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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.96K- 24.42% |
$465K - $503K
|
18.5K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-173- 0.47% |
$13.5K - $14.6K
|
36.4K
$3.08M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.6K+ 159.11% |
$2.7M - $2.92M
|
56.4K
$4.77M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
355+ 4.98% |
$27.7K - $30K
|
7.48K
$632K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.22K+ 4.13% |
$251K - $272K
|
81.2K
$6.86M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.5K+ 11.29% |
$4.64M - $5.02M
|
586K
$49.5M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.45% |
$1.95K - $2.11K
|
5.57K
$470K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.9K- 43.42% |
$928K - $1M
|
15.5K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.1K- 81.55% |
$1.02M - $1.1M
|
2.95K
$250K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 3.07% |
$125K - $135K
|
54K
$4.56M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-48- 2.75% |
$3.74K - $4.05K
|
1.7K
$143K
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.91K- 9.01% |
$149K - $161K
|
19.3K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 1.28% |
$11.7M - $12.6M
|
11.8M
$1B
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 1.96% |
$13.1M - $14.2M
|
8.44M
$713M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-69.2K- 94.84% |
$5.39M - $5.83M
|
3.76K
$318K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
214+ 1.33% |
$16.7K - $18.1K
|
16.3K
$1.38M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-88- 2.07% |
$6.86K - $7.42K
|
4.16K
$352K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-461- 3.44% |
$36K - $38.9K
|
12.9K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-739K- 52.07% |
$57.7M - $62.4M
|
681K
$57.5M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.1K+ 4.16% |
$4.85M - $5.24M
|
1.56M
$132M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.57K- 2.61% |
$123K - $133K
|
58.6K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 1.43% |
$391K - $423K
|
356K
$30.1M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-425- 13.31% |
$33.2K - $35.9K
|
2.77K
$234K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-229- 48.62% |
$17.9K - $19.3K
|
242
$20.4K
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
251+ 1.68% |
$19.6K - $21.2K
|
15.2K
$1.29M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
408+ 6.44% |
$31.8K - $34.4K
|
6.74K
$570K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-190- 0.58% |
$14.8K - $16K
|
32.8K
$2.78M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
78.3K+ 17.68% |
$6.11M - $6.61M
|
521K
$44M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.07K+ 8.34% |
$395K - $427K
|
65.8K
$5.56M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.1KNew |
$865K - $935K
|
11.1K
$937K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-253- 64.05% |
$19.7K - $21.3K
|
142
$12K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.7K- 11.37% |
$1.85M - $2M
|
185K
$15.6M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
398+ 6.03% |
$31K - $33.6K
|
7K
$591K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.05K- 5.44% |
$238K - $257K
|
53K
$4.48M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 3.74% |
$82.8K - $89.6K
|
27.3K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.4K+ 86.65% |
$2.06M - $2.23M
|
56.9K
$4.81M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
657+ 3.17% |
$51.2K - $55.4K
|
21.4K
$1.81M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.17M - $1.27M
|
15K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.36KNew |
$262K - $283K
|
3.36K
$284K
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.9KNew |
$617K - $667K
|
7.9K
$668K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.6K- 72.18% |
$593K - $641K
|
2.93K
$248K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.43K- 46.65% |
$579K - $627K
|
8.5K
$718K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.19K+ 22.61% |
$249K - $269K
|
17.3K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.2K- 91.67% |
$172K - $186K
|
200
$16.9K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
134K+ 121.25% |
$10.5M - $11.3M
|
245K
$20.7M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.98K- 38.18% |
$155K - $167K
|
3.21K
$271K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 20.98% |
$11.7K - $12.7K
|
865
$73.1K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$11.7K - $12.7K
|
150
$12.7K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.67K- 2.33% |
$208K - $225K
|
112K
$9.44M
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
113K+ 1.72% |
$8.84M - $9.57M
|
6.7M
$566M
|