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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
1.7K+ 9.03% |
$101K - $108K
|
20.6K
$1.73M
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.59K+ 4.81% |
$94.3K - $101K
|
34.6K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.59K+ 5.02% |
$94.2K - $101K
|
33.2K
$2.8M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.58K+ 7.65% |
$93.9K - $100K
|
22.3K
$1.88M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.54KNew |
$91.3K - $97.6K
|
1.54K
$130K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.51K+ 18.15% |
$89.7K - $95.9K
|
9.84K
$830K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.5K+ 0.8% |
$89.1K - $95.3K
|
190K
$16M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.44KNew |
$85.4K - $91.3K
|
1.44K
$121K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.4K+ 0.17% |
$83.2K - $88.9K
|
831K
$70M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.37K+ 733.69% |
$81.4K - $87K
|
1.56K
$131K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.3K+ 236.48% |
$77.3K - $82.6K
|
1.85K
$156K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.22KNew |
$72.5K - $77.4K
|
1.22K
$103K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.21K+ 35.28% |
$71.7K - $76.6K
|
4.63K
$390K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.18K+ 6.4% |
$70.3K - $75.1K
|
19.7K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.17K+ 4.15% |
$69.4K - $74.2K
|
29.3K
$2.47M
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.16K+ 0.25% |
$68.7K - $73.4K
|
460K
$38.8M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 13.48% |
$67.1K - $71.7K
|
9.51K
$802K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 13.19% |
$66.2K - $70.8K
|
9.58K
$807K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.07K+ 1.6% |
$63.2K - $67.6K
|
67.6K
$5.7M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1KNew |
$59.3K - $63.4K
|
1K
$84.3K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
988+ 20.87% |
$58.6K - $62.7K
|
5.72K
$482K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
935New |
$55.5K - $59.3K
|
935
$78.8K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
910+ 29.58% |
$54K - $57.7K
|
3.99K
$336K
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
882+ 11.77% |
$52.3K - $55.9K
|
8.38K
$706K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
871+ 135.25% |
$51.7K - $55.2K
|
1.52K
$128K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
851+ 1.74% |
$50.5K - $54K
|
49.6K
$4.18M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
851+ 15.67% |
$50.5K - $54K
|
6.28K
$529K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
804+ 21.86% |
$47.7K - $51K
|
4.48K
$378K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
692+ 14.53% |
$41.1K - $43.9K
|
5.46K
$460K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
652+ 2.56% |
$38.7K - $41.4K
|
26.1K
$2.2M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
635New |
$37.7K - $40.3K
|
635
$53.5K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
596+ 0.22% |
$35.4K - $37.8K
|
269K
$22.7M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
595+ 4.77% |
$35.3K - $37.7K
|
13.1K
$1.1M
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
587+ 0.34% |
$34.8K - $37.2K
|
174K
$14.7M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
567New |
$33.6K - $36K
|
567
$47.8K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
566+ 49.3% |
$33.6K - $35.9K
|
1.71K
$144K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
552+ 12.05% |
$32.8K - $35K
|
5.13K
$433K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482+ 0.64% |
$28.6K - $30.6K
|
76.2K
$6.42M
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
461+ 5.22% |
$27.4K - $29.2K
|
9.29K
$783K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
459+ 6.41% |
$27.2K - $29.1K
|
7.62K
$642K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
450+ 3.41% |
$26.7K - $28.5K
|
13.6K
$1.15M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
376+ 9.12% |
$22.3K - $23.8K
|
4.5K
$379K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
350+ 0.61% |
$20.8K - $22.2K
|
57.7K
$4.87M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
349+ 3.06% |
$20.7K - $22.1K
|
11.8K
$991K
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
345+ 1.06% |
$20.5K - $21.9K
|
33K
$2.78M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
338New |
$20.1K - $21.4K
|
338
$28.5K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
333New |
$19.8K - $21.1K
|
333
$28.1K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
331New |
$19.6K - $21K
|
331
$27.9K
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
324+ 0.21% |
$19.2K - $20.6K
|
154K
$13M
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
295+ 0.25% |
$17.5K - $18.7K
|
118K
$9.94M
|