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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.46K- 3.13% |
$104K - $122K
|
45.2K
$3.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.4K+ 32.7% |
$810K - $952K
|
46.1K
$3.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-356- 12.28% |
$25.4K - $29.8K
|
2.54K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.62KNew |
$187K - $220K
|
2.62K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-992- 5.38% |
$70.7K - $83.1K
|
17.5K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-497- 3.16% |
$35.4K - $41.6K
|
15.2K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-22.4K- 27.76% |
$1.6M - $1.88M
|
58.3K
$4.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18KNew |
$227K - $266K
|
3.18K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.53K+ 2.67% |
$323K - $380K
|
174K
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 7.34% |
$89.4K - $105K
|
15.8K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.04% |
$143 - $167
|
5.03K
$425K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 2.02% |
$81.2K - $95.4K
|
57.6K
$4.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
9.35K+ 72.04% |
$667K - $783K
|
22.3K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 10.08% |
$88.9K - $104K
|
11.1K
$939K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.24K- 0.38% |
$88.6K - $104K
|
329K
$27.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
12.8K+ 1.64% |
$913K - $1.07M
|
795K
$67.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.86K+ 2.42% |
$204K - $240K
|
121K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.44KNew |
$174K - $205K
|
2.44K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$143 - $167
|
480
$40.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.35% |
$214 - $251
|
863
$72.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-565- 11.91% |
$40.3K - $47.3K
|
4.18K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-15- 0.52% |
$1.07K - $1.26K
|
2.88K
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.59K- 45.03% |
$256K - $301K
|
4.39K
$371K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.83K- 1.29% |
$273K - $321K
|
292K
$24.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
659+ 1.63% |
$47K - $55.2K
|
41.2K
$3.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
34.6K+ 11.54% |
$2.47M - $2.9M
|
334K
$28.3M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
253+ 5.17% |
$18K - $21.2K
|
5.15K
$435K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
133+ 1.06% |
$10.4K - $11.2K
|
12.7K
$1.07M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-3.7KClosed |
$288K - $312K
|
0
$0
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.41K- 14.82% |
$110K - $119K
|
8.09K
$683K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-11.6K- 3.73% |
$903K - $977K
|
299K
$25.3M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.41K+ 1.73% |
$344K - $372K
|
259K
$21.9M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
132K+ 98.64% |
$10.3M - $11.1M
|
265K
$22.4M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
57+ 0.76% |
$4.45K - $4.81K
|
7.58K
$641K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
214K+ 153787.05% |
$16.7M - $18M
|
214K
$18.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 0.95% |
$17.9K - $19.4K
|
24K
$2.03M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-2.3K- 1.91% |
$180K - $194K
|
118K
$9.98M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 13.57% |
$107K - $116K
|
8.76K
$740K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
48.3KNew |
$3.77M - $4.07M
|
48.3K
$4.08M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
185+ 4.58% |
$14.4K - $15.6K
|
4.22K
$357K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.72K+ 16.77% |
$134K - $145K
|
12K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.4K+ 62.99% |
$2.45M - $2.65M
|
81.3K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
423+ 0.6% |
$33K - $35.7K
|
70.8K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.6K+ 223.84% |
$2.46M - $2.67M
|
45.7K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.8K+ 5.04% |
$845K - $914K
|
226K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.75K- 99.82% |
$215K - $232K
|
5
$422
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125- 0.12% |
$9.75K - $10.5K
|
102K
$8.61M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.63K+ 13.41% |
$127K - $137K
|
13.8K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.09K- 84.6% |
$84.9K - $91.8K
|
198
$16.7K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.91K- 18.27% |
$227K - $246K
|
13K
$1.1M
|
|