Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
629+ 1.14% |
$38.9K - $41.9K
|
55.7K
$4.69M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
617+ 6.44% |
$38.2K - $41.1K
|
10.2K
$859K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
523+ 0.44% |
$32.4K - $34.9K
|
118K
$9.98M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
509+ 8.38% |
$31.5K - $33.9K
|
6.58K
$555K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
500+ 3.49% |
$30.9K - $33.3K
|
14.8K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
459+ 9.13% |
$28.4K - $30.6K
|
5.49K
$463K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
455+ 3.65% |
$28.1K - $30.3K
|
12.9K
$1.09M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
453+ 2.6% |
$28K - $30.2K
|
17.9K
$1.51M
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
440+ 7.09% |
$27.2K - $29.3K
|
6.65K
$560K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
424+ 7.41% |
$26.2K - $28.3K
|
6.15K
$518K
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
417+ 0.47% |
$25.8K - $27.8K
|
89.7K
$7.57M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
410New |
$25.4K - $27.3K
|
410
$34.6K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
405+ 7.25% |
$25.1K - $27K
|
5.99K
$505K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
394+ 1.63% |
$24.4K - $26.3K
|
24.5K
$2.07M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
391+ 4.38% |
$24.2K - $26.1K
|
9.32K
$785K
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
389+ 4.36% |
$24.1K - $25.9K
|
9.31K
$785K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
384+ 2.04% |
$23.8K - $25.6K
|
19.2K
$1.62M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
362New |
$22.4K - $24.1K
|
362
$30.5K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
338+ 7.3% |
$20.9K - $22.5K
|
4.97K
$419K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
301+ 2.63% |
$18.6K - $20.1K
|
11.7K
$989K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
285+ 71.25% |
$17.6K - $19K
|
685
$57.7K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
271+ 2.01% |
$16.8K - $18.1K
|
13.7K
$1.16M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
271+ 1.32% |
$16.8K - $18.1K
|
20.7K
$1.75M
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
268New |
$16.6K - $17.9K
|
268
$22.6K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
266+ 1.2% |
$16.5K - $17.7K
|
22.5K
$1.9M
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
262+ 0.39% |
$16.2K - $17.5K
|
67.6K
$5.7M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
262+ 4.54% |
$16.2K - $17.5K
|
6.03K
$508K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$16.1K - $17.4K
|
261
$22K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
245+ 12.07% |
$15.2K - $16.3K
|
2.28K
$192K
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
237+ 0.05% |
$14.7K - $15.8K
|
500K
$42.1M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
233+ 1.85% |
$14.4K - $15.5K
|
12.8K
$1.08M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
217+ 7.96% |
$13.4K - $14.5K
|
2.94K
$248K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
212New |
$13.1K - $14.1K
|
212
$17.9K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
211+ 86.12% |
$13.1K - $14.1K
|
456
$38.4K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
193New |
$11.9K - $12.9K
|
193
$16.3K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
168+ 2.82% |
$10.4K - $11.2K
|
6.13K
$516K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
160+ 15.17% |
$9.9K - $10.7K
|
1.22K
$102K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
154+ 8.98% |
$9.53K - $10.3K
|
1.87K
$157K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 1.64% |
$8.04K - $8.67K
|
8.05K
$679K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
122+ 1.38% |
$7.55K - $8.13K
|
8.94K
$753K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
100+ 43.29% |
$6.19K - $6.67K
|
331
$27.9K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
86+ 2.41% |
$5.32K - $5.73K
|
3.66K
$308K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72New |
$4.45K - $4.8K
|
72
$6.07K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
71+ 0.33% |
$4.39K - $4.73K
|
21.6K
$1.82M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
64+ 2.05% |
$3.96K - $4.27K
|
3.19K
$269K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
62+ 1.25% |
$3.84K - $4.13K
|
5.02K
$423K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 0.18% |
$3.65K - $3.93K
|
33.5K
$2.82M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
44+ 0.46% |
$2.72K - $2.93K
|
9.63K
$811K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
40+ 0.31% |
$2.47K - $2.67K
|
13.1K
$1.1M
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
37+ 0.15% |
$2.29K - $2.47K
|
25.4K
$2.15M
|