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 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.95KNew |
$239K - $253K
|
2.95K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$233K - $246K
|
34.9K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.87KNew |
$232K - $246K
|
2.87K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.87K+ 44.3% |
$232K - $246K
|
9.35K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.85KNew |
$231K - $244K
|
2.85K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.72K+ 45.3% |
$220K - $233K
|
8.71K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.7K+ 4572.88% |
$218K - $231K
|
2.76K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.67KNew |
$216K - $228K
|
2.67K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.66KNew |
$215K - $228K
|
2.66K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.63KNew |
$213K - $225K
|
2.63K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$206K - $218K
|
2.55K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.54K+ 6.92% |
$206K - $218K
|
39.3K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53KNew |
$205K - $217K
|
2.53K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.53K+ 15.11% |
$205K - $216K
|
19.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.47K+ 15.76% |
$200K - $211K
|
18.1K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 11.87% |
$195K - $207K
|
22.7K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 63.59% |
$195K - $206K
|
6.19K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.39K+ 6.84% |
$193K - $205K
|
37.4K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.32K+ 15.67% |
$188K - $199K
|
17.1K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 2.6% |
$184K - $195K
|
90K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 2.26% |
$180K - $191K
|
101K
$8.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.21K+ 14.97% |
$178K - $189K
|
16.9K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$175K - $185K
|
2.16K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.15K+ 17.59% |
$174K - $185K
|
14.4K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 1.29% |
$170K - $180K
|
165K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.09K+ 1.68% |
$169K - $179K
|
127K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.07K+ 2.17% |
$168K - $177K
|
97.4K
$8.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.03K+ 2.69% |
$164K - $173K
|
77.4K
$6.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 10.43% |
$163K - $172K
|
21.3K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2K+ 0.93% |
$162K - $171K
|
218K
$18.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.97K+ 4.4% |
$160K - $169K
|
46.8K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.93K+ 3.72% |
$156K - $165K
|
53.7K
$4.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.9K+ 4.12% |
$154K - $163K
|
48K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.89K+ 19.85% |
$153K - $162K
|
11.4K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.82K+ 9.7% |
$147K - $156K
|
20.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.81K+ 26.34% |
$146K - $155K
|
8.67K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.64KNew |
$132K - $140K
|
1.64K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.63K+ 13.09% |
$132K - $140K
|
14.1K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.57K+ 43.38% |
$127K - $134K
|
5.17K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.55K+ 4.43% |
$125K - $133K
|
36.5K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 7.9% |
$123K - $130K
|
20.8K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.48K+ 26.24% |
$120K - $127K
|
7.13K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.47K+ 33.85% |
$119K - $125K
|
5.79K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.46K+ 1.9% |
$118K - $125K
|
78.3K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.45K+ 4.36% |
$118K - $125K
|
34.8K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 32.39% |
$113K - $120K
|
5.73K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.39K+ 17.39% |
$112K - $119K
|
9.36K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34K+ 2.36% |
$109K - $115K
|
58.3K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.33KNew |
$108K - $114K
|
1.33K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.26K+ 8.67% |
$102K - $108K
|
15.8K
$1.34M
|