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 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-7.61KClosed |
$284K - $359K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-27.1KClosed |
$1.01M - $1.28M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.33KClosed |
$237K - $298K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.36KClosed |
$50.8K - $64.1K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-9KClosed |
$336K - $424K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-25Closed |
$935 - $1.18K
|
0
$0
|
|
Jul 23, 2020
Q2 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.77KClosed |
$103K - $130K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.11KClosed |
$266K - $335K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
161New |
$6.02K - $7.59K
|
161
$13.5K
|
|
Q1 2020 | |||||||
Dec 20, 2023
Q1 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.55KNew |
$85.8K - $127K
|
2.55K
$214K
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 10.7% |
$1.38K - $2.04K
|
424
$35.6K
|
|
May 15, 2020
Q1 2020
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-36.9KClosed |
$1.24M - $1.83M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.48KClosed |
$151K - $222K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.65KClosed |
$89.2K - $132K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-6.47KClosed |
$218K - $321K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.83KClosed |
$163K - $240K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.25KClosed |
$75.8K - $112K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-6.58KClosed |
$221K - $327K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.35KClosed |
$214K - $315K
|
0
$0
|
|
Q4 2019 | |||||||
Sep 02, 2020
Q4 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.4KClosed |
$236K - $263K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.64KClosed |
$71.7K - $79.9K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-23.5KClosed |
$1.02M - $1.14M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 14.29% |
$43.7 - $48.6
|
6
$504
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-396Closed |
$17.3K - $19.3K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-500- 8.77% |
$22.3K - $22.7K
|
5.2K
$437K
|
|
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-594Closed |
$26.5K - $27K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$89.3K - $90.8K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.23K+ 209.71% |
$55K - $55.9K
|
1.82K
$153K
|
|
Nov 12, 2019
Q3 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5Closed |
$223 - $227
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-39Closed |
$1.74K - $1.77K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Human Investing LLC
|
SELL
|
- |
-4Closed |
$179 - $182
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-160Closed |
$7.15K - $7.27K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-3.85KClosed |
$172K - $175K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-5.2KClosed |
N/A
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-256KClosed |
N/A
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12.2KClosed |
N/A
|
0
$0
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-6.16KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-681Closed |
N/A
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.61KClosed |
N/A
|
0
$0
|
|
Apr 05, 2019
Q1 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.14KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-42KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.52KClosed |
N/A
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-419Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Oct 04, 2024
Q3 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6KNew |
N/A
|
6K
$504K
|
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.34KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
204KNew |
N/A
|
204K
$17.1M
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-108Closed |
N/A
|
0
$0
|