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 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
4.11KNew |
$225K - $261K
|
4.11K
$347K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
414New |
$22.6K - $26.3K
|
414
$35K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
106KNew |
$5.78M - $6.71M
|
106K
$8.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$85.9K - $99.7K
|
1.57K
$133K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.67KNew |
$256K - $297K
|
4.67K
$395K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$54.7 - $63.5
|
1
$84.5
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.9K+ 13.22% |
$1.09M - $1.26M
|
170K
$14.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
5.03KNew |
$275K - $319K
|
5.03K
$425K
|
|
| Q3 2022 | |||||||
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104New |
$5.61K - $6.56K
|
104
$8.79K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-951- 14.83% |
$51.3K - $60K
|
5.46K
$461K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$25.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-95- 1.08% |
$5.12K - $5.99K
|
8.71K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
113+ 5.11% |
$6.09K - $7.13K
|
2.32K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3K- 61.94% |
$930K - $1.09M
|
10.6K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.91K+ 4.65% |
$103K - $121K
|
43K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.64K- 34.9% |
$304K - $355K
|
10.5K
$888K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.58K- 2.81% |
$193K - $226K
|
124K
$10.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
685+ 0.33% |
$36.9K - $43.2K
|
211K
$17.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.4K - $1.64K
|
26
$2.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
869+ 3103.57% |
$46.8K - $54.8K
|
897
$75.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
453KNew |
$24.4M - $28.6M
|
453K
$38.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$25.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
44.2KNew |
$2.38M - $2.79M
|
44.2K
$3.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.04% |
$29.3K - $34.3K
|
14K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.87KNew |
$208K - $244K
|
3.87K
$327K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.5KNew |
$4.02M - $4.7M
|
74.5K
$6.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-62- 1.61% |
$3.34K - $3.91K
|
3.78K
$319K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
669+ 12.55% |
$36.1K - $42.2K
|
6K
$507K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$19.1K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$19.1K
|
|
| Q2 2022 | |||||||
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-65.2K- 50.0% |
$3.61M - $4.21M
|
65.2K
$5.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.71KClosed |
$94.8K - $110K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-20.3KClosed |
$1.12M - $1.31M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106Closed |
$5.87K - $6.84K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49KClosed |
$304K - $354K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39KClosed |
$188K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.72KNew |
$261K - $304K
|
4.72K
$398K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-754Closed |
$41.8K - $48.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-152Closed |
$8.42K - $9.81K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
118New |
$6.54K - $7.62K
|
118
$9.97K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-350- 30.09% |
$19.4K - $22.6K
|
813
$68.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
398New |
$22.1K - $25.7K
|
398
$33.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.35KClosed |
$186K - $216K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-5.89KClosed |
$326K - $380K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$2.55K - $2.97K
|
46
$3.89K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 19.36% |
$581K - $677K
|
43.7K
$3.69M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-5.75KClosed |
$319K - $371K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-160Closed |
$8.87K - $10.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
225New |
$12.5K - $14.5K
|
225
$19K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$644K
|
|