K
|
15.2K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.65K- 57.78% |
$553K - $604K
|
5.59K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.67K- 6.51% |
$555K - $606K
|
110K
$9.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.02K- 31.97% |
$580K - $634K
|
17.1K
$1.41M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.74K- 16.14% |
$704K - $769K
|
50.6K
$4.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.1K- 6.49% |
$801K - $875K
|
160K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-11.2K- 6.27% |
$811K - $886K
|
168K
$13.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.8K- 6.63% |
$855K - $934K
|
167K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-11.9K- 98.76% |
$864K - $944K
|
150
$12.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.5K- 53.59% |
$976K - $1.07M
|
11.7K
$964K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.1K- 2.54% |
$1.02M - $1.11M
|
542K
$44.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-14.1K- 37.57% |
$1.02M - $1.12M
|
23.5K
$1.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-20.7K- 14.83% |
$1.5M - $1.64M
|
119K
$9.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-24.3K- 5.91% |
$1.76M - $1.92M
|
387K
$32M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25.3K- 3.63% |
$1.83M - $2M
|
672K
$55.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 31.08% |
$1.94M - $2.12M
|
59.4K
$4.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.2K- 13.71% |
$1.97M - $2.15M
|
171K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-29.8K- 3.7% |
$2.15M - $2.35M
|
775K
$63.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-29.8K- 3.86% |
$2.15M - $2.35M
|
742K
$61.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-31.5K- 43.2% |
$2.27M - $2.49M
|
41.3K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.5K- 1.39% |
$2.43M - $2.65M
|
2.37M
$196M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 8.38% |
$2.61M - $2.85M
|
395K
$32.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-39.7K- 23.13% |
$2.87M - $3.14M
|
132K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.9K- 8.86% |
$3.32M - $3.63M
|
473K
$39M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-49.2K- 16.92% |
$3.55M - $3.88M
|
241K
$19.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-49.3K- 72.82% |
$3.56M - $3.9M
|
18.4K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-54.2K- 11.84% |
$3.92M - $4.28M
|
403K
$33.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-59.8K- 30.05% |
$4.32M - $4.72M
|
139K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-64.6K- 0.9% |
$4.67M - $5.11M
|
7.1M
$586M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-75.2K- 9.47% |
$5.44M - $5.94M
|
719K
$59.3M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-83K- 6.77% |
$6M - $6.56M
|
1.14M
$94.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-87.8K- 5.48% |
$6.35M - $6.94M
|
1.51M
$125M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-137K- 31.31% |
$9.93M - $10.9M
|
301K
$24.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-191K- 13.53% |
$13.8M - $15.1M
|
1.22M
$100M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-195K- 32.32% |
$14.1M - $15.4M
|
407K
$33.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-199K- 86.89% |
$14.4M - $15.7M
|
30K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-200K- 14.06% |
$14.5M - $15.8M
|
1.22M
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-328K- 41.05% |
$23.8M - $26M
|
472K
$38.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-366K- 5.77% |
$26.5M - $29M
|
5.99M
$494M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-758K- 96.9% |
$54.8M - $59.9M
|
24.3K
$2M
|