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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.1K+ 239.45% |
$3.08M - $3.26M
|
54K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.4K+ 9.81% |
$3.03M - $3.2M
|
419K
$35.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 61.31% |
$3.02M - $3.19M
|
98.1K
$8.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34KNew |
$2.75M - $2.91M
|
34K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
33.6K+ 55.2% |
$2.72M - $2.88M
|
94.5K
$7.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32.8KNew |
$2.66M - $2.81M
|
32.8K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.6KNew |
$2.56M - $2.71M
|
31.6K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.5KNew |
$2.55M - $2.7M
|
31.5K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31K+ 61.71% |
$2.51M - $2.65M
|
81.1K
$6.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.9KNew |
$2.34M - $2.48M
|
28.9K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.7K+ 135.26% |
$2.32M - $2.46M
|
49.9K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.6K+ 2.14% |
$2.23M - $2.36M
|
1.32M
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.3K+ 11.58% |
$2.21M - $2.34M
|
263K
$22.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27K+ 250.02% |
$2.18M - $2.31M
|
37.8K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
25.6K+ 5.09% |
$2.07M - $2.19M
|
528K
$44.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24.3KNew |
$1.96M - $2.08M
|
24.3K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24K+ 9.26% |
$1.94M - $2.05M
|
283K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
23.7KNew |
$1.92M - $2.03M
|
23.7K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.5KNew |
$1.82M - $1.93M
|
22.5K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.4KNew |
$1.81M - $1.91M
|
22.4K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.1K+ 177.73% |
$1.79M - $1.89M
|
34.5K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
21.6KNew |
$1.75M - $1.85M
|
21.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.6K+ 5.76% |
$1.75M - $1.85M
|
396K
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
21.4K+ 46.38% |
$1.73M - $1.83M
|
67.4K
$5.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 121.99% |
$1.73M - $1.83M
|
38.8K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
21.2KNew |
$1.71M - $1.81M
|
21.2K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
20.8K+ 13.98% |
$1.69M - $1.79M
|
170K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
20.8K+ 3.24% |
$1.68M - $1.78M
|
661K
$55.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.3K+ 15.31% |
$1.56M - $1.65M
|
145K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19.1K+ 4.49% |
$1.54M - $1.63M
|
443K
$37.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.6KNew |
$1.51M - $1.59M
|
18.6K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
18.5K+ 2.4% |
$1.5M - $1.58M
|
787K
$66.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
18KNew |
$1.46M - $1.54M
|
18K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.8K+ 1.7% |
$1.44M - $1.53M
|
1.06M
$89.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
17.3K+ 1.92% |
$1.4M - $1.48M
|
917K
$77.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 13.93% |
$1.39M - $1.47M
|
140K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 3.36% |
$1.39M - $1.47M
|
527K
$44.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$1.31M - $1.39M
|
16.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16.1KNew |
$1.3M - $1.38M
|
16.1K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.29M - $1.37M
|
16K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.6K+ 12.11% |
$1.27M - $1.34M
|
145K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
15.3KNew |
$1.24M - $1.31M
|
15.3K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.8K+ 2.03% |
$1.19M - $1.26M
|
741K
$62.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 0.54% |
$1.18M - $1.25M
|
2.72M
$230M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 1.85% |
$1.15M - $1.22M
|
783K
$66M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.6K+ 3.55% |
$1.1M - $1.17M
|
398K
$33.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.6K+ 2.06% |
$1.1M - $1.17M
|
674K
$56.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.5K+ 4.59% |
$1.09M - $1.15M
|
307K
$25.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 5.45% |
$1.08M - $1.14M
|
257K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 13.05% |
$1.07M - $1.14M
|
115K
$9.69M
|