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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
23.7KNew |
$1.92M - $2.03M
|
23.7K
$1.89M
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.57K+ 43.38% |
$127K - $134K
|
5.17K
$412K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.31K+ 260.01% |
$511K - $541K
|
8.74K
$697K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.26K- 9.52% |
$102K - $108K
|
12K
$957K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
589+ 5.03% |
$47.7K - $50.5K
|
12.3K
$980K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-23- 0.45% |
$1.86K - $1.97K
|
5.11K
$407K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.8K+ 1.7% |
$1.44M - $1.53M
|
1.06M
$84.9M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-56.8K- 57.8% |
$4.6M - $4.87M
|
41.5K
$3.31M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
12.6K+ 105.57% |
$1.02M - $1.08M
|
24.5K
$1.95M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
267+ 1.95% |
$21.6K - $22.9K
|
13.9K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
57+ 0.01% |
$4.61K - $4.88K
|
402K
$32M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
51New |
$4.13K - $4.37K
|
51
$4.06K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
45.6K+ 17.96% |
$3.69M - $3.91M
|
299K
$23.9M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-4.13K- 12.76% |
$334K - $354K
|
28.3K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-50- 0.18% |
$4.05K - $4.28K
|
28K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
184+ 0.11% |
$14.9K - $15.8K
|
173K
$13.8M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.49K+ 0.43% |
$444K - $470K
|
1.28M
$102M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.61MNew |
$293M - $310M
|
3.61M
$288M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.29M - $1.37M
|
16K
$1.27M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-261- 2.09% |
$21.1K - $22.4K
|
12.2K
$974K
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
45+ 1.23% |
$3.64K - $3.85K
|
3.7K
$295K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-277- 1.28% |
$22.4K - $23.7K
|
21.4K
$1.71M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
962+ 6.42% |
$77.9K - $82.4K
|
16K
$1.27M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.6KNew |
$1.51M - $1.59M
|
18.6K
$1.48M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-64.1K- 6.77% |
$5.18M - $5.49M
|
882K
$70.3M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
6.81KNew |
$551K - $584K
|
6.81K
$543K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.55K+ 32.71% |
$287K - $304K
|
14.4K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.66K- 1.41% |
$134K - $142K
|
116K
$9.23M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53KNew |
$205K - $217K
|
2.53K
$202K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
626+ 4.48% |
$50.7K - $53.6K
|
14.6K
$1.16M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
876+ 23.3% |
$70.9K - $75K
|
4.64K
$369K
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-573- 0.27% |
$46.4K - $49.1K
|
215K
$17.1M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.19K+ 3.27% |
$258K - $273K
|
101K
$8.02M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$175K - $185K
|
2.16K
$172K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
18.5K+ 2.4% |
$1.5M - $1.58M
|
787K
$62.8M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.2K+ 56.41% |
$4.3M - $4.55M
|
147K
$11.7M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
32.8KNew |
$2.66M - $2.81M
|
32.8K
$2.62M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.21K+ 101.96% |
$421K - $446K
|
10.3K
$822K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109+ 4.89% |
$8.82K - $9.34K
|
2.34K
$186K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.11K+ 115.77% |
$333K - $352K
|
7.66K
$611K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.46K- 2.37% |
$765K - $810K
|
390K
$31.1M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$290K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
47.3K+ 16.14% |
$3.83M - $4.05M
|
340K
$27.1M
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
39+ 1.07% |
$3.16K - $3.34K
|
3.67K
$293K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-117- 1.78% |
$9.47K - $10K
|
6.45K
$514K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 0.25% |
$1.7K - $1.8K
|
8.36K
$667K
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-404- 12.5% |
$32.7K - $34.6K
|
2.83K
$225K
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
144+ 1.09% |
$11.7K - $12.3K
|
13.3K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
6.9KNew |
$558K - $591K
|
6.9K
$550K
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.53K+ 15.11% |
$205K - $216K
|
19.2K
$1.53M
|