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 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
160+ 72.4% |
$12.5K - $13.5K
|
381
$32.2K
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.09K+ 202.87% |
$475K - $513K
|
9.09K
$768K
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-637- 2.25% |
$49.7K - $53.7K
|
27.6K
$2.33M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-450- 3.75% |
$35.1K - $38K
|
11.6K
$976K
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-2.32K- 33.58% |
$181K - $195K
|
4.58K
$387K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.39K+ 51.01% |
$498K - $539K
|
18.9K
$1.6M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8KNew |
$841K - $910K
|
10.8K
$911K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-863K- 99.66% |
$67.3M - $72.8M
|
2.97K
$251K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.76K- 38.72% |
$371K - $402K
|
7.54K
$637K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15.1K- 2.34% |
$1.18M - $1.28M
|
631K
$53.4M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.01% |
$1.09K - $1.18K
|
114K
$9.66M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
333New |
$26K - $28.1K
|
333
$28.1K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47+ 0.64% |
$3.67K - $3.97K
|
7.35K
$621K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 6.39% |
$13.6M - $14.7M
|
2.9M
$245M
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.7K- 32.47% |
$913K - $987K
|
24.3K
$2.06M
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.25K+ 7.81% |
$97.2K - $105K
|
17.2K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
368K+ 1.93% |
$28.7M - $31M
|
19.5M
$1.64B
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
298K+ 30.44% |
$23.3M - $25.1M
|
1.28M
$108M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 12.08% |
$78K - $84.4K
|
7.28K
$615K
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15- 0.32% |
$1.17K - $1.27K
|
4.62K
$390K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.5K- 9.61% |
$3.86M - $4.18M
|
466K
$39.4M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.53K+ 22.66% |
$198K - $214K
|
13.7K
$1.16M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.88K- 56.84% |
$536K - $580K
|
5.22K
$441K
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
63.6K+ 29.63% |
$4.96M - $5.36M
|
278K
$23.5M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 0.26% |
$702 - $759
|
3.49K
$295K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-971- 4.1% |
$75.7K - $81.9K
|
22.7K
$1.92M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.15K+ 72.44% |
$324K - $350K
|
9.88K
$835K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-36- 0.1% |
$2.81K - $3.04K
|
35.4K
$2.99M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
125New |
$9.75K - $10.5K
|
125
$10.6K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.56K- 8.76% |
$667K - $722K
|
89.2K
$7.53M
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-17.2K- 1.95% |
$1.34M - $1.45M
|
865K
$73.1M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.18K+ 26.64% |
$92K - $99.6K
|
5.61K
$474K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.7K- 8.38% |
$912K - $986K
|
128K
$10.8M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-32- 0.13% |
$2.5K - $2.7K
|
24.2K
$2.05M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.6K+ 62.05% |
$3.71M - $4.01M
|
124K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.9K+ 54.87% |
$382K - $413K
|
13.8K
$1.17M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
304New |
$23.7K - $25.6K
|
304
$25.7K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-239- 5.01% |
$18.6K - $20.2K
|
4.54K
$383K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-90- 0.4% |
$7.02K - $7.59K
|
22.6K
$1.91M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.93K+ 3.02% |
$150K - $162K
|
65.7K
$5.55M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
385New |
$30K - $32.5K
|
385
$32.5K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
563+ 2.48% |
$43.9K - $47.5K
|
23.3K
$1.97M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-508- 10.43% |
$39.6K - $42.9K
|
4.36K
$369K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.31K+ 6.17% |
$258K - $279K
|
57K
$4.81M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
24.5K+ 56.23% |
$1.91M - $2.06M
|
68K
$5.75M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-460- 2.72% |
$35.9K - $38.8K
|
16.5K
$1.39M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-180- 1.2% |
$14K - $15.2K
|
14.8K
$1.25M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-11.8K- 8.06% |
$923K - $998K
|
135K
$11.4M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 331.24% |
$1.17M - $1.26M
|
19.5K
$1.65M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.8K+ 19.79% |
$2.56M - $2.76M
|
198K
$16.8M
|