Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-772- 70.83% |
$41.6K - $48.7K
|
318
$26.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-828- 11.7% |
$44.6K - $52.2K
|
6.25K
$527K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-830- 0.12% |
$44.7K - $52.4K
|
676K
$57M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-845- 1.92% |
$45.6K - $53.3K
|
43.2K
$3.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-847- 45.86% |
$45.7K - $53.4K
|
1K
$84.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-945- 7.28% |
$50.9K - $59.6K
|
12K
$1.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-951- 14.83% |
$51.3K - $60K
|
5.46K
$460K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-951- 14.83% |
$51.3K - $60K
|
5.46K
$460K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1K- 3.92% |
$54K - $63.1K
|
24.5K
$2.07M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.1K- 8.13% |
$59.3K - $69.4K
|
12.4K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.12K- 6.55% |
$60.4K - $70.6K
|
16K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.56K- 4.6% |
$84.2K - $98.5K
|
32.4K
$2.73M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.59K- 0.86% |
$85.8K - $100K
|
183K
$15.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.6K- 23.46% |
$86K - $101K
|
5.21K
$439K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.7K- 27.96% |
$91.6K - $107K
|
4.38K
$369K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.91K- 1.03% |
$103K - $121K
|
183K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 23.12% |
$106K - $124K
|
6.54K
$551K
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.99K- 31.2% |
$107K - $126K
|
4.4K
$371K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.37K- 3.02% |
$128K - $150K
|
76.2K
$6.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.45K- 10.81% |
$132K - $155K
|
20.2K
$1.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 39.44% |
$154K - $180K
|
4.39K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.89K- 1.37% |
$156K - $182K
|
208K
$17.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.89K- 21.36% |
$156K - $182K
|
10.6K
$897K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3.16K- 5.88% |
$170K - $199K
|
50.6K
$4.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-3.46K- 7.86% |
$186K - $218K
|
40.6K
$3.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.58K- 2.81% |
$193K - $226K
|
124K
$10.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.02K- 4.01% |
$217K - $254K
|
96.1K
$8.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.03K- 5.67% |
$217K - $254K
|
67.1K
$5.66M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.25K- 11.56% |
$229K - $268K
|
32.5K
$2.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.09K- 7.35% |
$274K - $321K
|
64.1K
$5.41M
|
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.11K- 7.06% |
$275K - $322K
|
67.2K
$5.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.34K- 6.41% |
$288K - $337K
|
78K
$6.58M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-5.36K- 0.8% |
$289K - $338K
|
662K
$55.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.43K- 0.73% |
$293K - $342K
|
734K
$61.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.57K- 1.2% |
$300K - $351K
|
458K
$38.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.64K- 34.9% |
$304K - $355K
|
10.5K
$886K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.26K- 3.17% |
$337K - $395K
|
191K
$16.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-6.72K- 11.15% |
$362K - $424K
|
53.6K
$4.51M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-6.77K- 11.38% |
$365K - $427K
|
52.7K
$4.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.5K- 8.14% |
$404K - $473K
|
84.6K
$7.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-7.81K- 77.66% |
$421K - $493K
|
2.25K
$189K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.85K- 0.07% |
$423K - $495K
|
11.8M
$998M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.23K- 51.83% |
$444K - $519K
|
7.65K
$645K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.28K- 1.8% |
$446K - $522K
|
452K
$38.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.77K- 40.99% |
$473K - $553K
|
12.6K
$1.06M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.9K- 17.01% |
$588K - $688K
|
53.2K
$4.48M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.5K- 0.52% |
$620K - $726K
|
2.21M
$187M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.9K- 4.53% |
$640K - $749K
|
250K
$21.1M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-12.3K- 50.23% |
$661K - $773K
|
12.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.2K- 6.25% |
$709K - $830K
|
197K
$16.6M
|