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 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-77.8K- 15.29% |
$6.07M - $6.57M
|
431K
$36.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-271- 60.36% |
$21.1K - $22.9K
|
178
$15K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-476- 2.19% |
$37.1K - $40.2K
|
21.3K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
48K+ 176.19% |
$3.74M - $4.05M
|
75.2K
$6.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
94.2K+ 35.21% |
$7.35M - $7.95M
|
362K
$30.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-990- 7.26% |
$77.2K - $83.5K
|
12.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 0.43% |
$19.7K - $21.3K
|
59K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
405+ 13.79% |
$31.6K - $34.2K
|
3.34K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-606K- 81.78% |
$47.3M - $51.1M
|
135K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$6.32K - $6.83K
|
81
$6.84K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-169- 1.82% |
$13.2K - $14.3K
|
9.13K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 19.88% |
$19.9M - $21.6M
|
1.54M
$130M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-280- 40.64% |
$21.8K - $23.6K
|
409
$34.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-62- 0.66% |
$4.84K - $5.23K
|
9.3K
$786K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.97K+ 3.55% |
$154K - $166K
|
57.4K
$4.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-135- 0.73% |
$10.5K - $11.4K
|
18.4K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.6K- 5.91% |
$670K - $725K
|
137K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
15New |
$1.17K - $1.27K
|
15
$1.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.4K+ 31.86% |
$965K - $1.04M
|
51.2K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$234K - $253K
|
3K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.54K- 6.27% |
$120K - $130K
|
23K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
544+ 12.14% |
$42.4K - $45.9K
|
5.03K
$425K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
168New |
$13.1K - $14.2K
|
168
$14.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-244- 4.72% |
$19K - $20.6K
|
4.93K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-512- 3.58% |
$39.9K - $43.2K
|
13.8K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.41K+ 6.91% |
$422K - $457K
|
83.7K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 9.98% |
$112K - $121K
|
15.8K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.53% |
$3.9K - $4.22K
|
9.3K
$786K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$78 - $84.4
|
3.47K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.1K- 70.24% |
$1.88M - $2.03M
|
10.2K
$861K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19+ 0.37% |
$1.48K - $1.6K
|
5.13K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 18.28% |
$108K - $117K
|
8.94K
$755K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.03KNew |
$470K - $509K
|
6.03K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.44K- 0.66% |
$112K - $121K
|
217K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.5K- 37.45% |
$273K - $296K
|
5.85K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 3.05% |
$1.2M - $1.29M
|
519K
$43.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
624+ 2.16% |
$48.7K - $52.6K
|
29.6K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
459+ 9.33% |
$35.8K - $38.7K
|
5.38K
$454K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 0.08% |
$3.51K - $3.8K
|
55.1K
$4.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482+ 0.42% |
$37.6K - $40.7K
|
115K
$9.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-1.8K- 2.02% |
$140K - $152K
|
87.1K
$7.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.05K+ 3.01% |
$81.9K - $88.6K
|
35.9K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
161+ 1.94% |
$12.6K - $13.6K
|
8.47K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.03K+ 7.37% |
$393K - $425K
|
73.3K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.64K- 4.7% |
$128K - $139K
|
33.3K
$2.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.71K+ 7.78% |
$212K - $229K
|
37.6K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-7.58K- 13.98% |
$591K - $639K
|
46.6K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-166- 3.99% |
$12.9K - $14K
|
3.99K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.32K+ 72.89% |
$493K - $533K
|
15K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
739+ 15.42% |
$57.6K - $62.3K
|
5.53K
$467K
|