Latest Institutional Transactions on Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Us Quality Divid (DGRW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.21K+ 101.96% |
$421K - $446K
|
10.3K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109+ 4.89% |
$8.82K - $9.34K
|
2.34K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.11K+ 115.77% |
$333K - $352K
|
7.66K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.46K- 2.37% |
$765K - $810K
|
390K
$32.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
47.3K+ 16.14% |
$3.83M - $4.05M
|
340K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
39+ 1.07% |
$3.16K - $3.34K
|
3.67K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-117- 1.78% |
$9.47K - $10K
|
6.45K
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 0.25% |
$1.7K - $1.8K
|
8.36K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-404- 12.5% |
$32.7K - $34.6K
|
2.83K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
144+ 1.09% |
$11.7K - $12.3K
|
13.3K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.9KNew |
$558K - $591K
|
6.9K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.53K+ 15.11% |
$205K - $216K
|
19.2K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.13K- 4.69% |
$173K - $183K
|
43.4K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-164- 1.02% |
$13.3K - $14K
|
15.9K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.04K- 0.36% |
$83.9K - $88.8K
|
286K
$23.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-290- 0.52% |
$23.5K - $24.8K
|
55.1K
$4.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 1.2% |
$8.58K - $9.08K
|
8.71K
$726K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 1.85% |
$1.15M - $1.22M
|
783K
$65.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.65K+ 2.55% |
$539K - $570K
|
268K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
81.3KNew |
$6.58M - $6.96M
|
81.3K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.87K+ 44.3% |
$232K - $246K
|
9.35K
$779K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 6.87% |
$105K - $111K
|
17.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-122- 3.99% |
$9.87K - $10.5K
|
2.94K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
10.4K+ 24.76% |
$838K - $887K
|
52.2K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-6.19K- 10.24% |
$501K - $530K
|
54.2K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
33+ 0.24% |
$2.67K - $2.83K
|
13.9K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$80.9 - $85.7
|
139K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.22K+ 0.41% |
$98.4K - $104K
|
295K
$24.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.9K- 0.65% |
$154K - $163K
|
290K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2K+ 5.41% |
$907K - $961K
|
219K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.12K+ 3.29% |
$252K - $267K
|
97.7K
$8.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$29.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
15.6K+ 12.11% |
$1.27M - $1.34M
|
145K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.33KNew |
$108K - $114K
|
1.33K
$111K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1K- 26.7% |
$80.9K - $85.7K
|
2.75K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 10.43% |
$163K - $172K
|
21.3K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27M+ 86.85% |
$103M - $109M
|
2.73M
$228M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.28K+ 2.6% |
$184K - $195K
|
90K
$7.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
63+ 1.11% |
$5.1K - $5.4K
|
5.72K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
20.8K+ 3.24% |
$1.68M - $1.78M
|
661K
$55.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
13+ 0.06% |
$1.05K - $1.11K
|
22.6K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.3K+ 247.03% |
$999K - $1.06M
|
17.3K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-117- 4.07% |
$9.47K - $10K
|
2.76K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-319- 36.21% |
$25.8K - $27.3K
|
562
$46.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.72K- 5.61% |
$139K - $148K
|
29K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 11.87% |
$195K - $207K
|
22.7K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 32.91% |
$193K - $205K
|
4.87K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
75+ 1.26% |
$6.07K - $6.42K
|
6.01K
$501K
|