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 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
25.9K+ 3.92% |
$2.02M - $2.18M
|
687K
$58M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-262- 9.36% |
$20.4K - $22.1K
|
2.54K
$214K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 13.15% |
$3.28M - $3.55M
|
362K
$30.6M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 42.99% |
$207K - $224K
|
3.52K
$297K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.34K+ 8.43% |
$104K - $113K
|
17.2K
$1.45M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 21.81% |
$261K - $282K
|
12K
$1.01M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48K- 44.17% |
$3.74M - $4.05M
|
60.6K
$5.12M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 0.91% |
$278K - $301K
|
394K
$33.3M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
717+ 3.65% |
$55.9K - $60.5K
|
20.3K
$1.72M
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.33K- 19.6% |
$182K - $196K
|
9.55K
$807K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-12- 0.07% |
$936 - $1.01K
|
16.2K
$1.37M
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 0.59% |
$112K - $122K
|
242K
$20.4M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.36K+ 384.18% |
$106K - $115K
|
1.71K
$145K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118K+ 111.07% |
$9.19M - $9.94M
|
224K
$18.9M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
27New |
$2.11K - $2.28K
|
27
$2.28K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-478- 5.52% |
$37.3K - $40.3K
|
8.18K
$691K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41+ 0.24% |
$3.2K - $3.46K
|
17.4K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.91K- 25.53% |
$149K - $161K
|
5.57K
$471K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.35% |
$5.54K - $5.99K
|
20.4K
$1.72M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75+ 4.58% |
$5.85K - $6.33K
|
1.71K
$145K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
76+ 33.19% |
$5.93K - $6.41K
|
305
$25.8K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.82K+ 4.02% |
$142K - $154K
|
47.1K
$3.98M
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.03K- 28.12% |
$80.6K - $87.2K
|
2.64K
$223K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.26K- 27.9% |
$98K - $106K
|
3.25K
$274K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
216New |
$16.8K - $18.2K
|
216
$18.2K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
42.6K+ 12.52% |
$3.32M - $3.6M
|
383K
$32.4M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.73KNew |
$135K - $146K
|
1.73K
$146K
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.16K+ 4.77% |
$168K - $182K
|
47.4K
$4.01M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 51.96% |
$961K - $1.04M
|
36.1K
$3.05M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$78 - $84.4
|
495
$41.8K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 8.48% |
$117K - $126K
|
19.1K
$1.62M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.3K+ 85.98% |
$1.43M - $1.55M
|
39.7K
$3.35M
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.6K+ 7.89% |
$985K - $1.07M
|
173K
$14.6M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.08% |
$390 - $422
|
6.2K
$524K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-234- 0.71% |
$18.3K - $19.7K
|
32.6K
$2.75M
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.9KNew |
$226K - $244K
|
2.9K
$245K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.48K- 26.24% |
$115K - $125K
|
4.16K
$351K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.06% |
$25.9K - $28K
|
10.5K
$888K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44K+ 31.33% |
$3.43M - $3.71M
|
185K
$15.6M
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.23K- 42.75% |
$642K - $694K
|
11K
$931K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47.2K+ 5.64% |
$3.68M - $3.98M
|
885K
$74.8M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
145+ 1.03% |
$11.3K - $12.2K
|
14.2K
$1.2M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-703- 0.91% |
$54.8K - $59.3K
|
76.7K
$6.48M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.74K- 44.44% |
$682K - $737K
|
10.9K
$923K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
125+ 4.17% |
$9.75K - $10.5K
|
3.13K
$264K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
322+ 56.39% |
$25.1K - $27.2K
|
893
$75.4K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-77.8K- 15.29% |
$6.07M - $6.57M
|
431K
$36.4M
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-271- 60.36% |
$21.1K - $22.9K
|
178
$15K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-476- 2.19% |
$37.1K - $40.2K
|
21.3K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
48K+ 176.19% |
$3.74M - $4.05M
|
75.2K
$6.36M
|