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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 12.91% |
$8.28K - $9.08K
|
803
$67.8K
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
2.7KNew |
$188K - $206K
|
2.7K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.69KNew |
$187K - $205K
|
2.69K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.31K- 37.62% |
$161K - $177K
|
3.84K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
248+ 63.75% |
$17.3K - $18.9K
|
637
$53.8K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
48New |
$3.34K - $3.66K
|
48
$4.06K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.93KNew |
$621K - $681K
|
8.93K
$754K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 75.01% |
$94.6K - $104K
|
453
$38.3K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-224- 5.0% |
$15.6K - $17.1K
|
4.26K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-343- 9.93% |
$23.9K - $26.2K
|
3.11K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$243K - $267K
|
3.5K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.96K- 95.84% |
$136K - $150K
|
85
$7.18K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.03K+ 17.94% |
$210K - $231K
|
19.9K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
26+ 5.54% |
$1.81K - $1.98K
|
495
$41.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
266New |
$18.5K - $20.3K
|
266
$22.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$776K - $852K
|
11.2K
$943K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.6KNew |
$877K - $961K
|
12.6K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.62KNew |
$669K - $734K
|
9.62K
$813K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
248New |
$17.3K - $18.9K
|
248
$21K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37K+ 523.06% |
$2.57M - $2.82M
|
44.1K
$3.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.3K- 25.55% |
$90.4K - $99.2K
|
3.79K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.99KNew |
$278K - $304K
|
3.99K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.69K- 14.98% |
$187K - $205K
|
15.3K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 27.2% |
$47.3K - $51.9K
|
1.82K
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-870- 2.21% |
$60.5K - $66.4K
|
38.4K
$3.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
49.7KNew |
$3.46M - $3.79M
|
49.7K
$4.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22New |
$1.53K - $1.68K
|
22
$1.86K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
90+ 1.58% |
$6.26K - $6.87K
|
5.79K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
335New |
$23.3K - $25.6K
|
335
$28.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38K+ 7.86% |
$166K - $182K
|
32.7K
$2.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-19- 0.55% |
$1.32K - $1.45K
|
3.45K
$292K
|
|
| Q4 2023 | |||||||
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5KClosed |
$307K - $351K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$22.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.42KNew |
$333K - $381K
|
5.42K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
13.2KNew |
$808K - $925K
|
13.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-75.7K- 98.41% |
$4.65M - $5.33M
|
1.22K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.44KNew |
$272K - $312K
|
4.44K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
182KNew |
$11.2M - $12.8M
|
182K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.33K- 25.07% |
$450K - $516K
|
21.9K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.46KNew |
$213K - $244K
|
3.46K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.75% |
$184 - $211
|
404
$34.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$30.7K - $35.2K
|
500
$42.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
261New |
$16K - $18.4K
|
261
$22.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 51.58% |
$9.03K - $10.3K
|
138
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.86KNew |
$176K - $201K
|
2.86K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-100- 42.19% |
$6.14K - $7.04K
|
137
$11.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-612- 1.12% |
$37.6K - $43.1K
|
54.2K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.34K- 47.24% |
$205K - $235K
|
3.73K
$315K
|
|