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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
449+ 3.66% |
$32.5K - $35.5K
|
12.7K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 2.07% |
$31.4K - $34.3K
|
21.4K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$28.9K - $31.6K
|
400
$33.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
387+ 2.98% |
$28K - $30.6K
|
13.4K
$1.13M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
381+ 9.48% |
$27.6K - $30.1K
|
4.4K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
380+ 6.89% |
$27.5K - $30K
|
5.89K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
364+ 11.93% |
$26.3K - $28.8K
|
3.41K
$288K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
353+ 2.33% |
$25.5K - $27.9K
|
15.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
347+ 1.93% |
$25.1K - $27.4K
|
18.3K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
346+ 7.27% |
$25K - $27.3K
|
5.1K
$430K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
345+ 4.55% |
$24.9K - $27.3K
|
7.93K
$669K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
335+ 3.05% |
$24.2K - $26.5K
|
11.3K
$954K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
330+ 0.29% |
$23.9K - $26.1K
|
114K
$9.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
314+ 0.12% |
$22.7K - $24.8K
|
271K
$22.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
308+ 2.34% |
$22.3K - $24.3K
|
13.5K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
308+ 0.93% |
$22.3K - $24.3K
|
33.4K
$2.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
308+ 0.55% |
$22.3K - $24.3K
|
55.9K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
300+ 10.64% |
$21.7K - $23.7K
|
3.12K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
296+ 10.49% |
$21.4K - $23.4K
|
3.12K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
295+ 3.83% |
$21.3K - $23.3K
|
7.99K
$673K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
290+ 3.61% |
$21K - $22.9K
|
8.32K
$701K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
281+ 0.26% |
$20.3K - $22.2K
|
110K
$9.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
246+ 2.42% |
$17.8K - $19.4K
|
10.4K
$878K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
243+ 0.74% |
$17.6K - $19.2K
|
33.1K
$2.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 25.99% |
$16.6K - $18.2K
|
1.12K
$94K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
224+ 4.4% |
$16.2K - $17.7K
|
5.32K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
220+ 5.86% |
$15.9K - $17.4K
|
3.97K
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
208+ 1.73% |
$15K - $16.4K
|
12.2K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
203+ 0.33% |
$14.7K - $16K
|
62.1K
$5.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
198+ 11.82% |
$14.3K - $15.6K
|
1.87K
$158K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
191+ 2.7% |
$13.8K - $15.1K
|
7.26K
$612K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
190+ 1.39% |
$13.7K - $15K
|
13.8K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
177+ 3.71% |
$12.8K - $14K
|
4.95K
$417K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
177New |
$12.8K - $14K
|
177
$14.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
167+ 1.21% |
$12.1K - $13.2K
|
14K
$1.18M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
163New |
$11.8K - $12.9K
|
163
$13.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
149+ 0.95% |
$10.8K - $11.8K
|
15.8K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
148+ 0.27% |
$10.7K - $11.7K
|
56K
$4.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 1.19% |
$10.6K - $11.6K
|
12.5K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
144+ 4.76% |
$10.4K - $11.4K
|
3.17K
$267K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
142New |
$10.3K - $11.2K
|
142
$12K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 24.87% |
$10.1K - $11.1K
|
703
$59.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
135New |
$9.76K - $10.7K
|
135
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 0.18% |
$9.11K - $9.96K
|
70.3K
$5.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
124+ 0.82% |
$8.97K - $9.8K
|
15.2K
$1.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
118+ 14.84% |
$8.53K - $9.32K
|
913
$77K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$7.23K - $7.9K
|
100
$8.43K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
98+ 0.63% |
$7.09K - $7.74K
|
15.8K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
97+ 1.23% |
$7.01K - $7.66K
|
8K
$674K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
90+ 2.03% |
$6.51K - $7.11K
|
4.53K
$382K
|