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 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13K- 15.91% |
$1.05M - $1.11M
|
68.6K
$5.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
965+ 14.65% |
$78.1K - $82.7K
|
7.55K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
25.6K+ 5.09% |
$2.07M - $2.19M
|
528K
$43.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 50.98% |
$508K - $537K
|
18.6K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.1K+ 177.73% |
$1.79M - $1.89M
|
34.5K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
115KNew |
$9.34M - $9.89M
|
115K
$9.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$49.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.55K+ 3.92% |
$287K - $304K
|
94.2K
$7.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-548- 5.96% |
$44.3K - $46.9K
|
8.65K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-375- 0.63% |
$30.3K - $32.1K
|
58.7K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
393+ 5.47% |
$31.8K - $33.7K
|
7.58K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
9.06K+ 1.09% |
$733K - $776K
|
839K
$69.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.75KNew |
$303K - $321K
|
3.75K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
327New |
$26.5K - $28K
|
327
$27.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.93K+ 3.72% |
$156K - $165K
|
53.7K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 14.58% |
$38.4K - $40.7K
|
3.73K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.21K+ 14.97% |
$178K - $189K
|
16.9K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.72K+ 45.3% |
$220K - $233K
|
8.71K
$722K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
346+ 7.78% |
$28K - $29.6K
|
4.79K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.47K+ 33.85% |
$119K - $125K
|
5.79K
$480K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
217KNew |
$17.5M - $18.6M
|
217K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.88K+ 8.99% |
$233K - $246K
|
34.9K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.32K- 21.58% |
$107K - $113K
|
4.8K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-249- 1.09% |
$20.2K - $21.3K
|
22.6K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.22% |
$567 - $600
|
3.13K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
18KNew |
$1.46M - $1.54M
|
18K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
158+ 1.48% |
$12.8K - $13.5K
|
10.9K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25.7K- 99.9% |
$2.08M - $2.2M
|
27
$2.24K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 16.61% |
$848K - $898K
|
73.6K
$6.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-879- 1.35% |
$71.1K - $75.3K
|
64.4K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
896+ 6.73% |
$72.5K - $76.8K
|
14.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
13.6K+ 3.55% |
$1.1M - $1.17M
|
398K
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.32K+ 15.67% |
$188K - $199K
|
17.1K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
84+ 0.4% |
$6.8K - $7.2K
|
21.2K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 9.9% |
$374K - $396K
|
42.1K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.2K+ 30.54% |
$97.3K - $103K
|
5.14K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
207+ 0.77% |
$16.8K - $17.7K
|
27.2K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.45K+ 4.36% |
$118K - $125K
|
34.8K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
225+ 1.72% |
$18.2K - $19.3K
|
13.3K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.4K- 7.53% |
$275K - $291K
|
41.8K
$3.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3K+ 11.23% |
$242K - $257K
|
29.7K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-119K- 71.99% |
$9.65M - $10.2M
|
46.4K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.47K+ 15.76% |
$200K - $211K
|
18.1K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 2.87% |
$52.6K - $55.7K
|
23.3K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
318+ 0.72% |
$25.7K - $27.2K
|
44.5K
$3.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105- 1.41% |
$8.5K - $8.99K
|
7.36K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.85KNew |
$231K - $244K
|
2.85K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
178+ 0.62% |
$14.4K - $15.2K
|
28.8K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.42% |
$890 - $942
|
2.65K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.37K+ 10.68% |
$354K - $374K
|
45.3K
$3.75M
|