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 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
13.2KNew |
$1.07M - $1.13M
|
13.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.8K+ 3.78% |
$1.03M - $1.1M
|
351K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
12.6K+ 105.57% |
$1.02M - $1.08M
|
24.5K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.5K+ 52.4% |
$1.01M - $1.07M
|
36.4K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.3K+ 247.03% |
$999K - $1.06M
|
17.3K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 3.96% |
$986K - $1.04M
|
320K
$27M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.9K+ 9.47% |
$966K - $1.02M
|
138K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
11.9K+ 297.44% |
$959K - $1.02M
|
15.8K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11.8KNew |
$951K - $1.01M
|
11.8K
$991K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 5.41% |
$907K - $961K
|
219K
$18.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8K+ 121.17% |
$872K - $923K
|
19.7K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.5KNew |
$852K - $902K
|
10.5K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 16.61% |
$848K - $898K
|
73.6K
$6.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2.07% |
$846K - $895K
|
515K
$43.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 12.08% |
$844K - $894K
|
96.8K
$8.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.4K+ 83.22% |
$844K - $894K
|
23K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 24.76% |
$838K - $887K
|
52.2K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.2K+ 2.98% |
$822K - $870K
|
351K
$29.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10.1K+ 6.23% |
$817K - $865K
|
172K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.73K+ 4.25% |
$787K - $833K
|
239K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.44K+ 202.64% |
$764K - $808K
|
14.1K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.06K+ 1.09% |
$733K - $776K
|
839K
$70.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.06K+ 33.59% |
$733K - $776K
|
36K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9K+ 4.37% |
$728K - $771K
|
215K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.84K+ 8.77% |
$716K - $757K
|
110K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
8.37K+ 5.52% |
$677K - $717K
|
160K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.97K+ 16.79% |
$645K - $683K
|
55.4K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.64K+ 4.67% |
$618K - $654K
|
171K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.5K+ 15.43% |
$607K - $642K
|
56.1K
$4.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.43K+ 87.43% |
$601K - $636K
|
15.9K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7.01K+ 0.9% |
$568K - $601K
|
788K
$66.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.9KNew |
$558K - $591K
|
6.9K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6.87K+ 5.82% |
$556K - $588K
|
125K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.81KNew |
$551K - $584K
|
6.81K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
6.79K+ 12.58% |
$549K - $582K
|
60.8K
$5.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.78K+ 6.46% |
$549K - $581K
|
112K
$9.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6.69K+ 186.57% |
$542K - $573K
|
10.3K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
6.69K+ 186.57% |
$542K - $573K
|
10.3K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.65K+ 2.55% |
$539K - $570K
|
268K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
6.43KNew |
$520K - $551K
|
6.43K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.33KNew |
$513K - $543K
|
6.33K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.31K+ 260.01% |
$511K - $541K
|
8.74K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.29KNew |
$509K - $539K
|
6.29K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.29K+ 7.93% |
$509K - $539K
|
85.6K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.28K+ 4.09% |
$508K - $538K
|
160K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 50.98% |
$508K - $537K
|
18.6K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$499K - $528K
|
6.17K
$520K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.95K+ 74.34% |
$481K - $509K
|
13.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 23.41% |
$457K - $484K
|
29.8K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.56K+ 10.18% |
$450K - $477K
|
60.2K
$5.07M
|