Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
622+ 9.24% |
$50.3K - $53.3K
|
7.36K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
616+ 9.82% |
$49.9K - $52.8K
|
6.89K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$48.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
589+ 5.03% |
$47.7K - $50.5K
|
12.3K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
573+ 23.7% |
$46.4K - $49.1K
|
2.99K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
551+ 13.88% |
$44.6K - $47.2K
|
4.52K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
527+ 1.46% |
$42.7K - $45.1K
|
36.6K
$3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
514+ 0.05% |
$41.6K - $44K
|
1.09M
$89.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
514New |
$41.6K - $44K
|
514
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
501New |
$40.5K - $42.9K
|
501
$41K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 14.58% |
$38.4K - $40.7K
|
3.73K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
470+ 2.45% |
$38K - $40.3K
|
19.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
459+ 13.92% |
$37.1K - $39.3K
|
3.76K
$308K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
444+ 9.46% |
$35.9K - $38K
|
5.14K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
428+ 299.3% |
$34.6K - $36.7K
|
571
$46.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
427+ 1.96% |
$34.6K - $36.6K
|
22.2K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
396+ 4.41% |
$32K - $33.9K
|
9.38K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
395New |
$32K - $33.8K
|
395
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
393+ 5.47% |
$31.8K - $33.7K
|
7.58K
$621K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
381New |
$30.8K - $32.6K
|
381
$31.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 1.79% |
$30.3K - $32.1K
|
21.3K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
362+ 323.21% |
$29.3K - $31K
|
474
$38.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$29.1K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
354New |
$28.6K - $30.3K
|
354
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
350+ 289.26% |
$28.3K - $30K
|
471
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
346+ 7.78% |
$28K - $29.6K
|
4.79K
$392K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
335+ 7.56% |
$27.1K - $28.7K
|
4.76K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
331+ 4.27% |
$26.8K - $28.4K
|
8.09K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
327New |
$26.5K - $28K
|
327
$26.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
325+ 238.97% |
$26.3K - $27.8K
|
461
$37.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
321+ 0.81% |
$26K - $27.5K
|
40K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
318+ 0.72% |
$25.7K - $27.2K
|
44.5K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
316New |
$25.6K - $27.1K
|
316
$25.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
294+ 4.0% |
$23.8K - $25.2K
|
7.65K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
287+ 5.85% |
$23.2K - $24.6K
|
5.2K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
275+ 0.39% |
$22.3K - $23.6K
|
70.4K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
272+ 7.0% |
$22K - $23.3K
|
4.16K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
272+ 0.4% |
$22K - $23.3K
|
68.2K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
267+ 1.95% |
$21.6K - $22.9K
|
13.9K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 5.8% |
$21.2K - $22.4K
|
4.78K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
233+ 29.2% |
$18.9K - $20K
|
1.03K
$84.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
229New |
$18.5K - $19.6K
|
229
$18.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
225+ 1.72% |
$18.2K - $19.3K
|
13.3K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 1.14% |
$18K - $19.1K
|
19.8K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
207+ 0.77% |
$16.8K - $17.7K
|
27.2K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
206+ 7.95% |
$16.7K - $17.6K
|
2.8K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$16.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
184+ 0.11% |
$14.9K - $15.8K
|
173K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
180+ 4.53% |
$14.6K - $15.4K
|
4.15K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
178+ 0.62% |
$14.4K - $15.2K
|
28.8K
$2.36M
|