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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.5K- 1.39% |
$2.43M - $2.65M
|
2.37M
$199M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-752- 3.51% |
$54.4K - $59.4K
|
20.6K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-493- 8.33% |
$35.6K - $39K
|
5.42K
$456K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.59K+ 14.24% |
$332K - $363K
|
36.8K
$3.1M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.9K+ 27.89% |
$2.53M - $2.76M
|
160K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-24.3K- 5.91% |
$1.76M - $1.92M
|
387K
$32.6M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.11KNew |
$370K - $404K
|
5.11K
$430K
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.64K+ 0.81% |
$119K - $130K
|
206K
$17.3M
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
20.3K+ 6.48% |
$1.47M - $1.6M
|
334K
$28M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.09K- 2.1% |
$513K - $560K
|
330K
$27.8M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.4K+ 7.0% |
$6.82M - $7.46M
|
1.44M
$121M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.4K+ 2.52% |
$4.51M - $4.93M
|
2.54M
$213M
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.25K- 48.87% |
$235K - $257K
|
3.4K
$286K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
449+ 3.66% |
$32.5K - $35.5K
|
12.7K
$1.07M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
33.6KNew |
$2.43M - $2.66M
|
33.6K
$2.83M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-29.8K- 3.7% |
$2.15M - $2.35M
|
775K
$65.1M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-827- 13.13% |
$59.8K - $65.3K
|
5.47K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
602+ 13.82% |
$43.5K - $47.6K
|
4.96K
$417K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.96K- 92.65% |
$286K - $313K
|
314
$26.4K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
619+ 3.68% |
$44.8K - $48.9K
|
17.4K
$1.47M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
87.3KNew |
$6.31M - $6.9M
|
87.3K
$7.34M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
833New |
$60.2K - $65.8K
|
833
$70K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
71+ 1.3% |
$5.13K - $5.61K
|
5.55K
$466K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
224+ 4.4% |
$16.2K - $17.7K
|
5.32K
$447K
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-199K- 86.89% |
$14.4M - $15.7M
|
30K
$2.52M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-1.25K- 20.02% |
$90.2K - $98.5K
|
4.98K
$419K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.9K- 35.32% |
$210K - $229K
|
5.32K
$447K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
81+ 0.22% |
$5.86K - $6.4K
|
36.3K
$3.05M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.08K+ 128.47% |
$295K - $322K
|
7.25K
$610K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-320- 3.32% |
$23.1K - $25.3K
|
9.33K
$784K
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.62K+ 4.33% |
$334K - $365K
|
111K
$9.36M
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-941- 0.56% |
$68K - $74.4K
|
167K
$14M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
76+ 0.38% |
$5.5K - $6.01K
|
20.2K
$1.7M
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-649- 53.86% |
$46.9K - $51.3K
|
556
$46.7K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-149- 9.39% |
$10.8K - $11.8K
|
1.44K
$121K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.95KNew |
$141K - $154K
|
1.95K
$164K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.84K+ 20.49% |
$278K - $303K
|
22.6K
$1.9M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.6K+ 9.27% |
$3.95M - $4.31M
|
643K
$54.1M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.08K+ 66.35% |
$368K - $402K
|
12.7K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
308+ 0.93% |
$22.3K - $24.3K
|
33.4K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$274K - $300K
|
3.8K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.8K- 31.08% |
$1.94M - $2.12M
|
59.4K
$4.99M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.18K+ 3.78% |
$375K - $409K
|
142K
$11.9M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-45.9K- 8.86% |
$3.32M - $3.63M
|
473K
$39.7M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 7.35% |
$1.52M - $1.66M
|
307K
$25.8M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 24.11% |
$1.95K - $2.13K
|
139
$11.7K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.12% |
$289 - $316
|
3.21K
$270K
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 2.92% |
$111K - $122K
|
51.1K
$4.3M
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
177New |
$12.8K - $14K
|
177
$14.9K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-329- 2.83% |
$23.8K - $26K
|
11.3K
$951K
|