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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-341- 1.84% |
$25.9K - $28.4K
|
18.2K
$1.51M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-811- 1.33% |
$61.5K - $67.5K
|
60K
$5M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.95K- 49.76% |
$299K - $328K
|
3.99K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.87% |
$11.4K - $12.5K
|
2.93K
$244K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 3.48% |
$796K - $873K
|
291K
$24.2M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.9K+ 1.18% |
$448K - $491K
|
505K
$42.1M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-530- 4.74% |
$40.2K - $44.1K
|
10.6K
$887K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.86% |
$114K - $125K
|
79.7K
$6.64M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-170- 1.5% |
$12.9K - $14.1K
|
11.1K
$928K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18.1K+ 2.05% |
$1.37M - $1.5M
|
899K
$74.9M
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
31.8K+ 4.32% |
$2.41M - $2.65M
|
769K
$64M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 2.21% |
$19.2K - $21.1K
|
11.7K
$975K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$17.6K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5+ 0.09% |
$379 - $416
|
5.43K
$452K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 11.13% |
$9.66M - $10.6M
|
1.27M
$106M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
298New |
$22.6K - $24.8K
|
298
$24.8K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.29K+ 0.84% |
$553K - $607K
|
878K
$73.2M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.51K+ 3.44% |
$418K - $458K
|
166K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55K- 92.71% |
$4.18M - $4.58M
|
4.33K
$361K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.78KNew |
$362K - $397K
|
4.78K
$398K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
11+ 0.15% |
$835 - $915
|
7.2K
$600K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.61K- 3.5% |
$122K - $134K
|
44.4K
$3.7M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
279+ 5.63% |
$21.2K - $23.2K
|
5.24K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.04KNew |
$230K - $253K
|
3.04K
$253K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$818K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
78+ 1.07% |
$5.92K - $6.49K
|
7.35K
$613K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.4K+ 205.32% |
$4.81M - $5.27M
|
94.3K
$7.85M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.39K- 47.41% |
$257K - $282K
|
3.76K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$549K
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.19K+ 14.87% |
$318K - $349K
|
32.4K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.04K+ 5.36% |
$306K - $336K
|
79.3K
$6.61M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43.9K+ 723.44% |
$3.33M - $3.65M
|
49.9K
$4.16M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.6K- 2.35% |
$122K - $133K
|
66.5K
$5.54M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
61+ 2.22% |
$4.63K - $5.08K
|
2.81K
$234K
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.38K- 1.77% |
$181K - $198K
|
132K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16K- 6.53% |
$1.21M - $1.33M
|
229K
$19.1M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.3K- 3.01% |
$175K - $191K
|
74.1K
$6.17M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
204K+ 1.09% |
$15.5M - $17M
|
18.9M
$1.57B
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
37+ 0.27% |
$2.81K - $3.08K
|
13.9K
$1.16M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.37K+ 7.4% |
$180K - $197K
|
34.4K
$2.87M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.87K+ 1.9% |
$218K - $239K
|
154K
$12.8M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-29- 0.36% |
$2.2K - $2.41K
|
7.97K
$664K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.14K+ 9.39% |
$86.4K - $94.8K
|
13.3K
$1.11M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
616+ 5.63% |
$46.7K - $51.3K
|
11.6K
$963K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.11K+ 6.44% |
$540K - $592K
|
117K
$9.78M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837K+ 8.07% |
$63.5M - $69.6M
|
11.2M
$934M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.94K+ 58.71% |
$223K - $244K
|
7.93K
$661K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32KNew |
$100K - $110K
|
1.32K
$110K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-940- 65.41% |
$71.3K - $78.2K
|
497
$41.4K
|