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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3Closed |
$166 - $194
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.3KClosed |
$183K - $213K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.9KNew |
$105K - $123K
|
1.9K
$161K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
203+ 1.41% |
$11.3K - $13.1K
|
14.6K
$1.23M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-635Closed |
$35.2K - $41K
|
0
$0
|
|
Q1 2022 | |||||||
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150New |
$9.01K - $9.93K
|
150
$12.7K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-190- 1.8% |
$11.4K - $12.6K
|
10.3K
$874K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.45K - $8.21K
|
124
$10.5K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-130Closed |
$7.81K - $8.61K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26.2KNew |
$1.57M - $1.73M
|
26.2K
$2.21M
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.66KClosed |
$220K - $242K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-9.05KClosed |
$544K - $599K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-75- 18.75% |
$4.51K - $4.97K
|
325
$27.5K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-800Closed |
$48.1K - $53K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.57K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-23Closed |
$1.38K - $1.52K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.1KClosed |
$126K - $139K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23KClosed |
$72.7K - $81.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$17.7K - $19.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
794New |
$46.8K - $52.4K
|
794
$67.1K
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
8KNew |
$472K - $528K
|
8K
$676K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.52KClosed |
$208K - $232K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1KClosed |
$64.9K - $72.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
654New |
$38.6K - $43.2K
|
654
$55.3K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
409New |
$24.1K - $27K
|
409
$34.6K
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-4.43KClosed |
$261K - $293K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11.9KClosed |
$702K - $786K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.24KClosed |
$250K - $280K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.3KNew |
$195K - $218K
|
3.3K
$279K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.55KNew |
$268K - $300K
|
4.55K
$384K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30Closed |
$1.77K - $1.88K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.34KClosed |
$491K - $523K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-800Closed |
$47.1K - $50.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
402+ 10.94% |
$23.7K - $25.2K
|
4.08K
$345K
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-610Closed |
$35.9K - $38.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-24.7KClosed |
$1.46M - $1.55M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.03KClosed |
$237K - $253K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-410Closed |
$24.1K - $25.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29KNew |
$1.71M - $1.82M
|
29K
$2.45M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5.45KClosed |
$321K - $342K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.22KNew |
$71.8K - $76.5K
|
1.22K
$103K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.9KClosed |
$112K - $119K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.9KClosed |
$109K - $114K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-38.5K- 11.52% |
$2.22M - $2.32M
|
296K
$25M
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.6KClosed |
$552K - $577K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-884Closed |
$50.8K - $53.1K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-73Closed |
$4.2K - $4.39K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-46Closed |
$2.65K - $2.76K
|
0
$0
|