Latest Institutional Purchases of Wisdomtree Tr Us Quality Divid (DGRW)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Quality Divid (DGRW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
646New |
$52.3K - $55.3K
|
646
$57.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$52.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
573+ 23.7% |
$46.4K - $49.1K
|
2.99K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
514New |
$41.6K - $44K
|
514
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
459+ 13.92% |
$37.1K - $39.3K
|
3.76K
$334K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
381New |
$30.8K - $32.6K
|
381
$33.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$31.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
335+ 7.56% |
$27.1K - $28.7K
|
4.76K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
327New |
$26.5K - $28K
|
327
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
316New |
$25.6K - $27.1K
|
316
$28.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$18.1K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
180New |
$14.6K - $15.4K
|
180
$16K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
116New |
$9.39K - $9.94K
|
116
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.77K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 420.0% |
$8.5K - $8.99K
|
130
$11.5K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
55New |
$4.45K - $4.71K
|
55
$4.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 16.78% |
$4.05K - $4.28K
|
348
$30.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.25% |
$567 - $600
|
2.83K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$323K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16.9KNew |
$1.28M - $1.41M
|
16.9K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$873K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.38K+ 136.15% |
$332K - $364K
|
7.59K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.45KNew |
$262K - $287K
|
3.45K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $248K
|
2.98K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$193K - $212K
|
2.54K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$192K - $210K
|
2.53K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 8.15% |
$178K - $195K
|
31K
$2.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.29K+ 5.4% |
$98.2K - $108K
|
25.2K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.06KNew |
$80.4K - $88.1K
|
1.06K
$94.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
413New |
$31.3K - $34.4K
|
413
$36.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
346+ 1.53% |
$26.3K - $28.8K
|
23K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$585K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
227+ 2.53% |
$17.2K - $18.9K
|
9.18K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$6.6K - $7.24K
|
87
$7.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$3.72K - $4.08K
|
49
$4.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30New |
$2.28K - $2.5K
|
30
$2.66K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$835 - $915
|
7.27K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.88% |
$75.9 - $83.2
|
114
$10.1K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
253K+ 437.8% |
$18.3M - $20M
|
311K
$27.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
202KNew |
$14.6M - $15.9M
|
202K
$17.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
165K+ 79.62% |
$11.9M - $13M
|
371K
$33M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13K+ 1.83% |
$938K - $1.03M
|
722K
$64.1M
|
|