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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 165.13% |
$581K - $638K
|
12.3K
$1.03M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.38% |
$3.04K - $3.33K
|
10.6K
$889K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-328- 69.64% |
$24.9K - $27.3K
|
143
$12K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
867+ 6.63% |
$65.8K - $72.1K
|
14K
$1.17M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-414- 4.75% |
$31.4K - $34.4K
|
8.3K
$698K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.95K+ 15.24% |
$755K - $828K
|
75.3K
$6.33M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
361+ 70.65% |
$27.4K - $30K
|
872
$73.3K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
24K+ 22.78% |
$1.82M - $1.99M
|
129K
$10.9M
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3K+ 30.62% |
$932K - $1.02M
|
52.4K
$4.41M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-59- 1.06% |
$4.48K - $4.91K
|
5.53K
$465K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
69.6K+ 124.43% |
$5.28M - $5.79M
|
126K
$10.6M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-180- 0.2% |
$13.7K - $15K
|
89K
$7.48M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
149+ 1.42% |
$11.3K - $12.4K
|
10.6K
$895K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-30- 0.62% |
$2.28K - $2.5K
|
4.8K
$403K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.72K+ 83.97% |
$434K - $476K
|
12.5K
$1.05M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.09K+ 2.18% |
$159K - $174K
|
97.9K
$8.23M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 0.32% |
$607 - $666
|
2.51K
$211K
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.84K+ 4.86% |
$443K - $486K
|
126K
$10.6M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.41K- 27.3% |
$486K - $533K
|
17.1K
$1.43M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
41+ 0.69% |
$3.11K - $3.41K
|
6.01K
$505K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 21.67% |
$3.96M - $4.34M
|
293K
$24.6M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
44.2K+ 42.17% |
$3.35M - $3.67M
|
149K
$12.5M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.73KNew |
$359K - $393K
|
4.73K
$397K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.08K+ 15.33% |
$158K - $173K
|
15.6K
$1.32M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.33K+ 57.52% |
$101K - $110K
|
3.63K
$305K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8.31K+ 1.08% |
$631K - $692K
|
781K
$65.6M
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.82K- 0.54% |
$138K - $151K
|
331K
$27.8M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.52% |
$231K - $253K
|
124K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-498- 3.0% |
$37.8K - $41.4K
|
16.1K
$1.35M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
128+ 2.61% |
$9.71K - $10.7K
|
5.03K
$423K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-549- 4.53% |
$41.7K - $45.7K
|
11.6K
$972K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77K+ 5.79% |
$210K - $231K
|
50.7K
$4.26M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
771+ 25.07% |
$58.5K - $64.2K
|
3.85K
$323K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.89K+ 144.83% |
$523K - $573K
|
11.6K
$979K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 3.71% |
$76K - $83.3K
|
26K
$2.18M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$152 - $166
|
475
$39.9K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
507+ 1.11% |
$38.5K - $42.2K
|
46.1K
$3.87M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-835- 4.39% |
$63.4K - $69.5K
|
18.2K
$1.53M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-273- 3.91% |
$20.7K - $22.7K
|
6.71K
$564K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.82K+ 3.88% |
$138K - $151K
|
48.6K
$4.08M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
34.8K+ 30.47% |
$2.64M - $2.9M
|
149K
$12.5M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
27+ 0.61% |
$2.05K - $2.25K
|
4.43K
$372K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.26K+ 3.54% |
$323K - $355K
|
125K
$10.5M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.49K+ 2.9% |
$113K - $124K
|
52.8K
$4.44M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
325+ 10.28% |
$24.7K - $27K
|
3.49K
$293K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
83New |
$6.3K - $6.91K
|
83
$6.98K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
456K+ 5.96% |
$33M - $36M
|
8.11M
$682M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.2K- 44.46% |
$159K - $174K
|
2.74K
$231K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-7.43K- 20.83% |
$537K - $587K
|
28.2K
$2.37M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.74K- 16.14% |
$704K - $769K
|
50.6K
$4.25M
|