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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
453KNew |
$24.4M - $28.6M
|
453K
$37.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$25K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
44.2KNew |
$2.38M - $2.79M
|
44.2K
$3.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.04% |
$29.3K - $34.3K
|
14K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21.3K+ 97.07% |
$1.15M - $1.34M
|
43.2K
$3.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.87KNew |
$208K - $244K
|
3.87K
$322K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.5KNew |
$4.02M - $4.7M
|
74.5K
$6.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-62- 1.61% |
$3.34K - $3.91K
|
3.78K
$315K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
669+ 12.55% |
$36.1K - $42.2K
|
6K
$500K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$18.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$18.8K
|
|
| Q2 2022 | |||||||
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-65.2K- 50.0% |
$3.61M - $4.21M
|
65.2K
$5.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.71KClosed |
$94.8K - $110K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-20.3KClosed |
$1.12M - $1.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106Closed |
$5.87K - $6.84K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.14K+ 18.89% |
$63.4K - $73.8K
|
7.2K
$600K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49KClosed |
$304K - $354K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.72KNew |
$261K - $304K
|
4.72K
$393K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-754Closed |
$41.8K - $48.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-152Closed |
$8.42K - $9.81K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
118New |
$6.54K - $7.62K
|
118
$9.83K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-350- 30.09% |
$19.4K - $22.6K
|
813
$67.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
398New |
$22.1K - $25.7K
|
398
$33.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.35KClosed |
$186K - $216K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-5.89KClosed |
$326K - $380K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$2.55K - $2.97K
|
46
$3.83K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 19.36% |
$581K - $677K
|
43.7K
$3.64M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-5.75KClosed |
$319K - $371K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-160Closed |
$8.87K - $10.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
225New |
$12.5K - $14.5K
|
225
$18.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$635K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3Closed |
$166 - $194
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.3KClosed |
$183K - $213K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.9KNew |
$105K - $123K
|
1.9K
$158K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
203+ 1.41% |
$11.3K - $13.1K
|
14.6K
$1.21M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-635Closed |
$35.2K - $41K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150New |
$9.01K - $9.93K
|
150
$12.5K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-190- 1.8% |
$11.4K - $12.6K
|
10.3K
$862K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.45K - $8.21K
|
124
$10.3K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-130Closed |
$7.81K - $8.61K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26.2KNew |
$1.57M - $1.73M
|
26.2K
$2.18M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-195- 33.62% |
$11.7K - $12.9K
|
385
$32.1K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.66KClosed |
$220K - $242K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-9.05KClosed |
$544K - $599K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-75- 18.75% |
$4.51K - $4.97K
|
325
$27.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-800Closed |
$48.1K - $53K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.57K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-23Closed |
$1.38K - $1.52K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.1KClosed |
$126K - $139K
|
0
$0
|
|