Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-124- 0.97% |
$8.63K - $9.46K
|
12.6K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-130- 2.72% |
$9.04K - $9.92K
|
4.65K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-140- 0.16% |
$9.74K - $10.7K
|
89.2K
$7.52M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-148- 0.45% |
$10.3K - $11.3K
|
32.8K
$2.77M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160- 2.39% |
$11.1K - $12.2K
|
6.54K
$551K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-162- 2.83% |
$11.3K - $12.4K
|
5.56K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-162- 6.59% |
$11.3K - $12.4K
|
2.3K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-164- 1.16% |
$11.4K - $12.5K
|
13.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-167- 1.48% |
$11.6K - $12.7K
|
11.1K
$939K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-169- 3.77% |
$11.8K - $12.9K
|
4.31K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-173- 3.06% |
$12K - $13.2K
|
5.48K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-175- 2.16% |
$12.2K - $13.4K
|
7.92K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-194- 2.41% |
$13.5K - $14.8K
|
7.87K
$663K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 20.94% |
$13.9K - $15.3K
|
755
$63.6K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-209- 0.34% |
$14.5K - $15.9K
|
61.9K
$5.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-210- 0.14% |
$14.6K - $16K
|
155K
$13.1M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-224- 5.0% |
$15.6K - $17.1K
|
4.26K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-240- 5.27% |
$16.7K - $18.3K
|
4.32K
$364K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-241- 0.43% |
$16.8K - $18.4K
|
55.8K
$4.71M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-249- 3.84% |
$17.3K - $19K
|
6.23K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-250- 8.14% |
$17.4K - $19.1K
|
2.82K
$238K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-288- 6.7% |
$20K - $22K
|
4.01K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-304- 1.64% |
$21.1K - $23.2K
|
18.2K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-335- 0.92% |
$23.3K - $25.6K
|
36.2K
$3.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-338- 7.94% |
$23.5K - $25.8K
|
3.92K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-343- 9.93% |
$23.9K - $26.2K
|
3.11K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-358- 3.54% |
$24.9K - $27.3K
|
9.75K
$822K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-367- 1.2% |
$25.5K - $28K
|
30.1K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-400- 4.84% |
$27.8K - $30.5K
|
7.86K
$663K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-407- 7.65% |
$28.3K - $31.1K
|
4.91K
$414K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-447- 0.38% |
$31.1K - $34.1K
|
118K
$9.93M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-449- 1.93% |
$31.2K - $34.3K
|
22.8K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-472- 14.3% |
$32.8K - $36K
|
2.83K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-479- 0.22% |
$33.3K - $36.5K
|
213K
$17.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-540- 1.39% |
$37.6K - $41.2K
|
38.3K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-541- 1.07% |
$37.6K - $41.3K
|
50.2K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-571- 1.26% |
$39.7K - $43.6K
|
44.6K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-574- 13.27% |
$39.9K - $43.8K
|
3.75K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-587- 10.96% |
$40.8K - $44.8K
|
4.77K
$402K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-593- 0.69% |
$41.2K - $45.2K
|
84.8K
$7.15M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-595- 3.65% |
$41.4K - $45.4K
|
15.7K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-600- 8.0% |
$41.7K - $45.8K
|
6.9K
$582K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-643- 0.11% |
$44.7K - $49.1K
|
572K
$48.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 27.2% |
$47.3K - $51.9K
|
1.82K
$153K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-683- 2.3% |
$47.5K - $52.1K
|
29.1K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-687- 0.6% |
$47.8K - $52.4K
|
114K
$9.58M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-715- 11.08% |
$49.7K - $54.6K
|
5.74K
$484K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-739- 5.79% |
$51.4K - $56.4K
|
12K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-766- 1.57% |
$53.3K - $58.4K
|
48K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-793- 6.38% |
$55.2K - $60.5K
|
11.6K
$981K
|