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 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.32KNew |
$573K - $656K
|
9.32K
$788K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.12KNew |
$68.6K - $78.6K
|
1.12K
$94.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-75- 50.0% |
$4.61K - $5.28K
|
75
$6.34K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
139+ 83.73% |
$8.54K - $9.78K
|
305
$25.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-57- 1.49% |
$3.5K - $4.01K
|
3.77K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.16KNew |
$501K - $574K
|
8.16K
$689K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-285- 7.88% |
$17.5K - $20.1K
|
3.33K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.18% |
$491 - $563
|
4.56K
$385K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.05% |
$123 - $141
|
3.73K
$315K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-542- 6.02% |
$33.3K - $38.1K
|
8.46K
$714K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
195+ 100.52% |
$12K - $13.7K
|
389
$32.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.29K- 6.01% |
$571K - $654K
|
145K
$12.3M
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-250- 33.33% |
$15.8K - $17.1K
|
500
$42.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-64- 0.01% |
$4.05K - $4.38K
|
457K
$38.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.28K+ 32.4% |
$144K - $156K
|
9.3K
$786K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-600- 5.45% |
$37.9K - $41.1K
|
10.4K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.99KNew |
$505K - $547K
|
7.99K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-972- 3.96% |
$61.5K - $66.6K
|
23.6K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.44K+ 46.18% |
$217K - $235K
|
10.9K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-510- 10.56% |
$32.2K - $34.9K
|
4.32K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.3K+ 7.71% |
$82K - $88.8K
|
18.1K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
9.26KNew |
$586K - $635K
|
9.26K
$783K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
4.98KNew |
$315K - $341K
|
4.98K
$421K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.2K- 10.47% |
$2.48M - $2.69M
|
336K
$28.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
89New |
$5.63K - $6.1K
|
89
$7.52K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.55K- 83.78% |
$98K - $106K
|
300
$25.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.32K - $6.85K
|
100
$8.45K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$849K - $920K
|
13.4K
$1.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-543- 0.78% |
$34.3K - $37.2K
|
69.1K
$5.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-27.6K- 34.7% |
$1.74M - $1.89M
|
51.9K
$4.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-24- 0.4% |
$1.52K - $1.64K
|
6.01K
$508K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.62K+ 146.96% |
$419K - $453K
|
11.1K
$940K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-298- 7.41% |
$18.8K - $20.4K
|
3.73K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
25+ 0.46% |
$1.58K - $1.71K
|
5.43K
$458K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-218- 8.5% |
$13.8K - $14.9K
|
2.35K
$198K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 5.67% |
$100K - $108K
|
26.3K
$2.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
300+ 9.88% |
$19K - $20.6K
|
3.34K
$282K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
667New |
$42.2K - $45.7K
|
667
$56.4K
|
|
| Q2 2023 | |||||||
|
Jul 09, 2025
Q2 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-279KClosed |
$17.3M - $18.6M
|
0
$0
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-27.3K- 86.09% |
$1.69M - $1.82M
|
4.42K
$373K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
72New |
$4.45K - $4.8K
|
72
$6.08K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
271+ 2.01% |
$16.8K - $18.1K
|
13.7K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.11KNew |
$192K - $207K
|
3.11K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
62+ 1.25% |
$3.84K - $4.13K
|
5.02K
$424K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$754K - $813K
|
12.2K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59+ 0.18% |
$3.65K - $3.93K
|
33.5K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
735+ 13.89% |
$45.5K - $49K
|
6.03K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
184KNew |
$11.4M - $12.3M
|
184K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-712- 5.23% |
$44K - $47.5K
|
12.9K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.96% |
$61.9 - $66.7
|
52
$4.39K
|
|