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 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
714+ 18.48% |
$38.5K - $45K
|
4.58K
$378K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
711+ 6.65% |
$38.3K - $44.8K
|
11.4K
$940K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
703+ 1.12% |
$37.9K - $44.3K
|
63.7K
$5.25M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
685+ 0.33% |
$36.9K - $43.2K
|
211K
$17.4M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
669+ 12.55% |
$36.1K - $42.2K
|
6K
$495K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
599+ 8.53% |
$32.3K - $37.8K
|
7.62K
$629K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
589+ 0.48% |
$31.8K - $37.2K
|
124K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
555+ 5.13% |
$29.9K - $35K
|
11.4K
$938K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.04% |
$29.3K - $34.3K
|
14K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
535+ 3.12% |
$28.8K - $33.7K
|
17.7K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
528+ 13.6% |
$28.5K - $33.3K
|
4.41K
$364K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
441New |
$23.8K - $27.8K
|
441
$36.4K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
440New |
$23.7K - $27.8K
|
440
$36.3K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
404New |
$21.8K - $25.5K
|
404
$33.3K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
400+ 16.37% |
$21.6K - $25.2K
|
2.84K
$235K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
383New |
$20.6K - $24.2K
|
383
$31.6K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
381+ 6.6% |
$20.5K - $24K
|
6.15K
$507K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
350+ 1.06% |
$18.9K - $22.1K
|
33.4K
$2.75M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
334+ 2.25% |
$18K - $21.1K
|
15.2K
$1.25M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$24.8K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$24.8K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
261+ 1.96% |
$14.1K - $16.5K
|
13.6K
$1.12M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
258+ 2.41% |
$13.9K - $16.3K
|
11K
$905K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
225+ 0.04% |
$12.1K - $14.2K
|
562K
$46.4M
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
218+ 0.45% |
$11.8K - $13.8K
|
48.3K
$3.99M
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
194+ 0.82% |
$10.5K - $12.2K
|
23.9K
$1.97M
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
173+ 1.54% |
$9.33K - $10.9K
|
11.4K
$941K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
170+ 4.49% |
$9.16K - $10.7K
|
3.95K
$326K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
154+ 82.35% |
$8.3K - $9.71K
|
341
$28.1K
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
126+ 2.59% |
$6.79K - $7.95K
|
4.99K
$412K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
113+ 5.11% |
$6.09K - $7.13K
|
2.32K
$192K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
106+ 0.5% |
$5.71K - $6.69K
|
21.2K
$1.75M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104New |
$5.61K - $6.56K
|
104
$8.58K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
94+ 0.47% |
$5.07K - $5.93K
|
20.2K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
71+ 1.66% |
$3.83K - $4.48K
|
4.34K
$358K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 66.67% |
$3.77K - $4.42K
|
175
$14.4K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
63+ 0.29% |
$3.4K - $3.97K
|
21.7K
$1.79M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52+ 3.31% |
$2.8K - $3.28K
|
1.62K
$134K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
34+ 0.57% |
$1.83K - $2.14K
|
6.01K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 21.05% |
$1.73K - $2.02K
|
184
$15.2K
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
32+ 0.6% |
$1.73K - $2.02K
|
5.33K
$439K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31New |
$1.67K - $1.96K
|
31
$2.56K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
30+ 7.94% |
$1.62K - $1.89K
|
408
$33.7K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 0.58% |
$1.56K - $1.83K
|
5.05K
$417K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.4K - $1.64K
|
26
$2.15K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25+ 0.05% |
$1.35K - $1.58K
|
49.9K
$4.12M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
23+ 5.61% |
$1.24K - $1.45K
|
433
$35.7K
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
22+ 0.25% |
$1.19K - $1.39K
|
8.96K
$740K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.41% |
$1.08K - $1.26K
|
4.94K
$408K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.41% |
$1.08K - $1.26K
|
4.94K
$408K
|