Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.79K+ 103.91% |
$344K - $367K
|
11.4K
$958K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.63K+ 2.61% |
$334K - $357K
|
221K
$18.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.53K+ 18.08% |
$328K - $351K
|
36.1K
$3.04M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.52KNew |
$328K - $350K
|
5.52K
$466K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.32K+ 84.91% |
$316K - $338K
|
11.6K
$977K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5K+ 9.94% |
$297K - $317K
|
55.3K
$4.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.87K+ 2.51% |
$289K - $309K
|
199K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.7K+ 6.08% |
$279K - $298K
|
82K
$6.92M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.7K+ 94.7% |
$279K - $298K
|
9.66K
$815K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.56K+ 11.73% |
$270K - $289K
|
43.4K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.51K+ 8.82% |
$268K - $286K
|
55.7K
$4.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 122.72% |
$261K - $279K
|
7.99K
$673K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.26KNew |
$253K - $270K
|
4.26K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.22KNew |
$250K - $267K
|
4.22K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.2K+ 44.62% |
$249K - $266K
|
13.6K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.2KNew |
$249K - $266K
|
4.2K
$354K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.16K+ 0.32% |
$247K - $264K
|
1.31M
$110M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.1KNew |
$243K - $260K
|
4.1K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
4.09K+ 12.35% |
$242K - $259K
|
37.2K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.05K+ 0.82% |
$240K - $257K
|
500K
$42.1M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4K+ 63.92% |
$237K - $254K
|
10.3K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.86KNew |
$229K - $245K
|
3.86K
$326K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.85KNew |
$228K - $244K
|
3.85K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.82K+ 4.46% |
$227K - $243K
|
89.5K
$7.55M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3.6KNew |
$214K - $229K
|
3.6K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$213K - $228K
|
3.6K
$303K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.46KNew |
$205K - $219K
|
3.46K
$292K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.45K+ 15.11% |
$205K - $219K
|
26.3K
$2.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.35K+ 19.4% |
$199K - $212K
|
20.6K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.26KNew |
$193K - $207K
|
3.26K
$275K
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
3.23KNew |
$192K - $205K
|
3.23K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.23K+ 65.32% |
$191K - $205K
|
8.16K
$688K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.22K+ 2.18% |
$191K - $204K
|
151K
$12.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.22KNew |
$191K - $204K
|
3.22K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.03K+ 5.54% |
$180K - $192K
|
57.7K
$4.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.99K+ 6.03% |
$177K - $190K
|
52.6K
$4.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.96K+ 3.43% |
$176K - $188K
|
89.3K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5K+ 2.72% |
$149K - $159K
|
94.5K
$7.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.28K+ 11.51% |
$135K - $145K
|
22.1K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.1K+ 52.87% |
$125K - $133K
|
6.07K
$512K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.03K+ 34.13% |
$121K - $129K
|
7.98K
$673K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.92K+ 1.38% |
$114K - $122K
|
141K
$11.9M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.91K+ 1524.0% |
$113K - $121K
|
2.03K
$171K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.9K+ 26.4% |
$113K - $121K
|
9.12K
$769K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 211.66% |
$110K - $117K
|
2.73K
$230K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
1.75K+ 4.28% |
$104K - $111K
|
42.6K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 13.8% |
$103K - $110K
|
14.4K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.74K+ 8.16% |
$103K - $110K
|
23K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.72K+ 3.57% |
$102K - $109K
|
49.7K
$4.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.71K+ 3.24% |
$101K - $108K
|
54.4K
$4.59M
|