Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.16K+ 3.16% |
$246K - $275K
|
136K
$11.2M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
3.97KNew |
$234K - $262K
|
3.97K
$328K
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3.93KNew |
$232K - $259K
|
3.93K
$324K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.47KNew |
$205K - $229K
|
3.47K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 4.41% |
$202K - $226K
|
81.1K
$6.69M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.4K+ 479.01% |
$201K - $225K
|
4.11K
$339K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.38KNew |
$199K - $223K
|
3.38K
$279K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.35KNew |
$198K - $221K
|
3.35K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.34KNew |
$197K - $220K
|
3.34K
$275K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.3KNew |
$195K - $218K
|
3.3K
$273K
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
BUY
|
- |
3.23KNew |
$191K - $213K
|
3.23K
$267K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
3.23KNew |
$190K - $213K
|
3.23K
$266K
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.2KNew |
$189K - $211K
|
3.2K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.2KNew |
$189K - $211K
|
3.2K
$264K
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.09KNew |
$182K - $204K
|
3.09K
$255K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.01K+ 0.41% |
$178K - $199K
|
739K
$60.9M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 0.35% |
$173K - $193K
|
846K
$69.8M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.9KNew |
$171K - $192K
|
2.9K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.87K+ 2.69% |
$169K - $190K
|
110K
$9.05M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.74K+ 11.9% |
$162K - $181K
|
25.7K
$2.12M
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.47K+ 1.35% |
$146K - $163K
|
185K
$15.3M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.46K+ 4.62% |
$145K - $162K
|
55.6K
$4.59M
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
2.28K+ 0.38% |
$135K - $151K
|
595K
$49.1M
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 3.32% |
$130K - $145K
|
68.4K
$5.64M
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$124K - $139K
|
2.1K
$173K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.08K+ 8.09% |
$123K - $137K
|
27.8K
$2.29M
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.94K+ 1.51% |
$114K - $128K
|
130K
$10.7M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 7.28% |
$106K - $119K
|
26.5K
$2.18M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.8K+ 7.28% |
$106K - $119K
|
26.5K
$2.18M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.71KNew |
$101K - $113K
|
1.71K
$141K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.7K+ 14.66% |
$100K - $112K
|
13.3K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.54KNew |
$90.7K - $102K
|
1.54K
$127K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.54KNew |
$90.5K - $101K
|
1.54K
$127K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.51K+ 1.85% |
$89.2K - $99.9K
|
83.3K
$6.88M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 2.4% |
$87.4K - $97.9K
|
63.2K
$5.22M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.38K+ 8.94% |
$81.4K - $91.1K
|
16.8K
$1.39M
|
|
Feb 16, 2022
Q4 2021
|
Menlo Advisors LLC
|
BUY
|
- |
1.33K+ 16.0% |
$78.1K - $87.5K
|
9.61K
$793K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 6.8% |
$77.8K - $87.1K
|
20.7K
$1.71M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.31K+ 10.07% |
$77K - $86.3K
|
14.3K
$1.18M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.29KNew |
$76K - $85.1K
|
1.29K
$106K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.19K+ 14.49% |
$70.1K - $78.5K
|
9.39K
$775K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
942+ 19.35% |
$55.6K - $62.2K
|
5.81K
$479K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
880+ 1.94% |
$51.9K - $58.1K
|
46.3K
$3.82M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
841+ 45.96% |
$49.6K - $55.5K
|
2.67K
$220K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
800+ 9.67% |
$47.2K - $52.8K
|
9.07K
$749K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
794New |
$46.8K - $52.4K
|
794
$65.5K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
761+ 258.84% |
$44.9K - $50.3K
|
1.06K
$87K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
716+ 161.26% |
$42.2K - $47.3K
|
1.16K
$95.7K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
664+ 8.56% |
$39.2K - $43.9K
|
8.42K
$695K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
659+ 7.1% |
$38.9K - $43.5K
|
9.94K
$820K
|