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 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.05K- 25.42% |
$160K - $173K
|
6.02K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-284- 2.22% |
$22.2K - $24K
|
12.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-201K- 57.53% |
$15.7M - $16.9M
|
148K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31K- 2.36% |
$2.42M - $2.62M
|
1.29M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.5KNew |
$3.08M - $3.33M
|
39.5K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.7KNew |
$289K - $312K
|
3.7K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-219- 0.13% |
$17.1K - $18.5K
|
166K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-581- 4.03% |
$45.3K - $49K
|
13.8K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
304K+ 43.2% |
$23.7M - $25.7M
|
1.01M
$85.2M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.19K+ 20.12% |
$249K - $269K
|
19K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.4K+ 100.95% |
$1.67M - $1.8M
|
42.5K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.77K+ 7.42% |
$216K - $234K
|
40.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$94.9K - $103K
|
1.22K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.71K- 10.02% |
$367K - $397K
|
42.2K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.77K+ 0.49% |
$606K - $656K
|
1.59M
$134M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.06K- 3.07% |
$317K - $343K
|
128K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13KNew |
$87.8K - $94.9K
|
1.13K
$95.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.74K+ 19.95% |
$214K - $231K
|
16.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52K+ 7.72% |
$4.06M - $4.39M
|
726K
$61.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
38+ 0.13% |
$2.96K - $3.21K
|
29K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32K+ 3.01% |
$2.5M - $2.7M
|
1.1M
$92.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.44K- 4.06% |
$268K - $290K
|
81.2K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 6.93% |
$157K - $170K
|
31.1K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.7KNew |
$2.32M - $2.51M
|
29.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.89K+ 4.58% |
$615K - $666K
|
180K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-94.4K- 2.61% |
$7.36M - $7.96M
|
3.52M
$297M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-8- 0.01% |
$624 - $675
|
79.4K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 38.27% |
$285K - $308K
|
5.89K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.72K- 0.16% |
$290K - $314K
|
2.36M
$199M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.1K+ 3.58% |
$789K - $854K
|
293K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-901- 4.21% |
$70.3K - $76K
|
20.5K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 17.81% |
$414K - $448K
|
24.5K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-969- 10.13% |
$75.6K - $81.8K
|
8.6K
$726K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422K- 33.07% |
$32.9M - $35.6M
|
854K
$72.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8K+ 6.52% |
$2.02M - $2.18M
|
422K
$35.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
384KNew |
$29.9M - $32.4M
|
384K
$32.4M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
166+ 3.52% |
$12.9K - $14K
|
4.88K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8+ 0.07% |
$624 - $675
|
11K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.28K+ 20.01% |
$568K - $614K
|
43.7K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-691- 1.29% |
$53.9K - $58.3K
|
52.8K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
930+ 5.87% |
$72.5K - $78.5K
|
16.8K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
170+ 44.16% |
$13.3K - $14.3K
|
555
$46.9K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68KNew |
$209K - $226K
|
2.68K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.47K- 39.24% |
$349K - $377K
|
6.92K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.24% |
$1.25K - $1.35K
|
6.75K
$570K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.71K+ 4.98% |
$367K - $397K
|
99.2K
$8.38M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69.7K- 9.49% |
$5.44M - $5.88M
|
665K
$56.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.11K- 5.33% |
$242K - $262K
|
55.2K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
17.8K+ 22.22% |
$1.38M - $1.5M
|
97.7K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-40- 3.29% |
$3.12K - $3.37K
|
1.18K
$99.3K
|