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 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.02KClosed |
$54.1K - $58.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1KClosed |
$53K - $57.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-518Closed |
$27.5K - $29.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-800Closed |
$42.4K - $46K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-25Closed |
$1.33K - $1.44K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-300Closed |
$15.9K - $17.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.6KNew |
$244K - $265K
|
4.6K
$381K
|
|
|
May 03, 2021
Q1 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.25KClosed |
$119K - $129K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.28KClosed |
$227K - $246K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
241New |
$12.8K - $13.9K
|
241
$20K
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-586Closed |
$31.1K - $33.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.22KNew |
$58.2K - $65.8K
|
1.22K
$101K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400New |
$19.1K - $21.6K
|
400
$33.2K
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-25Closed |
$1.19K - $1.35K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6.45KClosed |
$308K - $348K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-525- 8.59% |
$25.1K - $28.3K
|
5.59K
$463K
|
|
|
Feb 09, 2021
Q4 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.67KClosed |
$175K - $198K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100Closed |
$4.77K - $5.4K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15K- 71.43% |
$716K - $809K
|
6K
$497K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-325- 63.11% |
$15.5K - $17.5K
|
190
$15.7K
|
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.25KNew |
$203K - $229K
|
4.25K
$352K
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-25Closed |
$1.14K - $1.29K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-34.5KClosed |
$1.57M - $1.79M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-14.4KClosed |
$655K - $746K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-48Closed |
$2.18K - $2.49K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.29KClosed |
$241K - $274K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.1KClosed |
$552K - $628K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-70Closed |
$3.19K - $3.62K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.2KClosed |
$464K - $528K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
S.A. Mason LLC
|
SELL
|
- |
-860Closed |
$39.1K - $44.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.24KClosed |
$46.3K - $58.3K
|
0
$0
|
|
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.9KClosed |
$596K - $751K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hya Advisors, Inc
|
BUY
|
- |
4.77KNew |
$178K - $225K
|
4.77K
$395K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.79KClosed |
$66.9K - $84.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.61KClosed |
$284K - $359K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-27.1KClosed |
$1.01M - $1.28M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.33KClosed |
$237K - $298K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.36KClosed |
$50.8K - $64.1K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-9KClosed |
$336K - $424K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25Closed |
$935 - $1.18K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.77KClosed |
$103K - $130K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.11KClosed |
$266K - $335K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
161New |
$6.02K - $7.59K
|
161
$13.3K
|
|
| Q1 2020 | |||||||
|
Dec 20, 2023
Q1 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.55KNew |
$85.8K - $127K
|
2.55K
$211K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 10.7% |
$1.38K - $2.04K
|
424
$35.1K
|
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36.9KClosed |
$1.24M - $1.83M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.48KClosed |
$151K - $222K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.65KClosed |
$89.2K - $132K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-6.47KClosed |
$218K - $321K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.25KClosed |
$75.8K - $112K
|
0
$0
|
|