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 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.68% |
$12.3K - $13.3K
|
9.54K
$806K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.19K- 2.43% |
$171K - $185K
|
87.9K
$7.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
968+ 5.34% |
$75.5K - $81.7K
|
19.1K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26K+ 22.51% |
$2.03M - $2.2M
|
142K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.26KNew |
$566K - $612K
|
7.26K
$613K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
13.7K+ 14.59% |
$1.07M - $1.15M
|
107K
$9.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.01% |
$78 - $84.4
|
9.7K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.38% |
$780 - $844
|
2.66K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
17.1KNew |
$1.33M - $1.44M
|
17.1K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-765- 4.66% |
$59.7K - $64.5K
|
15.7K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
317New |
$24.7K - $26.7K
|
317
$26.8K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.39% |
$1.95K - $2.11K
|
6.46K
$545K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.04% |
$312 - $337
|
10.6K
$894K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.34% |
$936 - $1.01K
|
3.55K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.4K+ 4.36% |
$1.04M - $1.13M
|
320K
$27M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-311- 67.46% |
$24.3K - $26.2K
|
150
$12.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.89K+ 9.18% |
$693K - $750K
|
106K
$8.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$36.4K - $39.4K
|
467
$39.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-588- 0.99% |
$45.9K - $49.6K
|
58.6K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
35K+ 18.42% |
$2.73M - $2.95M
|
225K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-100- 1.27% |
$7.8K - $8.44K
|
7.76K
$656K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-39.6K- 10.87% |
$3.09M - $3.34M
|
325K
$27.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
18.8K+ 21.59% |
$1.47M - $1.59M
|
106K
$8.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-295- 0.74% |
$23K - $24.9K
|
39.7K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 1.16% |
$7.33K - $7.93K
|
8K
$675K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
132+ 0.95% |
$10.3K - $11.1K
|
14.1K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.04K- 11.0% |
$159K - $172K
|
16.5K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.3K+ 23.1% |
$1.98M - $2.14M
|
135K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.57K+ 0.84% |
$434K - $470K
|
667K
$56.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
81+ 0.38% |
$6.32K - $6.83K
|
21.3K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 1.32% |
$22.8K - $24.6K
|
22.5K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-123- 0.45% |
$9.59K - $10.4K
|
27.3K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 58.33% |
$27.3K - $29.5K
|
250
$21.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
26.2K+ 4.96% |
$2.04M - $2.21M
|
554K
$46.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-240- 4.94% |
$18.7K - $20.2K
|
4.62K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 5.59% |
$1.12M - $1.21M
|
272K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.2K- 1.84% |
$171K - $185K
|
117K
$9.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
232+ 6.27% |
$18.1K - $19.6K
|
3.93K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-71.7K- 53.76% |
$5.59M - $6.05M
|
61.7K
$5.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.78K+ 13.84% |
$451K - $488K
|
47.6K
$4.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-808- 9.66% |
$63K - $68.2K
|
7.56K
$638K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.4K+ 36.06% |
$3.86M - $4.17M
|
187K
$15.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 48.21% |
$19K - $20.5K
|
747
$63.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$156 - $169
|
2.95K
$250K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
180New |
$14.6K - $15.4K
|
180
$15.2K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-103K- 18.1% |
$8.35M - $8.84M
|
467K
$39.4M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.9K+ 1.75% |
$720K - $762K
|
517K
$43.7M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-15.3K- 1.64% |
$1.24M - $1.31M
|
917K
$77.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4.21KNew |
$341K - $361K
|
4.21K
$356K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
5.14KNew |
$416K - $440K
|
5.14K
$434K
|
|