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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.1K+ 21.18% |
$476K - $514K
|
34.9K
$2.62M
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-119- 1.2% |
$9.28K - $10K
|
9.77K
$735K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
784+ 3.15% |
$61.2K - $66.1K
|
25.7K
$1.93M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 24.87% |
$97.7K - $106K
|
6.29K
$473K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.68% |
$12.3K - $13.3K
|
9.54K
$717K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.19K- 2.43% |
$171K - $185K
|
87.9K
$6.61M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
968+ 5.34% |
$75.5K - $81.7K
|
19.1K
$1.44M
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26K+ 22.51% |
$2.03M - $2.2M
|
142K
$10.7M
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.4K+ 6.88% |
$887K - $959K
|
177K
$13.3M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.26KNew |
$566K - $612K
|
7.26K
$546K
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
13.7K+ 14.59% |
$1.07M - $1.15M
|
107K
$8.07M
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.01% |
$78 - $84.4
|
9.7K
$729K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-398K- 57.38% |
$31.1M - $33.6M
|
296K
$22.2M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.38% |
$780 - $844
|
2.66K
$200K
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
847+ 59.65% |
$66.1K - $71.5K
|
2.27K
$171K
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
17.1KNew |
$1.33M - $1.44M
|
17.1K
$1.29M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-765- 4.66% |
$59.7K - $64.5K
|
15.7K
$1.18M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
317New |
$24.7K - $26.7K
|
317
$23.8K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-653- 20.56% |
$50.9K - $55.1K
|
2.52K
$190K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.39% |
$1.95K - $2.11K
|
6.46K
$486K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-706- 1.03% |
$55.1K - $59.6K
|
67.5K
$5.08M
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 1.02% |
$10.2K - $11.1K
|
13K
$977K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 1.69% |
$1.57M - $1.7M
|
1.21M
$91.1M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.04% |
$312 - $337
|
10.6K
$796K
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
13K+ 149.74% |
$1.02M - $1.1M
|
21.8K
$1.64M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.34% |
$936 - $1.01K
|
3.55K
$267K
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.4K+ 4.36% |
$1.04M - $1.13M
|
320K
$24.1M
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$234 - $253
|
1.27K
$95.5K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-311- 67.46% |
$24.3K - $26.2K
|
150
$11.3K
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
17.5KNew |
$1.37M - $1.48M
|
17.5K
$1.32M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.89K+ 9.18% |
$693K - $750K
|
106K
$7.95M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$36.4K - $39.4K
|
467
$35.1K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-305- 1.03% |
$23.8K - $25.7K
|
29.4K
$2.21M
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
19.8K+ 13.65% |
$1.54M - $1.67M
|
165K
$12.4M
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.87K- 7.11% |
$146K - $158K
|
24.4K
$1.84M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-588- 0.99% |
$45.9K - $49.6K
|
58.6K
$4.41M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.6KNew |
$3.64M - $3.94M
|
46.6K
$3.51M
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-465- 2.87% |
$36.3K - $39.2K
|
15.7K
$1.18M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
630+ 5.8% |
$49.1K - $53.2K
|
11.5K
$864K
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
35K+ 18.42% |
$2.73M - $2.95M
|
225K
$16.9M
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-51- 0.62% |
$3.98K - $4.3K
|
8.14K
$612K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-183- 0.11% |
$14.3K - $15.4K
|
170K
$12.8M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-100- 1.27% |
$7.8K - $8.44K
|
7.76K
$584K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-39.6K- 10.87% |
$3.09M - $3.34M
|
325K
$24.5M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.2K+ 70.63% |
$405K - $438K
|
12.6K
$944K
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
18.8K+ 21.59% |
$1.47M - $1.59M
|
106K
$7.97M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.17K - $1.27K
|
13.3K
$1M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-113- 0.4% |
$8.81K - $9.53K
|
28K
$2.11M
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.71K- 2.66% |
$134K - $145K
|
62.7K
$4.72M
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
177KNew |
$13.8M - $15M
|
177K
$13.3M
|