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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47+ 0.64% |
$3.67K - $3.97K
|
7.35K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.15K+ 72.44% |
$324K - $350K
|
9.88K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
304New |
$23.7K - $25.6K
|
304
$27K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-239- 5.01% |
$18.6K - $20.2K
|
4.54K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
385New |
$30K - $32.5K
|
385
$34.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-508- 10.43% |
$39.6K - $42.9K
|
4.36K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-17- 0.37% |
$1.33K - $1.43K
|
4.54K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.04K- 98.74% |
$159K - $172K
|
26
$2.31K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
4.5KNew |
$351K - $380K
|
4.5K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-102- 6.08% |
$7.96K - $8.61K
|
1.58K
$140K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.37KNew |
$263K - $284K
|
3.37K
$299K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 42.99% |
$207K - $224K
|
3.52K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
27New |
$2.11K - $2.28K
|
27
$2.4K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.26K- 27.9% |
$98K - $106K
|
3.25K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
216New |
$16.8K - $18.2K
|
216
$19.2K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.9KNew |
$226K - $244K
|
2.9K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.48K- 26.24% |
$115K - $125K
|
4.16K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$6.32K - $6.83K
|
81
$7.19K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-280- 40.64% |
$21.8K - $23.6K
|
409
$36.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-62- 0.66% |
$4.84K - $5.23K
|
9.3K
$826K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
15New |
$1.17K - $1.27K
|
15
$1.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$234K - $253K
|
3K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
168New |
$13.1K - $14.2K
|
168
$14.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.53% |
$3.9K - $4.22K
|
9.3K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.1K- 70.24% |
$1.88M - $2.03M
|
10.2K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.41% |
$1.56K - $1.69K
|
4.81K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
340+ 340.0% |
$26.5K - $28.7K
|
440
$39.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
41New |
$3.2K - $3.46K
|
41
$3.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
48.1KNew |
$3.76M - $4.06M
|
48.1K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
42+ 26.58% |
$3.28K - $3.54K
|
200
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
72New |
$5.62K - $6.07K
|
72
$6.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-371- 80.48% |
$28.9K - $31.3K
|
90
$7.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-600- 11.39% |
$46.8K - $50.6K
|
4.67K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.6KNew |
$7.15M - $7.73M
|
91.6K
$8.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-119- 1.2% |
$9.28K - $10K
|
9.77K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.26KNew |
$566K - $612K
|
7.26K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.01% |
$78 - $84.4
|
9.7K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
317New |
$24.7K - $26.7K
|
317
$28.2K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.34% |
$936 - $1.01K
|
3.55K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$36.4K - $39.4K
|
467
$41.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-100- 1.27% |
$7.8K - $8.44K
|
7.76K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 58.33% |
$27.3K - $29.5K
|
250
$22.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
232+ 6.27% |
$18.1K - $19.6K
|
3.93K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 48.21% |
$19K - $20.5K
|
747
$66.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$156 - $169
|
2.95K
$262K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
55New |
$4.45K - $4.71K
|
55
$4.89K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
869New |
$70.3K - $74.4K
|
869
$77.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
180New |
$14.6K - $15.4K
|
180
$16K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-98- 3.18% |
$7.93K - $8.39K
|
2.98K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.25% |
$567 - $600
|
2.83K
$251K
|
|