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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2K- 11.01% |
$162K - $171K
|
16.2K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.13K- 4.69% |
$173K - $183K
|
43.4K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.18K- 9.58% |
$177K - $187K
|
20.6K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.23K- 39.11% |
$180K - $191K
|
3.47K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 2.11% |
$193K - $204K
|
111K
$9.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 32.91% |
$193K - $205K
|
4.87K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.43K- 11.55% |
$196K - $208K
|
18.6K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.84K- 1.35% |
$230K - $243K
|
208K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.86K- 1.93% |
$231K - $245K
|
146K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 52.58% |
$235K - $249K
|
2.62K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 6.38% |
$259K - $274K
|
47K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.25K- 12.14% |
$263K - $279K
|
23.6K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.37K- 10.95% |
$273K - $289K
|
27.4K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 7.53% |
$275K - $291K
|
41.8K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 20.1% |
$277K - $294K
|
13.6K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 0.52% |
$300K - $318K
|
704K
$59.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.87K- 5.81% |
$313K - $331K
|
62.7K
$5.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.13K- 12.76% |
$334K - $354K
|
28.3K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.28K- 4.37% |
$346K - $366K
|
93.6K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 9.9% |
$374K - $396K
|
42.1K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.72K- 4.16% |
$382K - $404K
|
109K
$9.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.85K- 5.57% |
$392K - $415K
|
82.2K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.23K- 34.76% |
$423K - $448K
|
9.81K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-5.5K- 20.16% |
$445K - $471K
|
21.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.62K- 4.9% |
$455K - $482K
|
109K
$9.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-6K- 4.78% |
$485K - $514K
|
120K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6K- 5.77% |
$485K - $514K
|
97.9K
$8.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-6.19K- 10.24% |
$501K - $530K
|
54.2K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-6.62K- 4.2% |
$536K - $567K
|
151K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.69K- 5.39% |
$541K - $573K
|
117K
$9.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.9K- 30.12% |
$558K - $591K
|
16K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.95K- 2.71% |
$563K - $595K
|
249K
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 5.24% |
$593K - $627K
|
133K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.55K- 10.2% |
$611K - $647K
|
66.5K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.45K- 1.23% |
$683K - $723K
|
679K
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.72K- 23.51% |
$705K - $747K
|
28.4K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8.93K- 1.36% |
$723K - $765K
|
647K
$54.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.27K- 2.48% |
$751K - $794K
|
365K
$30.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.46K- 2.37% |
$765K - $810K
|
390K
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11.2K- 60.5% |
$910K - $963K
|
7.34K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 36.59% |
$944K - $999K
|
20.2K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.6K- 53.9% |
$1.02M - $1.08M
|
10.8K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 4.98% |
$1.03M - $1.09M
|
243K
$20.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13K- 15.91% |
$1.05M - $1.11M
|
68.6K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-16.1K- 34.61% |
$1.31M - $1.38M
|
30.5K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 4.59% |
$1.56M - $1.65M
|
400K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.3K- 1.02% |
$1.96M - $2.08M
|
2.36M
$199M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-24.4K- 4.65% |
$1.98M - $2.09M
|
501K
$42.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$2.08M - $2.2M
|
27
$2.28K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-29.1K- 3.31% |
$2.35M - $2.49M
|
849K
$71.6M
|