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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 31.07% |
$77.7K - $84.9K
|
4.53K
$381K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.66K+ 19.07% |
$337K - $368K
|
29.1K
$2.45M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
2.23K+ 3.89% |
$161K - $176K
|
59.4K
$5M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
5.48K+ 0.92% |
$396K - $433K
|
603K
$50.7M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-959- 23.9% |
$69.3K - $75.8K
|
3.05K
$257K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.03% |
$72.3 - $79
|
2.93K
$246K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-96- 0.76% |
$6.94K - $7.59K
|
12.5K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
2.52K+ 8.26% |
$182K - $199K
|
33K
$2.78M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.32% |
$79.6K - $87K
|
34.3K
$2.88M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.7K+ 6.56% |
$340K - $372K
|
76.4K
$6.42M
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.72K- 0.3% |
$124K - $136K
|
570K
$47.9M
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.97K- 3.92% |
$142K - $156K
|
48.2K
$4.06M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$72.3 - $79
|
3.66K
$307K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 21.7% |
$122K - $134K
|
9.48K
$797K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
190+ 1.39% |
$13.7K - $15K
|
13.8K
$1.16M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 2.07% |
$31.4K - $34.3K
|
21.4K
$1.8M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.56KNew |
$257K - $281K
|
3.56K
$299K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
142New |
$10.3K - $11.2K
|
142
$11.9K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-59.8K- 30.05% |
$4.32M - $4.72M
|
139K
$11.7M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
308+ 0.55% |
$22.3K - $24.3K
|
55.9K
$4.7M
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.68K+ 7.95% |
$483K - $528K
|
90.6K
$7.62M
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
60+ 1.41% |
$4.34K - $4.74K
|
4.33K
$364K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.2K- 13.71% |
$1.97M - $2.15M
|
171K
$14.4M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
681+ 7.39% |
$49.2K - $53.8K
|
9.9K
$832K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-171- 4.36% |
$12.4K - $13.5K
|
3.75K
$315K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.9K+ 49.26% |
$427K - $466K
|
17.9K
$1.5M
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
5.96K+ 32.79% |
$431K - $471K
|
24.1K
$2.03M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.92K+ 3.7% |
$284K - $310K
|
110K
$9.25M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35+ 0.25% |
$2.53K - $2.77K
|
13.9K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
545+ 6.46% |
$39.4K - $43.1K
|
8.98K
$755K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-674- 2.24% |
$48.7K - $53.3K
|
29.4K
$2.47M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47+ 4700.0% |
$3.4K - $3.71K
|
48
$4.03K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
33.4KNew |
$2.41M - $2.64M
|
33.4K
$2.81M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.57K+ 15.81% |
$186K - $203K
|
18.9K
$1.58M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
45.8K+ 18.32% |
$3.32M - $3.62M
|
296K
$24.9M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
118+ 14.84% |
$8.53K - $9.32K
|
913
$76.7K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.06K- 42.21% |
$366K - $400K
|
6.92K
$582K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
335+ 3.05% |
$24.2K - $26.5K
|
11.3K
$951K
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-11.8K- 6.63% |
$855K - $934K
|
167K
$14M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.68K- 2.39% |
$266K - $290K
|
150K
$12.6M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.2K+ 2.79% |
$1.67M - $1.83M
|
854K
$71.8M
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-11.2K- 6.27% |
$811K - $886K
|
168K
$14.1M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
11.3K+ 3.99% |
$814K - $890K
|
293K
$24.7M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.24K- 5.05% |
$89.7K - $98.1K
|
23.3K
$1.96M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.87K- 23.73% |
$135K - $148K
|
6K
$504K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-49.2K- 16.92% |
$3.55M - $3.88M
|
241K
$20.3M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 24.87% |
$10.1K - $11.1K
|
703
$59.1K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.67K+ 10.77% |
$555K - $606K
|
78.9K
$6.63M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.16K+ 3.12% |
$228K - $249K
|
104K
$8.76M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.61K+ 0.41% |
$116K - $127K
|
391K
$32.9M
|