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 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-17- 0.37% |
$1.33K - $1.43K
|
4.54K
$384K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.5KNew |
$1.52M - $1.65M
|
19.5K
$1.65M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 9.61% |
$3.75M - $4.06M
|
453K
$38.3M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
7.02K+ 13.44% |
$547K - $592K
|
59.2K
$5M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.7K+ 10.12% |
$1.46M - $1.58M
|
203K
$17.2M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7KNew |
$546K - $590K
|
7K
$591K
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
35.6K+ 523.03% |
$2.78M - $3.01M
|
42.5K
$3.59M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.08K- 2.12% |
$162K - $175K
|
95.9K
$8.1M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$234 - $253
|
3.06K
$258K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-382- 3.48% |
$29.8K - $32.2K
|
10.6K
$894K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14.5K+ 306.96% |
$1.13M - $1.22M
|
19.2K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.16K- 23.26% |
$90.6K - $98K
|
3.83K
$324K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.45K+ 26.56% |
$425K - $460K
|
26K
$2.19M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 2.11% |
$1.4M - $1.51M
|
867K
$73.3M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3K- 2.67% |
$234K - $253K
|
109K
$9.23M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.16K- 22.66% |
$246K - $266K
|
10.8K
$911K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.03% |
$78 - $84.4
|
3.7K
$312K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.09% |
$1.01K - $1.1K
|
14.6K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22.2K+ 2.82% |
$1.73M - $1.88M
|
810K
$68.4M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-697- 14.75% |
$54.4K - $58.8K
|
4.03K
$340K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
578New |
$45.1K - $48.8K
|
578
$48.8K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.58% |
$2.18K - $2.36K
|
4.83K
$408K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.64K- 9.56% |
$284K - $307K
|
34.4K
$2.91M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-657- 0.16% |
$51.2K - $55.4K
|
403K
$34.1M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9K+ 12.24% |
$702K - $759K
|
82.6K
$6.98M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-21.4K- 49.3% |
$1.67M - $1.8M
|
22K
$1.86M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
793K+ 6.61% |
$61.8M - $66.9M
|
12.8M
$1.08B
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-14- 0.15% |
$1.09K - $1.18K
|
9.12K
$770K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.07K- 1.9% |
$162K - $175K
|
107K
$9.04M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.04K- 98.74% |
$159K - $172K
|
26
$2.2K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
142K+ 2878.53% |
$11.1M - $12M
|
147K
$12.4M
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
168KNew |
$13.1M - $14.2M
|
168K
$14.2M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-39.1K- 72.43% |
$3.05M - $3.3M
|
14.9K
$1.26M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
4.5KNew |
$351K - $380K
|
4.5K
$380K
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.06K- 2.26% |
$707K - $765K
|
393K
$33.2M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
636New |
$49.6K - $53.7K
|
636
$53.7K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 7.32% |
$86.1K - $93.1K
|
14K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-92- 1.16% |
$7.18K - $7.76K
|
7.83K
$662K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.46% |
$2.73K - $2.95K
|
7.7K
$650K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.02K+ 38.71% |
$79.2K - $85.6K
|
3.64K
$307K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
220K+ 2345.06% |
$17.2M - $18.6M
|
230K
$19.4M
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-102- 6.08% |
$7.96K - $8.61K
|
1.58K
$133K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 8.73% |
$2.85M - $3.09M
|
455K
$38.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 7.25% |
$11.9M - $12.9M
|
2.26M
$191M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.16K- 29.29% |
$247K - $267K
|
7.63K
$645K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 6.67% |
$1.56M - $1.68M
|
319K
$27M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.37KNew |
$263K - $284K
|
3.37K
$285K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
577+ 1131.37% |
$45K - $48.7K
|
628
$53.1K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
347+ 1.68% |
$27.1K - $29.3K
|
20.9K
$1.77M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42M- 51.95% |
$111M - $120M
|
1.31M
$111M
|