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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.22KNew |
$191K - $204K
|
3.22K
$286K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.34KNew |
$183K - $212K
|
3.34K
$296K
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.39KNew |
$186K - $215K
|
3.39K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.27% |
$54.7 - $63.5
|
378
$33.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$54.7K - $63.5K
|
1K
$88.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$219 - $254
|
11.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$1.53K - $1.78K
|
56
$4.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
671New |
$36.7K - $42.6K
|
671
$59.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
71.2KNew |
$3.9M - $4.52M
|
71.2K
$6.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.05KNew |
$276K - $321K
|
5.05K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
505+ 9.17% |
$27.6K - $32.1K
|
6.01K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-560- 3.71% |
$30.6K - $35.6K
|
14.5K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$602K - $698K
|
11K
$977K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-317- 8.02% |
$17.3K - $20.1K
|
3.64K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
12.1KNew |
$664K - $770K
|
12.1K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.39KNew |
$349K - $406K
|
6.39K
$567K
|
|
|
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
$16K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
4.11KNew |
$225K - $261K
|
4.11K
$365K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
414New |
$22.6K - $26.3K
|
414
$36.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
106KNew |
$5.78M - $6.71M
|
106K
$9.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$85.9K - $99.7K
|
1.57K
$139K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.67KNew |
$256K - $297K
|
4.67K
$415K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$54.7 - $63.5
|
1
$88.8
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.9K+ 13.22% |
$1.09M - $1.26M
|
170K
$15.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
5.03KNew |
$275K - $319K
|
5.03K
$446K
|
|
| Q3 2022 | |||||||
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104New |
$5.61K - $6.56K
|
104
$9.24K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-951- 14.83% |
$51.3K - $60K
|
5.46K
$485K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$26.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-95- 1.08% |
$5.12K - $5.99K
|
8.71K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
113+ 5.11% |
$6.09K - $7.13K
|
2.32K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3K- 61.94% |
$930K - $1.09M
|
10.6K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.91K+ 4.65% |
$103K - $121K
|
43K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.64K- 34.9% |
$304K - $355K
|
10.5K
$934K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.58K- 2.81% |
$193K - $226K
|
124K
$11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
685+ 0.33% |
$36.9K - $43.2K
|
211K
$18.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.4K - $1.64K
|
26
$2.31K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
869+ 3103.57% |
$46.8K - $54.8K
|
897
$79.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
453KNew |
$24.4M - $28.6M
|
453K
$40.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$26.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
44.2KNew |
$2.38M - $2.79M
|
44.2K
$3.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.04% |
$29.3K - $34.3K
|
14K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.87KNew |
$208K - $244K
|
3.87K
$343K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.5KNew |
$4.02M - $4.7M
|
74.5K
$6.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-62- 1.61% |
$3.34K - $3.91K
|
3.78K
$336K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
669+ 12.55% |
$36.1K - $42.2K
|
6K
$533K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$20.1K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$20.1K
|
|
| Q2 2022 | |||||||
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-65.2K- 50.0% |
$3.61M - $4.21M
|
65.2K
$5.79M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.71KClosed |
$94.8K - $110K
|
0
$0
|
|