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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.3K+ 23.1% |
$1.98M - $2.14M
|
135K
$10.7M
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-598- 0.18% |
$46.6K - $50.5K
|
330K
$26.1M
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
950+ 0.81% |
$74.1K - $80.2K
|
118K
$9.36M
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14K+ 11.24% |
$1.09M - $1.18M
|
139K
$11M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.57K+ 0.84% |
$434K - $470K
|
667K
$52.7M
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
81+ 0.38% |
$6.32K - $6.83K
|
21.3K
$1.69M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-5.04K- 0.64% |
$393K - $426K
|
783K
$61.9M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
635+ 3.01% |
$49.5K - $53.6K
|
21.8K
$1.72M
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
145+ 1.52% |
$11.3K - $12.2K
|
9.66K
$764K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 1.32% |
$22.8K - $24.6K
|
22.5K
$1.78M
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-123- 0.45% |
$9.59K - $10.4K
|
27.3K
$2.16M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 58.33% |
$27.3K - $29.5K
|
250
$19.8K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
26.2K+ 4.96% |
$2.04M - $2.21M
|
554K
$43.8M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-37.3K- 17.1% |
$2.91M - $3.14M
|
181K
$14.3M
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-240- 4.94% |
$18.7K - $20.2K
|
4.62K
$365K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 5.59% |
$1.12M - $1.21M
|
272K
$21.5M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
135+ 1.64% |
$10.5K - $11.4K
|
8.35K
$661K
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-247- 1.07% |
$19.3K - $20.8K
|
22.9K
$1.81M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-39.1K- 5.76% |
$3.05M - $3.3M
|
640K
$50.6M
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
206+ 3.07% |
$16.1K - $17.4K
|
6.91K
$547K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
800+ 1333.33% |
$62.4K - $67.5K
|
860
$68K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.2K- 1.84% |
$171K - $185K
|
117K
$9.28M
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-2.34K- 0.85% |
$183K - $198K
|
274K
$21.7M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.15KNew |
$714K - $772K
|
9.15K
$724K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.8K+ 51.42% |
$921K - $996K
|
34.8K
$2.75M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
232+ 6.27% |
$18.1K - $19.6K
|
3.93K
$311K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.9KNew |
$226K - $245K
|
2.9K
$229K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 0.33% |
$3.2K - $3.46K
|
12.4K
$978K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-74- 7.79% |
$5.77K - $6.24K
|
876
$69.3K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$303K - $328K
|
3.88K
$307K
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-2.11K- 2.6% |
$165K - $178K
|
79.1K
$6.26M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-375- 6.23% |
$29.3K - $31.6K
|
5.64K
$446K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-998- 4.06% |
$77.8K - $84.2K
|
23.6K
$1.87M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56.5K+ 209114.81% |
$4.4M - $4.76M
|
56.5K
$4.47M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-34.6K- 30.01% |
$2.7M - $2.92M
|
80.8K
$6.39M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 0.8% |
$3.59K - $3.88K
|
5.76K
$456K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.21% |
$78 - $84.4
|
478
$37.8K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.52K+ 9.23% |
$118K - $128K
|
17.9K
$1.42M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.47K- 15.56% |
$582K - $630K
|
40.5K
$3.21M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-71.7K- 53.76% |
$5.59M - $6.05M
|
61.7K
$4.88M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.78K+ 13.84% |
$451K - $488K
|
47.6K
$3.76M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-808- 9.66% |
$63K - $68.2K
|
7.56K
$598K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-870- 1.96% |
$67.9K - $73.4K
|
43.6K
$3.45M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.4K+ 36.06% |
$3.86M - $4.17M
|
187K
$14.8M
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.85K+ 0.97% |
$222K - $241K
|
296K
$23.4M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
79.4K+ 36.03% |
$6.19M - $6.7M
|
300K
$23.7M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 48.21% |
$19K - $20.5K
|
747
$59.1K
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31.6K+ 10738.1% |
$2.46M - $2.66M
|
31.9K
$2.52M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$156 - $169
|
2.95K
$234K
|
|
Q4 2024 | |||||||
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
27.4K+ 153.43% |
$2.22M - $2.35M
|
45.3K
$3.58M
|