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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.5K+ 3.82% |
$1.4M - $1.54M
|
502K
$42.2M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63+ 14.69% |
$4.78K - $5.24K
|
492
$41.4K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51K- 3.37% |
$3.87M - $4.24M
|
1.46M
$123M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1- -0.0% |
$75.9 - $83.2
|
27.3K
$2.29M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
198+ 1.62% |
$15K - $16.5K
|
12.4K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
47+ 1.81% |
$3.57K - $3.91K
|
2.64K
$222K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
420+ 2.84% |
$31.9K - $34.9K
|
15.2K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.08K+ 52.03% |
$158K - $173K
|
6.09K
$512K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 47.28% |
$10.5K - $11.6K
|
155
$13K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.16% |
$152 - $166
|
1.26K
$106K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
439+ 13.85% |
$33.3K - $36.5K
|
3.61K
$303K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.07K+ 14.8% |
$233K - $256K
|
23.8K
$2M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$4.18M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.37K+ 35.33% |
$256K - $281K
|
12.9K
$1.09M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 23.63% |
$88.7K - $97.3K
|
6.12K
$514K
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-37.2K- 27.45% |
$2.82M - $3.1M
|
98.3K
$8.26M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-19- 0.39% |
$1.44K - $1.58K
|
4.84K
$407K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-964- 6.11% |
$73.1K - $80.2K
|
14.8K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
775+ 2.98% |
$58.8K - $64.5K
|
26.8K
$2.25M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.13K- 46.91% |
$541K - $593K
|
8.06K
$678K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$75.9 - $83.2
|
164
$13.8K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 225.24% |
$90.1K - $98.8K
|
1.71K
$144K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.45K+ 1.44% |
$186K - $204K
|
173K
$14.5M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.62K+ 4.21% |
$198K - $218K
|
64.7K
$5.44M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-92- 0.18% |
$6.98K - $7.66K
|
51.7K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.35K+ 8.02% |
$710K - $778K
|
126K
$10.6M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 77.09% |
$2.08M - $2.29M
|
63.1K
$5.3M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.95K- 7.86% |
$679K - $745K
|
105K
$8.82M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 12.32% |
$1.49M - $1.63M
|
140K
$11.8M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3K+ 1.11% |
$227K - $249K
|
274K
$23M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-673K- 24.72% |
$51.1M - $56M
|
2.05M
$172M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$103M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-86.1K- 34.48% |
$6.53M - $7.16M
|
164K
$13.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 0.85% |
$560K - $614K
|
864K
$72.6M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
7.19KNew |
$545K - $598K
|
7.19K
$604K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-205- 3.02% |
$15.6K - $17.1K
|
6.59K
$554K
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7+ 0.16% |
$531 - $582
|
4.45K
$374K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.99K+ 78.56% |
$455K - $499K
|
13.6K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.85K+ 51.86% |
$216K - $237K
|
8.34K
$701K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
209+ 2.63% |
$15.9K - $17.4K
|
8.14K
$684K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.2% |
$531 - $582
|
3.55K
$298K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11+ 0.38% |
$835 - $915
|
2.94K
$247K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
89+ 1.51% |
$6.75K - $7.41K
|
5.99K
$504K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50.2K+ 30.27% |
$3.81M - $4.17M
|
216K
$18.1M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-529- 6.62% |
$40.1K - $44K
|
7.46K
$627K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.2K- 16.82% |
$1.45M - $1.59M
|
94.7K
$7.96M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
415+ 13.3% |
$31.5K - $34.5K
|
3.54K
$297K
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-778- 1.92% |
$59K - $64.7K
|
39.6K
$3.33M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 3.61% |
$112K - $122K
|
42.3K
$3.55M
|