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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.19K+ 31.4% |
$90.6K - $99.4K
|
5K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.52K- 14.61% |
$191K - $210K
|
14.7K
$1.19M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24- 0.19% |
$1.82K - $2K
|
12.5K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12.7K+ 3.43% |
$967K - $1.06M
|
384K
$31.1M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-207- 2.73% |
$15.7K - $17.2K
|
7.36K
$596K
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.43K- 2.14% |
$108K - $119K
|
65.3K
$5.29M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
362+ 4.89% |
$27.5K - $30.1K
|
7.76K
$628K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 47.15% |
$115K - $126K
|
4.73K
$383K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.7% |
$75.9 - $83.2
|
143
$11.6K
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.55K+ 2.26% |
$573K - $628K
|
341K
$27.6M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.07% |
$455 - $499
|
8.98K
$727K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-556- 2.38% |
$42.2K - $46.3K
|
22.8K
$1.84M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
234K+ 27.44% |
$17.8M - $19.5M
|
1.09M
$88M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-21- 0.02% |
$1.59K - $1.75K
|
90.6K
$7.33M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.22% |
$531 - $582
|
3.12K
$253K
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.5K+ 3.82% |
$1.4M - $1.54M
|
502K
$40.6M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
198+ 1.62% |
$15K - $16.5K
|
12.4K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51K- 3.37% |
$3.87M - $4.24M
|
1.46M
$118M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1- -0.0% |
$75.9 - $83.2
|
27.3K
$2.21M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
47+ 1.81% |
$3.57K - $3.91K
|
2.64K
$214K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
420+ 2.84% |
$31.9K - $34.9K
|
15.2K
$1.23M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.07K+ 14.8% |
$233K - $256K
|
23.8K
$1.93M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
439+ 13.85% |
$33.3K - $36.5K
|
3.61K
$292K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.16% |
$152 - $166
|
1.26K
$102K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 47.28% |
$10.5K - $11.6K
|
155
$12.5K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.08K+ 52.03% |
$158K - $173K
|
6.09K
$493K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
63+ 14.69% |
$4.78K - $5.24K
|
492
$39.8K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$4.03M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.37K+ 35.33% |
$256K - $281K
|
12.9K
$1.05M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 23.63% |
$88.7K - $97.3K
|
6.12K
$495K
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-37.2K- 27.45% |
$2.82M - $3.1M
|
98.3K
$7.96M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-19- 0.39% |
$1.44K - $1.58K
|
4.84K
$391K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-964- 6.11% |
$73.1K - $80.2K
|
14.8K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
775+ 2.98% |
$58.8K - $64.5K
|
26.8K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7.13K- 46.91% |
$541K - $593K
|
8.06K
$653K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$75.9 - $83.2
|
164
$13.3K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 225.24% |
$90.1K - $98.8K
|
1.71K
$139K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.62K+ 4.21% |
$198K - $218K
|
64.7K
$5.24M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-92- 0.18% |
$6.98K - $7.66K
|
51.7K
$4.19M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.35K+ 8.02% |
$710K - $778K
|
126K
$10.2M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.45K+ 1.44% |
$186K - $204K
|
173K
$14M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 77.09% |
$2.08M - $2.29M
|
63.1K
$5.11M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.95K- 7.86% |
$679K - $745K
|
105K
$8.49M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 12.32% |
$1.49M - $1.63M
|
140K
$11.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-673K- 24.72% |
$51.1M - $56M
|
2.05M
$166M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$202K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$99.1M
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-86.1K- 34.48% |
$6.53M - $7.16M
|
164K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.38K- 0.85% |
$560K - $614K
|
864K
$69.9M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.85K+ 51.86% |
$216K - $237K
|
8.34K
$675K
|