Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.23M+ 102.09% |
$174M - $204M
|
6.39M
$527M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
1.28MNew |
$69.2M - $81M
|
1.28M
$106M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
453KNew |
$24.4M - $28.6M
|
453K
$37.4M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 11.87% |
$20.1M - $23.6M
|
3.52M
$291M
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
358KNew |
$19.3M - $22.6M
|
358K
$29.6M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
336K+ 13.86% |
$18.1M - $21.2M
|
2.76M
$228M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
302KNew |
$16.3M - $19M
|
302K
$24.9M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
266K+ 6.24% |
$14.3M - $16.8M
|
4.52M
$373M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
251K+ 3.18% |
$13.5M - $15.8M
|
8.15M
$672M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
211KNew |
$11.4M - $13.3M
|
211K
$17.4M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
173KNew |
$9.35M - $10.9M
|
173K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
159K+ 192.57% |
$8.55M - $10M
|
241K
$19.9M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154K+ 56.41% |
$8.32M - $9.73M
|
428K
$35.3M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
150KNew |
$8.11M - $9.48M
|
150K
$12.4M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
144KNew |
$7.76M - $9.08M
|
144K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 19.09% |
$7.6M - $8.9M
|
880K
$72.6M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
118K+ 8.81% |
$6.34M - $7.42M
|
1.45M
$120M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
116KNew |
$6.28M - $7.35M
|
116K
$9.61M
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
106K+ 230.17% |
$5.73M - $6.71M
|
152K
$12.6M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
96.1KNew |
$5.18M - $6.06M
|
96.1K
$7.93M
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
92.7K+ 1082.78% |
$5M - $5.85M
|
101K
$8.36M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
89.3K+ 8.47% |
$4.82M - $5.64M
|
1.14M
$94.4M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
84.2K+ 38.22% |
$4.54M - $5.31M
|
304K
$25.1M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.5KNew |
$4.02M - $4.7M
|
74.5K
$6.15M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
71.8K+ 33.93% |
$3.87M - $4.53M
|
284K
$23.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.8K+ 9.37% |
$3.82M - $4.47M
|
826K
$68.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.9K+ 23.34% |
$3.44M - $4.03M
|
338K
$27.9M
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
62.8K+ 13.61% |
$3.38M - $3.96M
|
524K
$43.2M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
59.7K+ 9.62% |
$3.22M - $3.77M
|
680K
$56.1M
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
56.3K+ 11.76% |
$3.04M - $3.55M
|
535K
$44.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.5K+ 8.87% |
$2.99M - $3.5M
|
682K
$56.3M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48.2K+ 133.96% |
$2.6M - $3.04M
|
84.1K
$6.94M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45.9K+ 5.14% |
$2.47M - $2.89M
|
938K
$77.4M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
44.2KNew |
$2.38M - $2.79M
|
44.2K
$3.65M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.7K+ 258.29% |
$2.36M - $2.76M
|
60.6K
$5M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
42K+ 3.73% |
$2.26M - $2.65M
|
1.17M
$96.5M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
39K+ 97.84% |
$2.1M - $2.46M
|
78.8K
$6.5M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.9K+ 8.14% |
$1.99M - $2.33M
|
490K
$40.5M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
32.5K+ 6.6% |
$1.75M - $2.05M
|
524K
$43.3M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
32.4K+ 21.59% |
$1.75M - $2.04M
|
183K
$15.1M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32K+ 107.34% |
$1.72M - $2.02M
|
61.8K
$5.1M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31.2K+ 50.61% |
$1.68M - $1.97M
|
93K
$7.67M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.9K+ 2807.88% |
$1.61M - $1.89M
|
31K
$2.56M
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
27.3K+ 41.08% |
$1.47M - $1.72M
|
93.9K
$7.75M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 4.53% |
$1.43M - $1.68M
|
613K
$50.6M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 9.93% |
$1.42M - $1.66M
|
292K
$24.1M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
25.9KNew |
$1.4M - $1.64M
|
25.9K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 5.77% |
$1.38M - $1.62M
|
470K
$38.8M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24K+ 102.19% |
$1.3M - $1.52M
|
47.6K
$3.93M
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
23.5KNew |
$1.27M - $1.48M
|
23.5K
$1.94M
|