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 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
272+ 7.0% |
$22K - $23.3K
|
4.16K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.14K+ 17.94% |
$92.1K - $97.5K
|
7.48K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
687+ 0.91% |
$55.6K - $58.8K
|
76.2K
$6.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 1.79% |
$30.3K - $32.1K
|
21.3K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
74+ 1.27% |
$5.99K - $6.34K
|
5.91K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.41K+ 63.59% |
$195K - $206K
|
6.19K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.03K+ 2.69% |
$164K - $173K
|
77.4K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.5K+ 4.59% |
$1.09M - $1.15M
|
307K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.23% |
$647 - $685
|
3.5K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6K- 5.77% |
$485K - $514K
|
97.9K
$8.12M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.12K
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
404KNew |
$32.7M - $34.6M
|
404K
$33.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-288- 6.01% |
$23.3K - $24.7K
|
4.5K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.2K+ 3.96% |
$986K - $1.04M
|
320K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
311KNew |
$25.2M - $26.6M
|
311K
$25.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-24.4K- 4.65% |
$1.98M - $2.09M
|
501K
$41.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.07K+ 2.17% |
$168K - $177K
|
97.4K
$8.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$162 - $171
|
477
$39.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-677- 1.29% |
$54.8K - $58K
|
51.7K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.36K- 4.73% |
$110K - $117K
|
27.4K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
34KNew |
$2.75M - $2.91M
|
34K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
24.3KNew |
$1.96M - $2.08M
|
24.3K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
74+ 0.53% |
$5.99K - $6.34K
|
14K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.02K+ 6.73% |
$82.8K - $87.6K
|
16.2K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-31.4K- 74.36% |
$2.54M - $2.69M
|
10.8K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.2K+ 13.93% |
$1.39M - $1.47M
|
140K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
145K+ 20.87% |
$11.7M - $12.4M
|
838K
$69.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-97- 3.02% |
$7.85K - $8.31K
|
3.12K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-986- 4.33% |
$79.8K - $84.5K
|
21.8K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27K+ 250.02% |
$2.18M - $2.31M
|
37.8K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38.1K+ 239.45% |
$3.08M - $3.26M
|
54K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
325+ 238.97% |
$26.3K - $27.8K
|
461
$38.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-581- 3.42% |
$47K - $49.8K
|
16.4K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.77KNew |
$305K - $323K
|
3.77K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.84K+ 8.77% |
$716K - $757K
|
110K
$9.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.81K+ 26.34% |
$146K - $155K
|
8.67K
$718K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
869+ 6.48% |
$70.3K - $74.4K
|
14.3K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
921+ 19.47% |
$74.5K - $78.9K
|
5.65K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.63K+ 34.01% |
$375K - $397K
|
18.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-375- 8.69% |
$30.3K - $32.1K
|
3.94K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
817+ 7.22% |
$66.1K - $70K
|
12.1K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.48KNew |
$363K - $384K
|
4.48K
$371K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-12.6K- 53.9% |
$1.02M - $1.08M
|
10.8K
$895K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-55.7K- 33.64% |
$4.5M - $4.77M
|
110K
$9.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
11.8KNew |
$951K - $1.01M
|
11.8K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-453- 7.44% |
$36.7K - $38.8K
|
5.64K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.27K- 2.48% |
$751K - $794K
|
365K
$30.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.17K+ 30.54% |
$94.5K - $100K
|
4.99K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
31K+ 61.71% |
$2.51M - $2.65M
|
81.1K
$6.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.82K+ 9.7% |
$147K - $156K
|
20.6K
$1.71M
|