Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-400- 43.24% |
$28.9K - $31.6K
|
525
$41.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-244- 2.28% |
$17.6K - $19.3K
|
10.5K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-202- 1.71% |
$14.6K - $16K
|
11.6K
$924K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-183- 1.3% |
$13.2K - $14.5K
|
13.9K
$1.11M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-150- 1.83% |
$10.8K - $11.9K
|
8.07K
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 35.48% |
$7.16K - $7.82K
|
180
$14.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13- 0.48% |
$940 - $1.03K
|
2.7K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.6% |
$868 - $948
|
1.97K
$157K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.03% |
$72.3 - $79
|
2.93K
$233K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-213K- 97.51% |
$14.9M - $16.3M
|
5.46K
$435K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 78.38% |
$9.35M - $10.3M
|
37.1K
$2.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-101K- 96.41% |
$7.04M - $7.73M
|
3.77K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.49K- 1.11% |
$591K - $648K
|
758K
$60.4M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.96K- 18.24% |
$206K - $226K
|
13.3K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.69K- 14.98% |
$187K - $205K
|
15.3K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.31K- 37.62% |
$161K - $177K
|
3.84K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.96K- 95.84% |
$136K - $150K
|
85
$6.77K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 75.01% |
$94.6K - $104K
|
453
$36.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.33K- 8.16% |
$92.7K - $102K
|
15K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.3K- 25.55% |
$90.4K - $99.2K
|
3.79K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-870- 2.21% |
$60.5K - $66.4K
|
38.4K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 27.2% |
$47.3K - $51.9K
|
1.82K
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-400- 4.84% |
$27.8K - $30.5K
|
7.86K
$627K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-343- 9.93% |
$23.9K - $26.2K
|
3.11K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-224- 5.0% |
$15.6K - $17.1K
|
4.26K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 20.94% |
$13.9K - $15.3K
|
755
$60.2K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 12.91% |
$8.28K - $9.08K
|
803
$64K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-19- 0.55% |
$1.32K - $1.45K
|
3.45K
$275K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-9- 0.71% |
$626 - $687
|
1.26K
$101K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-75.7K- 98.41% |
$4.65M - $5.33M
|
1.22K
$97.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.29K- 6.01% |
$571K - $654K
|
145K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.33K- 25.07% |
$450K - $516K
|
21.9K
$1.75M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5KClosed |
$307K - $351K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.34K- 47.24% |
$205K - $235K
|
3.73K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-612- 1.12% |
$37.6K - $43.1K
|
54.2K
$4.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-596- 15.8% |
$36.6K - $41.9K
|
3.18K
$253K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-542- 6.02% |
$33.3K - $38.1K
|
8.46K
$674K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-285- 7.88% |
$17.5K - $20.1K
|
3.33K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 51.58% |
$9.03K - $10.3K
|
138
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-100- 42.19% |
$6.14K - $7.04K
|
137
$10.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-75- 50.0% |
$4.61K - $5.28K
|
75
$5.98K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-57- 1.49% |
$3.5K - $4.01K
|
3.77K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.18% |
$491 - $563
|
4.56K
$363K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.2K- 10.47% |
$2.48M - $2.69M
|
336K
$26.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-27.6K- 34.7% |
$1.74M - $1.89M
|
51.9K
$4.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.23K- 24.43% |
$141K - $153K
|
6.89K
$549K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 5.67% |
$100K - $108K
|
26.3K
$2.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.55K- 83.78% |
$98K - $106K
|
300
$23.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-972- 3.96% |
$61.5K - $66.6K
|
23.6K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-600- 5.45% |
$37.9K - $41.1K
|
10.4K
$829K
|
|