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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
486K+ 102.89% |
$36.9M - $40.5M
|
959K
$79.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-155- 4.79% |
$11.8K - $12.9K
|
3.08K
$255K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-95.9K- 37.86% |
$7.28M - $7.98M
|
157K
$13.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19K+ 3.89% |
$1.44M - $1.58M
|
508K
$42.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.83K+ 6550.0% |
$746K - $818K
|
9.98K
$827K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.31K+ 5.57% |
$706K - $774K
|
176K
$14.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.32% |
$1.29K - $1.41K
|
5.4K
$448K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.68K+ 6.24% |
$659K - $723K
|
148K
$12.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.93K+ 735.48% |
$450K - $493K
|
6.73K
$558K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.75K- 1.57% |
$285K - $312K
|
236K
$19.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-465K- 6.55% |
$35.3M - $38.7M
|
6.64M
$550M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.21K+ 25.9% |
$319K - $350K
|
20.5K
$1.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 17.8% |
$148K - $162K
|
12.9K
$1.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
3.59KNew |
$272K - $299K
|
3.59K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$356K - $390K
|
4.69K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
726KNew |
$55.1M - $60.4M
|
726K
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.92K+ 250.53% |
$677K - $742K
|
12.5K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.71K- 60.09% |
$281K - $308K
|
2.46K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.03% |
$759 - $832
|
29K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
992+ 22.21% |
$75.3K - $82.5K
|
5.46K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
247+ 11.93% |
$18.7K - $20.6K
|
2.32K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 0.54% |
$974K - $1.07M
|
2.39M
$198M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.9K+ 3.86% |
$1.89M - $2.07M
|
668K
$55.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 1.73% |
$127K - $140K
|
98.5K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
334+ 5.62% |
$25.3K - $27.8K
|
6.27K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-209K- 86.22% |
$15.9M - $17.4M
|
33.5K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 32.2% |
$104K - $114K
|
5.65K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.06% |
$531 - $582
|
11K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
127K+ 33.19% |
$9.64M - $10.6M
|
510K
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.39K- 11.9% |
$105K - $116K
|
10.3K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.7K+ 4.88% |
$2.33M - $2.56M
|
660K
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-255- 81.21% |
$19.3K - $21.2K
|
59
$4.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165K+ 2.76% |
$12.6M - $13.8M
|
6.15M
$510M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.55K+ 6.03% |
$193K - $212K
|
44.8K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.9K+ 8.35% |
$2.19M - $2.4M
|
375K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.22K+ 9.62% |
$92.9K - $102K
|
14K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.96K+ 22.55% |
$377K - $413K
|
27K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 1.78% |
$15.6M - $17.1M
|
11.7M
$972M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 3.37% |
$20.7M - $22.7M
|
8.38M
$695M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
704+ 2.05% |
$53.4K - $58.6K
|
35K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.43K+ 7.23% |
$185K - $202K
|
36.1K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.88K+ 7.93% |
$370K - $406K
|
66.4K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 12.78% |
$124K - $136K
|
14.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
212+ 0.65% |
$16.1K - $17.6K
|
32.8K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4KNew |
$943K - $1.03M
|
12.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.79K+ 26.57% |
$743K - $815K
|
46.6K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
947+ 5.18% |
$71.9K - $78.8K
|
19.2K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.7K+ 4.44% |
$4.68M - $5.13M
|
1.45M
$120M
|