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 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
135New |
$9.76K - $10.7K
|
135
$11.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 25.99% |
$16.6K - $18.2K
|
1.12K
$93.7K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 35.48% |
$7.16K - $7.82K
|
180
$15.1K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-400- 43.24% |
$28.9K - $31.6K
|
525
$44.1K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-528- 14.1% |
$38.2K - $41.7K
|
3.22K
$270K
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
450K+ 87.3% |
$32.6M - $35.6M
|
966K
$81.2M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 5.76% |
$21.7K - $23.7K
|
4.91K
$412K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
610New |
$44.1K - $48.2K
|
610
$51.3K
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13- 0.48% |
$940 - $1.03K
|
2.7K
$227K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35.2K- 23.06% |
$2.45M - $2.69M
|
118K
$9.88M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.7K- 31.4% |
$1.37M - $1.5M
|
43K
$3.62M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
219+ 2.0% |
$15.2K - $16.7K
|
11.2K
$939K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
748New |
$52K - $57.1K
|
748
$62.9K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$222K - $244K
|
3.19K
$268K
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.72K+ 37.72% |
$329K - $360K
|
17.2K
$1.45M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.2KNew |
$1.27M - $1.39M
|
18.2K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
500+ 31.83% |
$34.8K - $38.2K
|
2.07K
$174K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.14KNew |
$149K - $163K
|
2.14K
$179K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102New |
$7.1K - $7.78K
|
102
$8.57K
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.1K+ 5.52% |
$76.4K - $83.9K
|
21K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.96K- 18.24% |
$206K - $226K
|
13.3K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
262New |
$18.2K - $20K
|
262
$22K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 78.38% |
$9.35M - $10.3M
|
37.1K
$3.12M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.5KNew |
$871K - $956K
|
12.5K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.6K+ 2.79% |
$1.36M - $1.5M
|
721K
$60.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
260K+ 63.47% |
$18.1M - $19.8M
|
669K
$56.2M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 20.94% |
$13.9K - $15.3K
|
755
$63.5K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.49K- 1.11% |
$591K - $648K
|
758K
$63.7M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$438K - $481K
|
6.3K
$530K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.36KNew |
$94.5K - $104K
|
1.36K
$114K
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
484+ 7.11% |
$33.7K - $36.9K
|
7.29K
$613K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.84KNew |
$198K - $217K
|
2.84K
$239K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.75KNew |
$261K - $286K
|
3.75K
$315K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 3.88% |
$1.81K - $1.98K
|
644
$54.1K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.98KNew |
$277K - $304K
|
3.98K
$335K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 12.91% |
$8.28K - $9.08K
|
803
$67.5K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.58KNew |
$110K - $121K
|
1.58K
$133K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.66K+ 343.45% |
$394K - $432K
|
7.31K
$614K
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
2.7KNew |
$188K - $206K
|
2.7K
$227K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.89% |
$69.6 - $76.3
|
113
$9.5K
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.69KNew |
$187K - $205K
|
2.69K
$226K
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-472- 14.3% |
$32.8K - $36K
|
2.83K
$238K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-130- 2.72% |
$9.04K - $9.92K
|
4.65K
$391K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.31K- 37.62% |
$161K - $177K
|
3.84K
$323K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
248+ 63.75% |
$17.3K - $18.9K
|
637
$53.5K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
48New |
$3.34K - $3.66K
|
48
$4.03K
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
475+ 13.92% |
$33K - $36.2K
|
3.89K
$327K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.26KNew |
$297K - $325K
|
4.26K
$358K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.93KNew |
$621K - $681K
|
8.93K
$750K
|