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 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.5% |
$77.4K - $84.6K
|
212K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 1.06% |
$77.8K - $85K
|
100K
$8.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.17K- 27.07% |
$84.5K - $92.4K
|
3.15K
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.17K- 0.48% |
$84.8K - $92.7K
|
245K
$20.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.24K- 5.05% |
$89.7K - $98.1K
|
23.3K
$1.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 4.41% |
$90K - $98.3K
|
27K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 20.02% |
$90.2K - $98.5K
|
4.98K
$411K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.28K- 2.24% |
$92.6K - $101K
|
55.9K
$4.62M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.33K- 2.84% |
$96.4K - $105K
|
45.6K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.5K- 11.84% |
$108K - $119K
|
11.2K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.51K- 3.56% |
$109K - $119K
|
40.8K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 2.92% |
$111K - $122K
|
51.1K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.57K- 2.53% |
$113K - $124K
|
60.5K
$4.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.72K- 0.3% |
$124K - $136K
|
570K
$47M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.76K- 2.57% |
$127K - $139K
|
66.8K
$5.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.87K- 23.73% |
$135K - $148K
|
6K
$495K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.87K- 13.41% |
$135K - $148K
|
12.1K
$995K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.97K- 3.92% |
$142K - $156K
|
48.2K
$3.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.99K- 42.46% |
$144K - $157K
|
2.7K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.99K- 4.15% |
$144K - $157K
|
46K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 15.37% |
$148K - $162K
|
11.3K
$932K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.19K- 1.95% |
$158K - $173K
|
110K
$9.1M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.2K- 44.46% |
$159K - $174K
|
2.74K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.2K- 39.56% |
$159K - $174K
|
3.36K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.59K- 9.03% |
$187K - $204K
|
26K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.81KClosed |
$203K - $222K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.9K- 35.32% |
$210K - $229K
|
5.32K
$439K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.94K- 47.66% |
$213K - $233K
|
3.23K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.25K- 48.87% |
$235K - $257K
|
3.4K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.6K- 14.34% |
$260K - $285K
|
21.5K
$1.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.68K- 2.39% |
$266K - $290K
|
150K
$12.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.78K- 38.79% |
$273K - $299K
|
5.97K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.84K- 4.9% |
$278K - $303K
|
74.6K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.84K- 14.86% |
$278K - $304K
|
22K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-3.87K- 0.94% |
$280K - $306K
|
406K
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.96K- 92.65% |
$286K - $313K
|
314
$25.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.03K- 3.69% |
$291K - $318K
|
105K
$8.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-4.2K- 16.6% |
$303K - $331K
|
21.1K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-4.87K- 10.9% |
$352K - $385K
|
39.8K
$3.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.95K- 0.7% |
$358K - $391K
|
701K
$57.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.98K- 6.12% |
$360K - $394K
|
76.4K
$6.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.06K- 42.21% |
$366K - $400K
|
6.92K
$571K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.38K- 2.2% |
$389K - $425K
|
239K
$19.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.47K- 0.62% |
$395K - $432K
|
871K
$71.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.63K- 2.11% |
$407K - $445K
|
261K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.99K- 50.0% |
$433K - $474K
|
5.99K
$495K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.32K- 1.25% |
$457K - $499K
|
499K
$41.2M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.66K- 7.58% |
$482K - $526K
|
81.2K
$6.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.09K- 2.1% |
$513K - $560K
|
330K
$27.3M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-7.43K- 20.83% |
$537K - $587K
|
28.2K
$2.33M
|