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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
9+ 0.15% |
$728 - $771
|
6.02K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-49- 9.61% |
$3.97K - $4.2K
|
461
$36.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 5.44% |
$114K - $121K
|
24.6K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.04K+ 30.62% |
$84.4K - $89.3K
|
4.45K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-281- 4.0% |
$22.7K - $24.1K
|
6.74K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
142K+ 27.47% |
$11.5M - $12.2M
|
661K
$52.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.8K- 6.01% |
$146K - $154K
|
28.1K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.09K+ 6.16% |
$88K - $93.1K
|
18.7K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-78- 1.06% |
$6.31K - $6.68K
|
7.29K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
190KNew |
$15.4M - $16.3M
|
190K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.95KNew |
$239K - $253K
|
2.95K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 420.0% |
$8.5K - $8.99K
|
130
$10.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-9- 8.65% |
$728 - $771
|
95
$7.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
396+ 4.41% |
$32K - $33.9K
|
9.38K
$745K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-146- 3.8% |
$11.8K - $12.5K
|
3.7K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-474- 15.38% |
$38.4K - $40.6K
|
2.61K
$207K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.95K+ 74.34% |
$481K - $509K
|
13.9K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-95- 0.03% |
$7.69K - $8.14K
|
293K
$23.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.9K+ 4.12% |
$154K - $163K
|
48K
$3.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-72- 0.56% |
$5.83K - $6.17K
|
12.9K
$1.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.77K+ 40.93% |
$386K - $408K
|
16.4K
$1.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$16.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.08K- 10.15% |
$87.5K - $92.6K
|
9.57K
$760K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 5.8% |
$21.2K - $22.4K
|
4.78K
$380K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
335+ 7.56% |
$27.1K - $28.7K
|
4.76K
$379K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
767+ 6.64% |
$62.1K - $65.7K
|
12.3K
$979K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
381New |
$30.8K - $32.6K
|
381
$30.3K
|
|
| Q3 2024 | |||||||
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19K+ 3.89% |
$1.44M - $1.58M
|
508K
$40.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.31K+ 5.57% |
$706K - $774K
|
176K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.06% |
$531 - $582
|
11K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $248K
|
2.98K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
75+ 0.34% |
$5.69K - $6.24K
|
21.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
542+ 9.42% |
$41.1K - $45.1K
|
6.29K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.88% |
$75.9 - $83.2
|
114
$9.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$3.72K - $4.08K
|
49
$3.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35K+ 190.22% |
$2.66M - $2.91M
|
53.4K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 1.31% |
$13K - $14.2K
|
12.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.87% |
$11.4K - $12.5K
|
2.93K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.78KNew |
$362K - $397K
|
4.78K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.61K- 3.5% |
$122K - $134K
|
44.4K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.38K- 1.77% |
$181K - $198K
|
132K
$10.5M
|
|