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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 1.96% |
$101K - $107K
|
64.8K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.23K+ 8.44% |
$99.9K - $106K
|
15.9K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.22K+ 0.41% |
$98.4K - $104K
|
295K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.2K+ 30.54% |
$97.3K - $103K
|
5.14K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.17K+ 30.54% |
$94.5K - $100K
|
4.99K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.14K+ 17.94% |
$92.1K - $97.5K
|
7.48K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1K+ 4.62% |
$89K - $94.2K
|
24.9K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.09K+ 6.16% |
$88K - $93.1K
|
18.7K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.09K+ 5.35% |
$88K - $93.1K
|
21.4K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 5.4% |
$87.5K - $92.6K
|
21.1K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.04K+ 30.62% |
$84.4K - $89.3K
|
4.45K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.02K+ 6.73% |
$82.8K - $87.6K
|
16.2K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.01K+ 7.27% |
$82.1K - $86.9K
|
15K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
994+ 12.53% |
$80.4K - $85.1K
|
8.93K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
966+ 2.8% |
$78.2K - $82.7K
|
35.4K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
965+ 14.65% |
$78.1K - $82.7K
|
7.55K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
964+ 0.52% |
$78K - $82.6K
|
185K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
962+ 6.42% |
$77.9K - $82.4K
|
16K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
953+ 9.26% |
$77.1K - $81.6K
|
11.2K
$948K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
921+ 19.47% |
$74.5K - $78.9K
|
5.65K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
896+ 6.73% |
$72.5K - $76.8K
|
14.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
881New |
$71.3K - $75.5K
|
881
$74.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
876+ 23.3% |
$70.9K - $75K
|
4.64K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 6.48% |
$70.3K - $74.4K
|
14.3K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
867+ 4.41% |
$70.2K - $74.3K
|
20.5K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
817+ 7.22% |
$66.1K - $70K
|
12.1K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
808+ 47.14% |
$65.4K - $69.2K
|
2.52K
$213K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
767+ 6.64% |
$62.1K - $65.7K
|
12.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
757New |
$61.3K - $64.8K
|
757
$63.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
734+ 8.68% |
$59.4K - $62.9K
|
9.19K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
721+ 23.78% |
$58.4K - $61.8K
|
3.75K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
717+ 3.41% |
$58K - $61.4K
|
21.8K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
715New |
$57.9K - $61.2K
|
715
$60.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
714New |
$57.8K - $61.2K
|
714
$60.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
700+ 4.87% |
$56.7K - $60K
|
15.1K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
689New |
$55.8K - $59K
|
689
$58.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
687+ 0.91% |
$55.6K - $58.8K
|
76.2K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
672+ 89.84% |
$54.4K - $57.6K
|
1.42K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
672+ 2.05% |
$54.4K - $57.6K
|
33.5K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 2.87% |
$52.6K - $55.7K
|
23.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
646New |
$52.3K - $55.3K
|
646
$54.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
626+ 4.48% |
$50.7K - $53.6K
|
14.6K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
622+ 9.24% |
$50.3K - $53.3K
|
7.36K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
616+ 9.82% |
$49.9K - $52.8K
|
6.89K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$50.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
589+ 5.03% |
$47.7K - $50.5K
|
12.3K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
573+ 23.7% |
$46.4K - $49.1K
|
2.99K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
551+ 13.88% |
$44.6K - $47.2K
|
4.52K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
527+ 1.46% |
$42.7K - $45.1K
|
36.6K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
514New |
$41.6K - $44K
|
514
$43.3K
|