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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
212New |
$13.1K - $14.1K
|
212
$17.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.3K- 43.27% |
$639K - $689K
|
13.6K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
23.7KNew |
$1.46M - $1.58M
|
23.7K
$1.96M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-15.3K- 98.4% |
$910K - $973K
|
250
$20.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 22.61% |
$69.4K - $74.2K
|
4.01K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-424- 25.92% |
$25.2K - $26.9K
|
1.21K
$100K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$4.09K - $4.38K
|
69
$5.72K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
333New |
$19.8K - $21.1K
|
333
$27.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38New |
$2.25K - $2.41K
|
38
$3.15K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1KNew |
$59.3K - $63.4K
|
1K
$82.9K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
239New |
$14.2K - $15.2K
|
239
$19.8K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
3.6KNew |
$214K - $229K
|
3.6K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24K- 28.37% |
$1.42M - $1.52M
|
60.6K
$5.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$5.93K - $6.34K
|
100
$8.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.44KNew |
$85.4K - $91.3K
|
1.44K
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
935New |
$55.5K - $59.3K
|
935
$77.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 17.86% |
$59.3K - $63.4K
|
4.6K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-893- 15.45% |
$53K - $56.6K
|
4.89K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
331New |
$19.6K - $21K
|
331
$27.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
338New |
$20.1K - $21.4K
|
338
$28K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-240- 15.58% |
$14.2K - $15.2K
|
1.3K
$108K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.22KNew |
$191K - $204K
|
3.22K
$267K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.34KNew |
$183K - $212K
|
3.34K
$277K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-957- 20.8% |
$52.4K - $60.8K
|
3.64K
$302K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.39KNew |
$186K - $215K
|
3.39K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.27% |
$54.7 - $63.5
|
378
$31.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-510- 57.95% |
$27.9K - $32.4K
|
370
$30.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$54.7K - $63.5K
|
1K
$82.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$219 - $254
|
11.5K
$955K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$1.53K - $1.78K
|
56
$4.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
671New |
$36.7K - $42.6K
|
671
$55.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
71.2KNew |
$3.9M - $4.52M
|
71.2K
$5.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.05KNew |
$276K - $321K
|
5.05K
$419K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
505+ 9.17% |
$27.6K - $32.1K
|
6.01K
$498K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 5.02% |
$85K - $98.7K
|
29.4K
$2.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-560- 3.71% |
$30.6K - $35.6K
|
14.5K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$602K - $698K
|
11K
$911K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-317- 8.02% |
$17.3K - $20.1K
|
3.64K
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
12.1KNew |
$664K - $770K
|
12.1K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.39KNew |
$349K - $406K
|
6.39K
$529K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
180New |
$9.85K - $11.4K
|
180
$14.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
4.11KNew |
$225K - $261K
|
4.11K
$340K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
414New |
$22.6K - $26.3K
|
414
$34.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
106KNew |
$5.78M - $6.71M
|
106K
$8.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$85.9K - $99.7K
|
1.57K
$130K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.67KNew |
$256K - $297K
|
4.67K
$387K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$54.7 - $63.5
|
1
$82.9
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.9K+ 13.22% |
$1.09M - $1.26M
|
170K
$14.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
5.03KNew |
$275K - $319K
|
5.03K
$416K
|
|