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 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
75+ 1.26% |
$6.07K - $6.42K
|
6.01K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
721+ 23.78% |
$58.4K - $61.8K
|
3.75K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.37KNew |
$272K - $288K
|
3.37K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
297KNew |
$24M - $25.4M
|
297K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.5KNew |
$2.55M - $2.7M
|
31.5K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
428+ 299.3% |
$34.6K - $36.7K
|
571
$47.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162K- 82.5% |
$13.1M - $13.8M
|
34.3K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 2.8% |
$8.9K - $9.42K
|
4.04K
$336K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.3K- 80.36% |
$3.02M - $3.19M
|
9.11K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.72K- 4.16% |
$382K - $404K
|
109K
$9.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
150+ 3.14% |
$12.1K - $12.8K
|
4.93K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 121.99% |
$1.73M - $1.83M
|
38.8K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-758- 0.44% |
$61.3K - $64.9K
|
170K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-11- 0.23% |
$890 - $942
|
4.83K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.23K- 39.11% |
$180K - $191K
|
3.47K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
28.9KNew |
$2.34M - $2.48M
|
28.9K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$1.31M - $1.39M
|
16.2K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-12.8K- 4.98% |
$1.03M - $1.09M
|
243K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3KNew |
$243K - $257K
|
3K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.3K+ 13.05% |
$1.07M - $1.14M
|
115K
$9.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.37K- 10.95% |
$273K - $289K
|
27.4K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
83+ 36.56% |
$6.72K - $7.11K
|
310
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8.45K- 1.23% |
$683K - $723K
|
679K
$56.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
48.3K+ 40.97% |
$3.91M - $4.13M
|
166K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.25K- 12.14% |
$263K - $279K
|
23.6K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.15KNew |
$255K - $270K
|
3.15K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
223+ 1.14% |
$18K - $19.1K
|
19.8K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.86K+ 3.45% |
$312K - $331K
|
116K
$9.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.41% |
$162 - $171
|
494
$41.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-251- 0.42% |
$20.3K - $21.5K
|
59.2K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.1K+ 4.62% |
$89K - $94.2K
|
24.9K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-22- 0.53% |
$1.78K - $1.88K
|
4.11K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.86K- 1.93% |
$231K - $245K
|
146K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
4.62K+ 6.13% |
$373K - $395K
|
79.9K
$6.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
501New |
$40.5K - $42.9K
|
501
$41.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
53+ 0.08% |
$4.29K - $4.54K
|
68.3K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44K+ 68.13% |
$3.56M - $3.77M
|
109K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
272+ 7.0% |
$22K - $23.3K
|
4.16K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.14K+ 17.94% |
$92.1K - $97.5K
|
7.48K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
687+ 0.91% |
$55.6K - $58.8K
|
76.2K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 1.79% |
$30.3K - $32.1K
|
21.3K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
74+ 1.27% |
$5.99K - $6.34K
|
5.91K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 63.59% |
$195K - $206K
|
6.19K
$516K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.03K+ 2.69% |
$164K - $173K
|
77.4K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.5K+ 4.59% |
$1.09M - $1.15M
|
307K
$25.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.23% |
$647 - $685
|
3.5K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6K- 5.77% |
$485K - $514K
|
97.9K
$8.16M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
404KNew |
$32.7M - $34.6M
|
404K
$33.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-288- 6.01% |
$23.3K - $24.7K
|
4.5K
$375K
|