Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-443- 0.4% |
$33.6K - $36.9K
|
111K
$9.34M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-453- 0.66% |
$34.4K - $37.7K
|
68K
$5.73M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-459- 5.93% |
$34.8K - $38.2K
|
7.28K
$614K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-498- 3.0% |
$37.8K - $41.4K
|
16.1K
$1.36M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-510- 2.37% |
$38.7K - $42.4K
|
21K
$1.77M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-529- 6.62% |
$40.1K - $44K
|
7.46K
$629K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-530- 4.74% |
$40.2K - $44.1K
|
10.6K
$897K
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-541- 12.94% |
$41.1K - $45K
|
3.64K
$307K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-549- 4.53% |
$41.7K - $45.7K
|
11.6K
$974K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-556- 2.38% |
$42.2K - $46.3K
|
22.8K
$1.92M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-567- 0.27% |
$43K - $47.2K
|
211K
$17.8M
|
|
Oct 25, 2024
Q3 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-600- 8.7% |
$45.5K - $49.9K
|
6.3K
$531K
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-610- 13.13% |
$46.3K - $50.8K
|
4.04K
$340K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-623- 2.66% |
$47.3K - $51.8K
|
22.8K
$1.92M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-647- 94.45% |
$49.1K - $53.8K
|
38
$3.2K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-674- 0.59% |
$51.1K - $56.1K
|
113K
$9.55M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-680- 28.35% |
$51.6K - $56.6K
|
1.72K
$145K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-715- 18.0% |
$54.3K - $59.5K
|
3.26K
$275K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-748- 1.48% |
$56.8K - $62.2K
|
49.8K
$4.2M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-768- 22.86% |
$58.3K - $63.9K
|
2.59K
$219K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-778- 1.92% |
$59K - $64.7K
|
39.6K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-811- 1.33% |
$61.5K - $67.5K
|
60K
$5.06M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-825- 9.38% |
$62.6K - $68.6K
|
7.97K
$672K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-835- 4.39% |
$63.4K - $69.5K
|
18.2K
$1.53M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-849- 8.13% |
$64.4K - $70.6K
|
9.59K
$808K
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-884- 5.72% |
$67.1K - $73.6K
|
14.6K
$1.23M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-940- 65.41% |
$71.3K - $78.2K
|
497
$41.9K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-964- 6.11% |
$73.1K - $80.2K
|
14.8K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-990- 1.94% |
$75.1K - $82.4K
|
50.2K
$4.23M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1K- 0.6% |
$76K - $83.3K
|
166K
$14M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 3.71% |
$76K - $83.3K
|
26K
$2.19M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.02K- 6.71% |
$77.3K - $84.8K
|
14.2K
$1.2M
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.02K- 2.55% |
$77.6K - $85.1K
|
39.2K
$3.3M
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.16K- 4.79% |
$87.7K - $96.2K
|
23K
$1.94M
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.22K- 4.07% |
$92.6K - $102K
|
28.8K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.39K- 11.9% |
$105K - $116K
|
10.3K
$868K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.39K- 18.58% |
$106K - $116K
|
6.1K
$515K
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.43K- 2.14% |
$108K - $119K
|
65.3K
$5.51M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 3.12% |
$110K - $121K
|
45.2K
$3.81M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.86% |
$114K - $125K
|
79.7K
$6.72M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.6K- 2.35% |
$122K - $133K
|
66.5K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.61K- 3.5% |
$122K - $134K
|
44.4K
$3.75M
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.75K- 1.16% |
$133K - $145K
|
148K
$12.5M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.81K- 10.2% |
$137K - $150K
|
15.9K
$1.34M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.82K- 0.54% |
$138K - $151K
|
331K
$27.9M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.92K- 16.97% |
$145K - $159K
|
9.37K
$790K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.08K- 8.34% |
$158K - $173K
|
22.9K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.3K- 3.01% |
$175K - $191K
|
74.1K
$6.24M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.38K- 1.77% |
$181K - $198K
|
132K
$11.2M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.52K- 14.61% |
$191K - $210K
|
14.7K
$1.24M
|