Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Intl Quality Div (IQDG)
This table provides information about the institutional ownership of Wisdomtree Tr Intl Quality Div (IQDG) during Q3 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTL QUALITY DIV.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.04M+ 239.82% |
$32.9M - $36.5M
|
1.47M
$52.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
249K+ 53.64% |
$7.87M - $8.73M
|
712K
$25.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
211K+ 4.82% |
$6.7M - $7.43M
|
4.6M
$164M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
185K+ 114.42% |
$5.87M - $6.52M
|
348K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
157KNew |
$4.98M - $5.53M
|
157K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
150K+ 307.5% |
$4.74M - $5.25M
|
198K
$7.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
142KNew |
$4.5M - $5M
|
142K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
139K+ 616.33% |
$4.42M - $4.9M
|
162K
$5.78M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
128K+ 5.97% |
$4.06M - $4.51M
|
2.28M
$81.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
109K+ 1773.25% |
$3.46M - $3.83M
|
115K
$4.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
107K+ 5.43% |
$3.4M - $3.78M
|
2.09M
$74.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.9K+ 10.1% |
$2.72M - $3.02M
|
936K
$33.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
66K+ 85.22% |
$2.09M - $2.32M
|
143K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.2KNew |
$1.72M - $1.9M
|
54.2K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.9K+ 3.72% |
$1.45M - $1.61M
|
1.28M
$45.7M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
35.4KNew |
$1.12M - $1.24M
|
35.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.2K+ 19.27% |
$988K - $1.1M
|
193K
$6.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
30.3K+ 4.93% |
$958K - $1.06M
|
644K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8KNew |
$531K - $589K
|
16.8K
$598K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15KNew |
$474K - $526K
|
15K
$533K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
14.9K+ 31.29% |
$473K - $525K
|
62.7K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
13.8K+ 1.5% |
$438K - $486K
|
936K
$33.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
13.7K+ 20.86% |
$432K - $480K
|
79.1K
$2.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.4K+ 7.54% |
$392K - $435K
|
176K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 3.41% |
$318K - $353K
|
304K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.8K+ 141.85% |
$310K - $344K
|
16.7K
$596K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.24KNew |
$293K - $325K
|
9.24K
$330K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.04K+ 3.58% |
$286K - $318K
|
262K
$9.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.91KNew |
$282K - $313K
|
8.91K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.4K+ 140.26% |
$266K - $295K
|
14.4K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
7.9KNew |
$250K - $277K
|
7.9K
$282K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.55K+ 1.53% |
$239K - $265K
|
502K
$17.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.46KNew |
$236K - $262K
|
7.46K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.68KNew |
$212K - $235K
|
6.68K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.26K+ 14.4% |
$198K - $220K
|
49.7K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.19K+ 13.77% |
$196K - $217K
|
51.1K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07K+ 50.19% |
$160K - $178K
|
15.2K
$541K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.8K+ 14.57% |
$152K - $169K
|
37.8K
$1.35M
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.57K+ 59.42% |
$145K - $160K
|
12.2K
$437K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89KNew |
$123K - $137K
|
3.89K
$139K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.58KNew |
$113K - $126K
|
3.58K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.16K+ 1.52% |
$100K - $111K
|
212K
$7.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3K+ 4.9% |
$94.9K - $105K
|
64.1K
$2.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.48K+ 22.77% |
$78.4K - $87K
|
13.4K
$476K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 1.51% |
$74.8K - $83K
|
159K
$5.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.31KNew |
$73.1K - $81.1K
|
2.31K
$82.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 32.32% |
$60.2K - $66.8K
|
7.78K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.78K+ 14.56% |
$56.4K - $62.6K
|
14K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.54K+ 26.89% |
$48.8K - $54.2K
|
7.27K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.45K+ 20.09% |
$45.9K - $51K
|
8.67K
$309K
|