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 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
23.5KNew |
$1.7M - $1.86M
|
23.5K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.2K+ 2.79% |
$1.67M - $1.83M
|
854K
$70.4M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 25.02% |
$1.6M - $1.75M
|
111K
$9.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.7K+ 4.7% |
$1.57M - $1.72M
|
484K
$39.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
21.6K+ 26.65% |
$1.56M - $1.71M
|
103K
$8.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 7.35% |
$1.52M - $1.66M
|
307K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
20.3K+ 6.48% |
$1.47M - $1.6M
|
334K
$27.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.2K+ 17.51% |
$1.46M - $1.6M
|
136K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 9.14% |
$1.45M - $1.58M
|
239K
$19.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.6K+ 8.03% |
$1.34M - $1.47M
|
250K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.5KNew |
$1.34M - $1.46M
|
18.5K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.7KNew |
$1.28M - $1.4M
|
17.7K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2KNew |
$1.17M - $1.28M
|
16.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.16M - $1.27M
|
16.1K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.14M - $1.25M
|
15.8K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15.5K+ 14.76% |
$1.12M - $1.22M
|
120K
$9.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.8KNew |
$1.07M - $1.17M
|
14.8K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14.5KNew |
$1.05M - $1.15M
|
14.5K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
14.2K+ 55.01% |
$1.03M - $1.13M
|
40.1K
$3.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 5.99% |
$984K - $1.08M
|
241K
$19.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
13.5K+ 14.78% |
$980K - $1.07M
|
105K
$8.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
13.3K+ 22.87% |
$961K - $1.05M
|
71.4K
$5.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
13.1K+ 43.13% |
$944K - $1.03M
|
43.3K
$3.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13K+ 1.83% |
$938K - $1.03M
|
722K
$59.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
12.4K+ 1.43% |
$896K - $979K
|
881K
$72.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
12.4K+ 21.15% |
$894K - $977K
|
70.8K
$5.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 48.92% |
$846K - $925K
|
35.6K
$2.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.5K+ 7.47% |
$833K - $910K
|
166K
$13.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11.5KNew |
$831K - $908K
|
11.5K
$948K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$828K - $905K
|
11.5K
$945K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.3K+ 10.94% |
$815K - $890K
|
114K
$9.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
11.3K+ 3.99% |
$814K - $890K
|
293K
$24.2M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
10.6K+ 8.16% |
$765K - $835K
|
140K
$11.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10K+ 10.6% |
$725K - $793K
|
105K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.88K+ 2.94% |
$714K - $781K
|
346K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.79K+ 1.98% |
$708K - $774K
|
504K
$41.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.68KNew |
$700K - $765K
|
9.68K
$799K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.61K+ 242.49% |
$695K - $759K
|
13.6K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.11K+ 4.8% |
$658K - $719K
|
199K
$16.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9.01K+ 12.31% |
$652K - $712K
|
82.2K
$6.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.9K+ 2.45% |
$643K - $703K
|
371K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.84KNew |
$639K - $699K
|
8.84K
$730K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.47K+ 4.91% |
$613K - $670K
|
181K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.9K+ 9.76% |
$571K - $624K
|
88.8K
$7.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.67K+ 10.77% |
$555K - $606K
|
78.9K
$6.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.63KNew |
$551K - $603K
|
7.63K
$629K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.99K+ 15.76% |
$505K - $552K
|
51.3K
$4.23M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
6.85K+ 2.48% |
$495K - $541K
|
283K
$23.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.74K+ 36.93% |
$487K - $532K
|
25K
$2.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.68K+ 7.95% |
$483K - $528K
|
90.6K
$7.48M
|