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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-543- 0.78% |
$34.3K - $37.2K
|
69.1K
$5.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.23K+ 20.16% |
$77.5K - $84K
|
7.31K
$609K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-505- 73.94% |
$31.9K - $34.6K
|
178
$14.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-27.6K- 34.7% |
$1.74M - $1.89M
|
51.9K
$4.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.4% |
$1.52K - $1.64K
|
6.01K
$500K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.62K+ 146.96% |
$419K - $453K
|
11.1K
$927K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 7.41% |
$18.8K - $20.4K
|
3.73K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170New |
$10.7K - $11.6K
|
170
$14.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
25+ 0.46% |
$1.58K - $1.71K
|
5.43K
$452K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-218- 8.5% |
$13.8K - $14.9K
|
2.35K
$196K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 5.67% |
$100K - $108K
|
26.3K
$2.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
300+ 9.88% |
$19K - $20.6K
|
3.34K
$278K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
667New |
$42.2K - $45.7K
|
667
$55.6K
|
|
| Q2 2023 | |||||||
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-27.3K- 86.09% |
$1.69M - $1.82M
|
4.42K
$368K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72New |
$4.45K - $4.8K
|
72
$6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.6K+ 4267.21% |
$161K - $174K
|
2.66K
$222K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
271+ 2.01% |
$16.8K - $18.1K
|
13.7K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.11KNew |
$192K - $207K
|
3.11K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
62+ 1.25% |
$3.84K - $4.13K
|
5.02K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$754K - $813K
|
12.2K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 0.18% |
$3.65K - $3.93K
|
33.5K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
735+ 13.89% |
$45.5K - $49K
|
6.03K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
184KNew |
$11.4M - $12.3M
|
184K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-712- 5.23% |
$44K - $47.5K
|
12.9K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$61.9 - $66.7
|
52
$4.33K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-43- 2.68% |
$2.66K - $2.87K
|
1.56K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.94K- 13.75% |
$182K - $196K
|
18.4K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
362New |
$22.4K - $24.1K
|
362
$30.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
22.6KNew |
$1.4M - $1.51M
|
22.6K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-74.5K- 94.29% |
$4.61M - $4.96M
|
4.51K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
160+ 15.17% |
$9.9K - $10.7K
|
1.22K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
268New |
$16.6K - $17.9K
|
268
$22.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-386- 4.43% |
$23.9K - $25.7K
|
8.33K
$694K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2New |
$124 - $133
|
2
$167
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-195- 5.99% |
$12.1K - $13K
|
3.06K
$255K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.4KNew |
$704K - $758K
|
11.4K
$948K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.4KNew |
$704K - $758K
|
11.4K
$948K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.59KNew |
$222K - $240K
|
3.59K
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
212New |
$13.1K - $14.1K
|
212
$17.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.3K- 43.27% |
$639K - $689K
|
13.6K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
23.7KNew |
$1.46M - $1.58M
|
23.7K
$1.97M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-15.3K- 98.4% |
$910K - $973K
|
250
$20.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 22.61% |
$69.4K - $74.2K
|
4.01K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-424- 25.92% |
$25.2K - $26.9K
|
1.21K
$101K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$4.09K - $4.38K
|
69
$5.75K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
333New |
$19.8K - $21.1K
|
333
$27.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38New |
$2.25K - $2.41K
|
38
$3.17K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1KNew |
$59.3K - $63.4K
|
1K
$83.3K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
239New |
$14.2K - $15.2K
|
239
$19.9K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3.6KNew |
$214K - $229K
|
3.6K
$300K
|
|