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 |
---|---|---|---|---|---|---|---|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-98- 3.18% |
$7.93K - $8.39K
|
2.98K
$252K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$312K - $330K
|
3.85K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.25% |
$567 - $600
|
2.83K
$239K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 5.05% |
$9.47K - $10K
|
2.2K
$186K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
616+ 9.82% |
$49.9K - $52.8K
|
6.89K
$582K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
316New |
$25.6K - $27.1K
|
316
$26.7K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.29KNew |
$509K - $539K
|
6.29K
$532K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
646New |
$52.3K - $55.3K
|
646
$54.6K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-432- 10.98% |
$35K - $37K
|
3.5K
$296K
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.66KNew |
$215K - $228K
|
2.66K
$225K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.23K- 34.76% |
$423K - $448K
|
9.81K
$829K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.1KNew |
$251K - $266K
|
3.1K
$262K
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
757New |
$61.3K - $64.8K
|
757
$64K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$242K - $256K
|
2.99K
$253K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.3KNew |
$267K - $282K
|
3.3K
$278K
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
459+ 13.92% |
$37.1K - $39.3K
|
3.76K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
514New |
$41.6K - $44K
|
514
$43.4K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-150- 1.5% |
$12.1K - $12.8K
|
9.83K
$830K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6.69K+ 186.57% |
$542K - $573K
|
10.3K
$869K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.45KNew |
$360K - $381K
|
4.45K
$376K
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
13.2KNew |
$1.07M - $1.13M
|
13.2K
$1.11M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-54- 0.79% |
$4.37K - $4.63K
|
6.75K
$571K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.55K- 10.2% |
$611K - $647K
|
66.5K
$5.62M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.67KNew |
$216K - $228K
|
2.67K
$225K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$80.9 - $85.7
|
165
$13.9K
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
294+ 4.0% |
$23.8K - $25.2K
|
7.65K
$646K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.3KNew |
$429K - $454K
|
5.3K
$448K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.54K+ 6.92% |
$206K - $218K
|
39.3K
$3.32M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 16.78% |
$4.05K - $4.28K
|
348
$29.4K
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
21.6KNew |
$1.75M - $1.85M
|
21.6K
$1.83M
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-11.2K- 60.5% |
$910K - $963K
|
7.34K
$620K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-75- 0.93% |
$6.07K - $6.42K
|
8.03K
$678K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.3KNew |
$3.75M - $3.97M
|
46.3K
$3.91M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
180+ 4.53% |
$14.6K - $15.4K
|
4.15K
$351K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.31K+ 260.01% |
$511K - $541K
|
8.74K
$739K
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-50- 0.18% |
$4.05K - $4.28K
|
28K
$2.37M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.29M - $1.37M
|
16K
$1.35M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.6KNew |
$1.51M - $1.59M
|
18.6K
$1.57M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53KNew |
$205K - $217K
|
2.53K
$214K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$175K - $185K
|
2.16K
$182K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109+ 4.89% |
$8.82K - $9.34K
|
2.34K
$198K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$308K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-117- 1.78% |
$9.47K - $10K
|
6.45K
$545K
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
SELL
|
- |
-404- 12.5% |
$32.7K - $34.6K
|
2.83K
$239K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
573+ 23.7% |
$46.4K - $49.1K
|
2.99K
$253K
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 1.2% |
$8.58K - $9.08K
|
8.71K
$736K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 1.85% |
$1.15M - $1.22M
|
783K
$66.2M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$299K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.22K+ 0.41% |
$98.4K - $104K
|
295K
$24.9M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$30K
|