Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.61MNew |
$293M - $310M
|
3.61M
$304M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42MNew |
$115M - $122M
|
1.42M
$119M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27M+ 86.85% |
$103M - $109M
|
2.73M
$230M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
866KNew |
$70.1M - $74.2M
|
866K
$72.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
793K+ 7.08% |
$64.2M - $67.9M
|
12M
$1.01B
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
718K+ 1081.81% |
$58.1M - $61.5M
|
785K
$66M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
404KNew |
$32.7M - $34.6M
|
404K
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
343K+ 207.08% |
$27.8M - $29.4M
|
509K
$42.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
311KNew |
$25.2M - $26.6M
|
311K
$26.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
297KNew |
$24M - $25.4M
|
297K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
253KNew |
$20.5M - $21.7M
|
253K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 2.73% |
$18.5M - $19.6M
|
8.61M
$724M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
217KNew |
$17.5M - $18.6M
|
217K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
212K+ 1.12% |
$17.2M - $18.2M
|
19.1M
$1.61B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
196KNew |
$15.8M - $16.8M
|
196K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
190KNew |
$15.4M - $16.3M
|
190K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
183K+ 2.97% |
$14.8M - $15.7M
|
6.33M
$533M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 14.63% |
$13.3M - $14.1M
|
1.29M
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 10.68% |
$12.3M - $13M
|
1.58M
$133M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145K+ 20.87% |
$11.7M - $12.4M
|
838K
$70.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
142K+ 27.47% |
$11.5M - $12.2M
|
661K
$55.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
140K+ 7.14% |
$11.4M - $12M
|
2.11M
$177M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
137KNew |
$11.1M - $11.7M
|
137K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
127KNew |
$10.3M - $10.9M
|
127K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
120KNew |
$9.75M - $10.3M
|
120K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
115KNew |
$9.34M - $9.89M
|
115K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
115K+ 13.33% |
$9.32M - $9.87M
|
979K
$82.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
114KNew |
$9.26M - $9.8M
|
114K
$9.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
94.8KNew |
$7.67M - $8.12M
|
94.8K
$7.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
87.1KNew |
$7.05M - $7.46M
|
87.1K
$7.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
81.3KNew |
$6.58M - $6.96M
|
81.3K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
79.4KNew |
$6.43M - $6.8M
|
79.4K
$6.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
76.3KNew |
$6.17M - $6.54M
|
76.3K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.8K+ 12.08% |
$6.06M - $6.41M
|
694K
$58.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71.5K+ 48.02% |
$5.79M - $6.12M
|
220K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
59.4KNew |
$4.81M - $5.09M
|
59.4K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
56.2K+ 112.55% |
$4.55M - $4.81M
|
106K
$8.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.2K+ 56.41% |
$4.3M - $4.55M
|
147K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.9K+ 7.92% |
$4.28M - $4.53M
|
721K
$60.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.5K+ 10.29% |
$3.93M - $4.16M
|
520K
$43.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
48.3K+ 40.97% |
$3.91M - $4.13M
|
166K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
47.3K+ 16.14% |
$3.83M - $4.05M
|
340K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
46.9K+ 858.97% |
$3.79M - $4.02M
|
52.4K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.3KNew |
$3.75M - $3.97M
|
46.3K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6K+ 17.96% |
$3.69M - $3.91M
|
299K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.5K+ 3.07% |
$3.6M - $3.81M
|
1.49M
$126M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44K+ 68.13% |
$3.56M - $3.77M
|
109K
$9.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
43.5KNew |
$3.52M - $3.73M
|
43.5K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.2K+ 129.05% |
$3.49M - $3.7M
|
76.6K
$6.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 40.86% |
$3.13M - $3.31M
|
133K
$11.2M
|