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 |
|---|---|---|---|---|---|---|---|
|
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
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39KClosed |
$188K - $219K
|
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
$10.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-350- 30.09% |
$19.4K - $22.6K
|
813
$72.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
398New |
$22.1K - $25.7K
|
398
$35.4K
|
|
|
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
$4.09K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 19.36% |
$581K - $677K
|
43.7K
$3.88M
|
|
|
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
$20K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$677K
|
|
|
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
$169K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
203+ 1.41% |
$11.3K - $13.1K
|
14.6K
$1.29M
|
|
|
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
$13.3K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-190- 1.8% |
$11.4K - $12.6K
|
10.3K
$919K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.45K - $8.21K
|
124
$11K
|
|
|
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
$2.32M
|
|
|
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
$28.9K
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23KClosed |
$72.7K - $81.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.7K - $19.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
794New |
$46.8K - $52.4K
|
794
$70.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.52KClosed |
$208K - $232K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1KClosed |
$64.9K - $72.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
654New |
$38.6K - $43.2K
|
654
$58.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
409New |
$24.1K - $27K
|
409
$36.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-4.43KClosed |
$261K - $293K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11.9KClosed |
$702K - $786K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24KClosed |
$250K - $280K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.3KNew |
$195K - $218K
|
3.3K
$293K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.55KNew |
$268K - $300K
|
4.55K
$404K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30Closed |
$1.77K - $1.88K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.34KClosed |
$491K - $523K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-800Closed |
$47.1K - $50.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
402+ 10.94% |
$23.7K - $25.2K
|
4.08K
$362K
|
|