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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-253- 0.04% |
$20.5K - $21.7K
|
572K
$45.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
145+ 0.63% |
$11.7K - $12.4K
|
23.1K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11K+ 1.29% |
$170K - $180K
|
165K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50- 0.98% |
$4.05K - $4.28K
|
5.04K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
10.2K+ 2.98% |
$822K - $870K
|
351K
$28M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
127+ 1.58% |
$10.3K - $10.9K
|
8.19K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-134- 0.44% |
$10.8K - $11.5K
|
30.4K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 5.45% |
$1.08M - $1.14M
|
257K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
672+ 89.84% |
$54.4K - $57.6K
|
1.42K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-49- 0.49% |
$3.97K - $4.2K
|
9.89K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.14% |
$971 - $1.03K
|
8.31K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.09K+ 1.68% |
$169K - $179K
|
127K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$243 - $257
|
1.27K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.89K+ 19.85% |
$153K - $162K
|
11.4K
$908K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.3K+ 61.31% |
$3.02M - $3.19M
|
98.1K
$7.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
38.7K+ 40.86% |
$3.13M - $3.31M
|
133K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.87KNew |
$232K - $246K
|
2.87K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
551+ 13.88% |
$44.6K - $47.2K
|
4.52K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71.5K+ 48.02% |
$5.79M - $6.12M
|
220K
$17.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2K+ 0.93% |
$162K - $171K
|
218K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.95K- 2.71% |
$563K - $595K
|
249K
$19.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.42% |
$890 - $942
|
2.62K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.85K- 5.57% |
$392K - $415K
|
82.2K
$6.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 0.51% |
$2.02K - $2.14K
|
4.86K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
7.01K+ 0.9% |
$568K - $601K
|
788K
$62.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-301- 0.09% |
$24.4K - $25.8K
|
331K
$26.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-13- 0.44% |
$1.05K - $1.11K
|
2.93K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.55K+ 4.43% |
$125K - $133K
|
36.5K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38.8K- 52.63% |
$3.14M - $3.32M
|
34.9K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-6.69K- 5.39% |
$541K - $573K
|
117K
$9.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 5.4% |
$87.5K - $92.6K
|
21.1K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
321+ 0.81% |
$26K - $27.5K
|
40K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.1K+ 5.87% |
$251K - $265K
|
55.9K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$4.86K - $5.14K
|
60
$4.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-300- 17.46% |
$24.3K - $25.7K
|
1.42K
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
331+ 4.27% |
$26.8K - $28.4K
|
8.09K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 5.0% |
$4.05K - $4.28K
|
950
$75.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 52.58% |
$235K - $249K
|
2.62K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.4K+ 83.22% |
$844K - $894K
|
23K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
8.37K+ 5.52% |
$677K - $717K
|
160K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2K- 11.01% |
$162K - $171K
|
16.2K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
714New |
$57.8K - $61.2K
|
714
$56.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 28.31% |
$16.1K - $17K
|
504
$40.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
19.3K+ 15.31% |
$1.56M - $1.65M
|
145K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
137KNew |
$11.1M - $11.7M
|
137K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.43K- 20.1% |
$277K - $294K
|
13.6K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.05K+ 1.11% |
$247K - $261K
|
277K
$22.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75+ 2.15% |
$6.07K - $6.42K
|
3.56K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
100+ 2.83% |
$8.09K - $8.57K
|
3.64K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
272+ 0.4% |
$22K - $23.3K
|
68.2K
$5.44M
|