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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
202KNew |
$14.6M - $15.9M
|
202K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-200K- 14.06% |
$14.5M - $15.8M
|
1.22M
$101M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$28.9K - $31.6K
|
400
$33.2K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.14M - $1.25M
|
15.8K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.93% |
$72.3 - $79
|
109
$9.03K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
281+ 0.26% |
$20.3K - $22.2K
|
110K
$9.14M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.99K- 50.0% |
$433K - $474K
|
5.99K
$497K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3KNew |
$217K - $237K
|
3K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.18% |
$2.68K - $2.92K
|
21K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.35KNew |
$242K - $265K
|
3.35K
$278K
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.25K- 48.87% |
$235K - $257K
|
3.4K
$282K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-827- 13.13% |
$59.8K - $65.3K
|
5.47K
$453K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$370K - $404K
|
5.11K
$424K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.9K- 35.32% |
$210K - $229K
|
5.32K
$441K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
833New |
$60.2K - $65.8K
|
833
$69K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$274K - $300K
|
3.8K
$315K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.95KNew |
$141K - $154K
|
1.95K
$161K
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
177New |
$12.8K - $14K
|
177
$14.7K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-640- 20.51% |
$46.3K - $50.6K
|
2.48K
$206K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4KNew |
$289K - $316K
|
4K
$332K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 108.85% |
$190K - $208K
|
5.05K
$418K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.6% |
$868 - $948
|
1.97K
$164K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
751+ 17.32% |
$54.3K - $59.3K
|
5.09K
$422K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
165K+ 79.62% |
$11.9M - $13M
|
371K
$30.8M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-149- 6.13% |
$10.8K - $11.8K
|
2.28K
$189K
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11.5KNew |
$831K - $908K
|
11.5K
$952K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41New |
$2.96K - $3.24K
|
41
$3.4K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$506 - $553
|
7
$580
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$3.69K - $4.03K
|
51
$4.23K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13K+ 1.83% |
$938K - $1.03M
|
722K
$59.8M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
73New |
$5.28K - $5.77K
|
73
$6.05K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.32KNew |
$95.2K - $104K
|
1.32K
$109K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
26New |
$1.88K - $2.05K
|
26
$2.15K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-244- 2.28% |
$17.6K - $19.3K
|
10.5K
$868K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
87New |
$6.29K - $6.87K
|
87
$7.21K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
500New |
$36.2K - $39.5K
|
500
$41.4K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.13K+ 250.22% |
$81.4K - $89K
|
1.58K
$131K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-183- 1.3% |
$13.2K - $14.5K
|
13.9K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
83+ 1.73% |
$6K - $6.56K
|
4.89K
$405K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
253K+ 437.8% |
$18.3M - $20M
|
311K
$25.7M
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
2.63KNew |
$190K - $208K
|
2.63K
$218K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.03% |
$72.3 - $79
|
2.93K
$243K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47+ 4700.0% |
$3.4K - $3.71K
|
48
$3.98K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
118+ 14.84% |
$8.53K - $9.32K
|
913
$75.7K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.06K- 42.21% |
$366K - $400K
|
6.92K
$574K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.87K- 23.73% |
$135K - $148K
|
6K
$497K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
135New |
$9.76K - $10.7K
|
135
$11.2K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 25.99% |
$16.6K - $18.2K
|
1.12K
$92.4K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 35.48% |
$7.16K - $7.82K
|
180
$14.9K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-400- 43.24% |
$28.9K - $31.6K
|
525
$43.5K
|