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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.2K- 1.12% |
$1.23M - $1.35M
|
1.43M
$115M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.92K- 16.97% |
$145K - $159K
|
9.37K
$759K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-144- 0.26% |
$10.9K - $12K
|
54.6K
$4.42M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.09K+ 13.04% |
$82.3K - $90.3K
|
9.41K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 1.3% |
$763K - $837K
|
785K
$63.5M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
546+ 2.64% |
$41.4K - $45.4K
|
21.2K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
793+ 2.19% |
$60.2K - $66K
|
37.1K
$3M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$1.91M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.8K+ 4.07% |
$5.83M - $6.39M
|
1.97M
$159M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-373- 1.54% |
$28.3K - $31K
|
23.9K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.88K+ 23.0% |
$673K - $738K
|
47.5K
$3.84M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 0.36% |
$83.7K - $91.8K
|
308K
$24.9M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 6.23% |
$1.87M - $2.05M
|
420K
$34M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.46K+ 13.77% |
$187K - $205K
|
20.3K
$1.64M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-990- 1.94% |
$75.1K - $82.4K
|
50.2K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.54K+ 2.28% |
$572K - $627K
|
338K
$27.4M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-55.3K- 36.2% |
$4.2M - $4.6M
|
97.5K
$7.89M
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-108- 1.21% |
$8.2K - $8.99K
|
8.82K
$714K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 5.63% |
$1.54M - $1.69M
|
381K
$30.9M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
18.1K+ 2.05% |
$1.37M - $1.5M
|
899K
$72.8M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 1.06% |
$4.7K - $5.16K
|
5.93K
$480K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-170- 1.5% |
$12.9K - $14.1K
|
11.1K
$902K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 1.86% |
$114K - $125K
|
79.7K
$6.45M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-530- 4.74% |
$40.2K - $44.1K
|
10.6K
$861K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.9K+ 1.18% |
$448K - $491K
|
505K
$40.9M
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
31.8K+ 4.32% |
$2.41M - $2.65M
|
769K
$62.2M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 2.21% |
$19.2K - $21.1K
|
11.7K
$948K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$17.1K
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-176- 5.76% |
$13.4K - $14.6K
|
2.88K
$233K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 11.13% |
$9.66M - $10.6M
|
1.27M
$103M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
23.4KNew |
$1.78M - $1.95M
|
23.4K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
298New |
$22.6K - $24.8K
|
298
$24.1K
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.29K+ 0.84% |
$553K - $607K
|
878K
$71.1M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 3.48% |
$796K - $873K
|
291K
$23.5M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.87% |
$11.4K - $12.5K
|
2.93K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
44.1K+ 40.06% |
$3.34M - $3.67M
|
154K
$12.5M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-79.1K- 32.78% |
$6.01M - $6.59M
|
162K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
334+ 6.28% |
$25.3K - $27.8K
|
5.65K
$458K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-124- 1.33% |
$9.41K - $10.3K
|
9.2K
$745K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.99K+ 120.19% |
$454K - $498K
|
11K
$888K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-346- 2.03% |
$26.3K - $28.8K
|
16.7K
$1.35M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-171- 1.31% |
$13K - $14.2K
|
12.9K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
324+ 7.19% |
$24.6K - $27K
|
4.83K
$391K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-341- 1.84% |
$25.9K - $28.4K
|
18.2K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-811- 1.33% |
$61.5K - $67.5K
|
60K
$4.85M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
6.09K+ 17.03% |
$462K - $507K
|
41.8K
$3.39M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.95K- 49.76% |
$299K - $328K
|
3.99K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$1M
|