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 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
198+ 11.82% |
$14.3K - $15.6K
|
1.87K
$157K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
346+ 7.27% |
$25K - $27.3K
|
5.1K
$429K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.9K+ 9.76% |
$571K - $624K
|
88.8K
$7.46M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.95K- 0.7% |
$358K - $391K
|
701K
$58.9M
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
65+ 10.83% |
$4.7K - $5.14K
|
665
$55.9K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.47K- 0.62% |
$395K - $432K
|
871K
$73.2M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
12.4K+ 1.43% |
$896K - $979K
|
881K
$74.1M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.98K- 6.12% |
$360K - $394K
|
76.4K
$6.42M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 7.06% |
$104K - $113K
|
21.7K
$1.83M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
296+ 10.49% |
$21.4K - $23.4K
|
3.12K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.17K- 0.48% |
$84.8K - $92.7K
|
245K
$20.6M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 12.41% |
$106K - $116K
|
13.3K
$1.12M
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
51.7K+ 33.41% |
$3.74M - $4.09M
|
207K
$17.4M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
97+ 1.23% |
$7.01K - $7.66K
|
8K
$672K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25.3K- 3.63% |
$1.83M - $2M
|
672K
$56.5M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
66.5K+ 9.91% |
$4.81M - $5.25M
|
737K
$62M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12+ 0.17% |
$868 - $948
|
7.19K
$604K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
49.4K+ 11.78% |
$3.57M - $3.91M
|
469K
$39.4M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$3.69K - $4.03K
|
51
$4.29K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.7KNew |
$1.28M - $1.4M
|
17.7K
$1.49M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.91K+ 1.76% |
$138K - $151K
|
110K
$9.28M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.1K- 2.54% |
$1.02M - $1.11M
|
542K
$45.6M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.4K+ 7.18% |
$173K - $189K
|
35.7K
$3M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.87K- 13.41% |
$135K - $148K
|
12.1K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
353+ 2.33% |
$25.5K - $27.9K
|
15.5K
$1.3M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.6K+ 2.26% |
$116K - $126K
|
72.3K
$6.08M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.17K+ 1.96% |
$84.7K - $92.5K
|
60.8K
$5.11M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.51K- 3.56% |
$109K - $119K
|
40.8K
$3.43M
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-3.87K- 0.94% |
$280K - $306K
|
406K
$34.2M
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-502- 4.59% |
$36.3K - $39.7K
|
10.4K
$877K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-26- 0.44% |
$1.88K - $2.05K
|
5.87K
$494K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.21KNew |
$232K - $254K
|
3.21K
$270K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
10.6K+ 8.16% |
$765K - $835K
|
140K
$11.8M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.06K+ 202.5% |
$293K - $321K
|
6.06K
$510K
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
625+ 10.89% |
$45.2K - $49.4K
|
6.36K
$535K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.41K+ 2.59% |
$246K - $269K
|
135K
$11.3M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.5K+ 78.81% |
$253K - $276K
|
7.93K
$667K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 0.02% |
$8.46K - $9.25K
|
497K
$41.8M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.99K- 4.15% |
$144K - $157K
|
46K
$3.87M
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-646- 7.7% |
$46.7K - $51K
|
7.74K
$651K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3+ 0.07% |
$217 - $237
|
4.18K
$351K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13K+ 1.83% |
$938K - $1.03M
|
722K
$60.7M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-27- 0.51% |
$1.95K - $2.13K
|
5.26K
$442K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.32K- 1.25% |
$457K - $499K
|
499K
$41.9M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
290+ 3.61% |
$21K - $22.9K
|
8.32K
$699K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.99K- 42.46% |
$144K - $157K
|
2.7K
$227K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
73New |
$5.28K - $5.77K
|
73
$6.14K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
1.4K+ 14.96% |
$101K - $111K
|
10.8K
$904K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.74K+ 36.93% |
$487K - $532K
|
25K
$2.1M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
25K+ 45.69% |
$1.81M - $1.97M
|
79.6K
$6.69M
|