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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30New |
$2.28K - $2.5K
|
30
$2.43K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.08K+ 17.24% |
$234K - $257K
|
21K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.79KNew |
$287K - $315K
|
3.79K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$6.6K - $7.24K
|
87
$7.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.64K+ 5.66% |
$125K - $137K
|
30.7K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.22K+ 58.1% |
$320K - $351K
|
11.5K
$929K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-768- 22.86% |
$58.3K - $63.9K
|
2.59K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 8.72% |
$120K - $131K
|
19.6K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$835 - $915
|
7.27K
$588K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-748- 1.48% |
$56.8K - $62.2K
|
49.8K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.78K+ 153.15% |
$591K - $648K
|
12.9K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 14.39% |
$1.52K - $1.66K
|
159
$12.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-623- 2.66% |
$47.3K - $51.8K
|
22.8K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.4K+ 53.41% |
$6.71M - $7.35M
|
254K
$20.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
182+ 5.7% |
$13.8K - $15.1K
|
3.38K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.43K+ 22.1% |
$260K - $285K
|
18.9K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.1KNew |
$615K - $674K
|
8.1K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.16K+ 10.79% |
$88.1K - $96.6K
|
11.9K
$965K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.43KNew |
$184K - $202K
|
2.43K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
60+ 0.1% |
$4.55K - $4.99K
|
59.5K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1K- 0.6% |
$76K - $83.3K
|
166K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-30K- 73.56% |
$2.28M - $2.5M
|
10.8K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.35% |
$5.39K - $5.91K
|
20.2K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
5.38K+ 1.91% |
$409K - $448K
|
287K
$23.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
514+ 11.67% |
$39K - $42.8K
|
4.92K
$398K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
37.3K+ 6.18% |
$2.83M - $3.1M
|
640K
$51.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7+ 0.14% |
$531 - $582
|
5.14K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.16K- 4.79% |
$87.7K - $96.2K
|
23K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.22K- 4.07% |
$92.6K - $102K
|
28.8K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
413+ 11.11% |
$31.3K - $34.4K
|
4.13K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2- 0.02% |
$152 - $166
|
11.3K
$915K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.86K- 5.62% |
$445K - $488K
|
98.4K
$7.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
827+ 4.61% |
$62.8K - $68.8K
|
18.8K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-849- 8.13% |
$64.4K - $70.6K
|
9.59K
$776K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.12K+ 5.58% |
$237K - $260K
|
59.1K
$4.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.03K- 2.75% |
$230K - $252K
|
107K
$8.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
634+ 4.53% |
$48.1K - $52.8K
|
14.6K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
745+ 1.0% |
$56.5K - $62K
|
75.3K
$6.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-408- 8.43% |
$31K - $33.9K
|
4.43K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.3K- 21.11% |
$1.77M - $1.94M
|
87K
$7.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.24K+ 6.86% |
$397K - $436K
|
81.6K
$6.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-541- 12.94% |
$41.1K - $45K
|
3.64K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.9K+ 14.51% |
$977K - $1.07M
|
102K
$8.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 31.17% |
$124K - $136K
|
6.86K
$555K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.76K+ 1.07% |
$209K - $229K
|
261K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 21.19% |
$1.78M - $1.95M
|
134K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$75.9 - $83.2
|
3.66K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33.2K+ 25.07% |
$2.52M - $2.76M
|
165K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.4K- 4.46% |
$1.32M - $1.45M
|
374K
$30.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.9K+ 9.98% |
$220K - $241K
|
32K
$2.59M
|