Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 9.45% |
$113K - $123K
|
18.1K
$1.52M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 20.54% |
$109K - $119K
|
8.81K
$743K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 12.41% |
$106K - $116K
|
13.3K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 7.06% |
$104K - $113K
|
21.7K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.4K+ 14.96% |
$101K - $111K
|
10.8K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.36K+ 4.68% |
$98.3K - $107K
|
30.4K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.35K+ 31.22% |
$97.4K - $106K
|
5.66K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.32KNew |
$95.2K - $104K
|
1.32K
$111K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.3K+ 1.96% |
$94.2K - $103K
|
67.8K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.28K+ 3.89% |
$92.2K - $101K
|
34K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 52.57% |
$87.4K - $95.5K
|
3.51K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 2.64% |
$86.9K - $95K
|
46.8K
$3.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17K+ 1.96% |
$84.7K - $92.5K
|
60.8K
$5.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.16K+ 5.58% |
$83.6K - $91.3K
|
21.9K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.13K+ 250.22% |
$81.4K - $89K
|
1.58K
$133K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 18.75% |
$80.3K - $87.7K
|
7.03K
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.32% |
$79.6K - $87K
|
34.3K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 39.58% |
$79.5K - $86.9K
|
3.88K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.08K+ 0.9% |
$77.7K - $84.9K
|
121K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 31.07% |
$77.7K - $84.9K
|
4.53K
$382K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.05K+ 8.71% |
$75.8K - $82.8K
|
13.1K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.03K+ 15.96% |
$74.6K - $81.5K
|
7.5K
$632K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
962+ 8.62% |
$69.6K - $76K
|
12.1K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900+ 24.06% |
$65.1K - $71.1K
|
4.64K
$391K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
873+ 11.69% |
$63.1K - $69K
|
8.34K
$703K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
833New |
$60.2K - $65.8K
|
833
$70.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
806New |
$58.3K - $63.7K
|
806
$67.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
783+ 7.27% |
$56.6K - $61.9K
|
11.6K
$974K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
751+ 17.32% |
$54.3K - $59.3K
|
5.09K
$429K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
703New |
$50.8K - $55.6K
|
703
$59.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
702+ 18.65% |
$50.8K - $55.5K
|
4.47K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
685New |
$49.5K - $54.1K
|
685
$57.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
681+ 7.39% |
$49.2K - $53.8K
|
9.9K
$834K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
635+ 3.35% |
$45.9K - $50.2K
|
19.6K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
625+ 10.89% |
$45.2K - $49.4K
|
6.36K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
619+ 3.68% |
$44.8K - $48.9K
|
17.4K
$1.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
610New |
$44.1K - $48.2K
|
610
$51.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
602+ 13.82% |
$43.5K - $47.6K
|
4.96K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
586+ 7.21% |
$42.4K - $46.3K
|
8.71K
$735K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
545+ 6.46% |
$39.4K - $43.1K
|
8.98K
$757K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
541+ 4.68% |
$39.1K - $42.7K
|
12.1K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
525+ 2.85% |
$38K - $41.5K
|
19K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
519+ 16.23% |
$37.5K - $41K
|
3.72K
$313K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
519+ 0.76% |
$37.5K - $41K
|
68.4K
$5.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
500New |
$36.2K - $39.5K
|
500
$42.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
494+ 0.41% |
$35.7K - $39K
|
121K
$10.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
482+ 0.74% |
$34.9K - $38.1K
|
65.3K
$5.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
471+ 9.59% |
$34.1K - $37.2K
|
5.38K
$454K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
454+ 17.43% |
$32.8K - $35.9K
|
3.06K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
451+ 751.67% |
$32.6K - $35.6K
|
511
$43.1K
|