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 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
287+ 1.57% |
$17K - $18.2K
|
18.6K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
275+ 3.24% |
$16.3K - $17.4K
|
8.76K
$738K
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
271+ 0.26% |
$16.1K - $17.2K
|
103K
$8.71M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
246+ 1.45% |
$14.6K - $15.6K
|
17.2K
$1.45M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
239New |
$14.2K - $15.2K
|
239
$20.1K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
233+ 2.56% |
$13.8K - $14.8K
|
9.34K
$788K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
227+ 4.29% |
$13.5K - $14.4K
|
5.52K
$466K
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
195+ 2.88% |
$11.6K - $12.4K
|
6.96K
$587K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
183+ 1.38% |
$10.9K - $11.6K
|
13.5K
$1.13M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
152+ 1.38% |
$9.02K - $9.64K
|
11.2K
$943K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
149+ 5.01% |
$8.84K - $9.45K
|
3.12K
$263K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
110New |
$6.53K - $6.98K
|
110
$9.27K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
109+ 0.84% |
$6.47K - $6.91K
|
13K
$1.1M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$5.93K - $6.34K
|
100
$8.43K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 1.5% |
$5.22K - $5.58K
|
5.96K
$502K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
87New |
$5.16K - $5.52K
|
87
$7.33K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 0.08% |
$4.98K - $5.33K
|
99.9K
$8.42M
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
81+ 0.57% |
$4.81K - $5.14K
|
14.3K
$1.21M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
70+ 0.58% |
$4.15K - $4.44K
|
12.2K
$1.02M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$4.09K - $4.38K
|
69
$5.82K
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
66+ 0.31% |
$3.92K - $4.19K
|
21.5K
$1.81M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61New |
$3.62K - $3.87K
|
61
$5.14K
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
51+ 1.04% |
$3.03K - $3.23K
|
4.97K
$419K
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 8.89% |
$2.37K - $2.54K
|
490
$41.3K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38New |
$2.25K - $2.41K
|
38
$3.2K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 4.26% |
$1.66K - $1.78K
|
685
$57.7K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22+ 0.04% |
$1.31K - $1.4K
|
49.8K
$4.2M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
22+ 0.41% |
$1.31K - $1.4K
|
5.38K
$453K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.25% |
$1.31K - $1.4K
|
9K
$759K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.51% |
$1.07K - $1.14K
|
3.57K
$301K
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
11+ 0.12% |
$653 - $698
|
9.18K
$774K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.14% |
$593 - $634
|
6.96K
$586K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 0.28% |
$534 - $571
|
3.26K
$275K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.42% |
$475 - $507
|
1.92K
$162K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.02% |
$415 - $444
|
28.1K
$2.37M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$297 - $317
|
2.15K
$181K
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4+ 0.02% |
$237 - $254
|
21.4K
$1.8M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$237 - $254
|
5.29K
$446K
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.05% |
$178 - $190
|
5.77K
$486K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.01% |
$119 - $127
|
17.2K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.46% |
$119 - $127
|
437
$36.8K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.63% |
$59.3 - $63.4
|
160
$13.5K
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.02% |
$59.3 - $63.4
|
4.35K
$366K
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$297 - $317
|
6.23K
$525K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13- 0.26% |
$771 - $825
|
4.93K
$416K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 1.29% |
$1.25K - $1.33K
|
1.61K
$135K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-21- 0.23% |
$1.25K - $1.33K
|
8.92K
$752K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 16.17% |
$1.6K - $1.71K
|
140
$11.8K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-29- 0.04% |
$1.72K - $1.84K
|
65.3K
$5.5M
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-30- 0.48% |
$1.78K - $1.9K
|
6.24K
$526K
|