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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.55K+ 139.25% |
$449K - $476K
|
9.54K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.49K+ 0.43% |
$444K - $470K
|
1.28M
$108M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.3KNew |
$429K - $454K
|
5.3K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.26K+ 49.32% |
$426K - $451K
|
15.9K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.21K+ 101.96% |
$421K - $446K
|
10.3K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.14K+ 4.8% |
$416K - $440K
|
112K
$9.46M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.91KNew |
$398K - $421K
|
4.91K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.91K+ 6.16% |
$398K - $421K
|
84.6K
$7.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.77K+ 40.93% |
$386K - $408K
|
16.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.76K+ 0.95% |
$385K - $407K
|
503K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.7K+ 1.24% |
$380K - $403K
|
384K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.63K+ 34.01% |
$375K - $397K
|
18.2K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
4.62K+ 6.13% |
$373K - $395K
|
79.9K
$6.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.48KNew |
$363K - $384K
|
4.48K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.45KNew |
$360K - $381K
|
4.45K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.43KNew |
$358K - $379K
|
4.43K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.37K+ 10.68% |
$354K - $374K
|
45.3K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 33.34% |
$348K - $368K
|
17.2K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.22KNew |
$342K - $362K
|
4.22K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.11K+ 115.77% |
$333K - $352K
|
7.66K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.97K+ 19.42% |
$322K - $340K
|
24.4K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 19.72% |
$316K - $335K
|
23.7K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.89K+ 62.16% |
$314K - $333K
|
10.1K
$855K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.86K+ 3.45% |
$312K - $331K
|
116K
$9.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$312K - $330K
|
3.85K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.79K+ 7.79% |
$306K - $324K
|
52.4K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.77KNew |
$305K - $323K
|
3.77K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.75KNew |
$303K - $321K
|
3.75K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.67K+ 7.37% |
$297K - $315K
|
53.5K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 3.63% |
$289K - $306K
|
102K
$8.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.55K+ 3.92% |
$287K - $304K
|
94.2K
$7.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.55K+ 32.71% |
$287K - $304K
|
14.4K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.46K+ 3.12% |
$280K - $296K
|
114K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.45K+ 97.32% |
$279K - $295K
|
6.99K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.37KNew |
$272K - $288K
|
3.37K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.3KNew |
$267K - $282K
|
3.3K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.29K+ 53.9% |
$266K - $282K
|
9.39K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.29K+ 37.3% |
$266K - $281K
|
12.1K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.19K+ 3.27% |
$258K - $273K
|
101K
$8.49M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.15KNew |
$255K - $270K
|
3.15K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.12K+ 3.29% |
$252K - $267K
|
97.7K
$8.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.1KNew |
$251K - $266K
|
3.1K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.1K+ 29.14% |
$251K - $266K
|
13.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 5.87% |
$251K - $265K
|
55.9K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.05K+ 1.11% |
$247K - $261K
|
277K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.01K+ 16.57% |
$243K - $258K
|
21.2K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3KNew |
$243K - $257K
|
3K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3K+ 11.23% |
$242K - $257K
|
29.7K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$242K - $256K
|
2.99K
$252K
|