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 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 74.36% |
$2.54M - $2.69M
|
10.8K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-33.2K- 39.99% |
$2.68M - $2.84M
|
49.8K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 80.36% |
$3.02M - $3.19M
|
9.11K
$768K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38.8K- 52.63% |
$3.14M - $3.32M
|
34.9K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.4K- 9.65% |
$3.43M - $3.63M
|
397K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.9K- 0.4% |
$3.8M - $4.02M
|
11.7M
$985M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-51.5K- 0.78% |
$4.17M - $4.41M
|
6.59M
$555M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-55.7K- 33.64% |
$4.5M - $4.77M
|
110K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-56.8K- 57.8% |
$4.6M - $4.87M
|
41.5K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-57K- 38.54% |
$4.61M - $4.88M
|
90.8K
$7.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64.1K- 6.77% |
$5.18M - $5.49M
|
882K
$74.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-119K- 71.99% |
$9.65M - $10.2M
|
46.4K
$3.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-122K- 79.07% |
$9.86M - $10.4M
|
32.2K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162K- 82.5% |
$13.1M - $13.8M
|
34.3K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-224K- 23.38% |
$18.1M - $19.2M
|
735K
$61.9M
|