Latest Institutional Purchases of Wisdomtree Tr Us Quality Divid (DGRW)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Us Quality Divid (DGRW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
254K+ 95.9% |
$19.3M - $21.1M
|
519K
$43.6M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
69.6K+ 124.43% |
$5.28M - $5.79M
|
126K
$10.6M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 21.67% |
$3.96M - $4.34M
|
293K
$24.6M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50.2K+ 30.27% |
$3.81M - $4.17M
|
216K
$18.1M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$4.18M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49.6K+ 7.7% |
$3.76M - $4.12M
|
693K
$58.3M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8KNew |
$3.55M - $3.89M
|
46.8K
$3.93M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
44.2K+ 42.17% |
$3.35M - $3.67M
|
149K
$12.5M
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
34.8K+ 30.47% |
$2.64M - $2.9M
|
149K
$12.5M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 77.09% |
$2.08M - $2.29M
|
63.1K
$5.3M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
24K+ 22.78% |
$1.82M - $1.99M
|
129K
$10.9M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.3K+ 23.24% |
$1.76M - $1.94M
|
123K
$10.4M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21.8KNew |
$1.65M - $1.81M
|
21.8K
$1.83M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.7K+ 22.69% |
$1.42M - $1.55M
|
101K
$8.48M
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.5K+ 3.82% |
$1.4M - $1.54M
|
502K
$42.2M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16.9KNew |
$1.28M - $1.41M
|
16.9K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.9K+ 12.26% |
$978K - $1.07M
|
118K
$9.92M
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.3K+ 30.62% |
$932K - $1.02M
|
52.4K
$4.41M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2K+ 11.02% |
$851K - $934K
|
113K
$9.51M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
9.95K+ 15.24% |
$755K - $828K
|
75.3K
$6.33M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.5KNew |
$721K - $791K
|
9.5K
$799K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.37K+ 6.09% |
$711K - $780K
|
163K
$13.7M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.35K+ 8.02% |
$710K - $778K
|
126K
$10.6M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
8.7K+ 1.06% |
$660K - $724K
|
830K
$69.8M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
8.31K+ 1.08% |
$631K - $692K
|
781K
$65.6M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8KNew |
$607K - $666K
|
8K
$672K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 165.13% |
$581K - $638K
|
12.3K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$103M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
7.19KNew |
$545K - $598K
|
7.19K
$604K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.89K+ 144.83% |
$523K - $573K
|
11.6K
$979K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.99K+ 78.56% |
$455K - $499K
|
13.6K
$1.14M
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.84K+ 4.86% |
$443K - $486K
|
126K
$10.6M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.72K+ 83.97% |
$434K - $476K
|
12.5K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.81K+ 21.99% |
$365K - $400K
|
26.7K
$2.24M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.73KNew |
$359K - $393K
|
4.73K
$397K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.66K+ 1.95% |
$353K - $388K
|
244K
$20.5M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.26K+ 3.54% |
$323K - $355K
|
125K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.45KNew |
$262K - $287K
|
3.45K
$290K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.37K+ 35.33% |
$256K - $281K
|
12.9K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.08KNew |
$234K - $256K
|
3.08K
$259K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.07K+ 14.8% |
$233K - $256K
|
23.8K
$2M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.05K+ 2.52% |
$231K - $253K
|
124K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3K+ 1.11% |
$227K - $249K
|
274K
$23M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.85K+ 51.86% |
$216K - $237K
|
8.34K
$701K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77K+ 5.79% |
$210K - $231K
|
50.7K
$4.26M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.62K+ 4.21% |
$198K - $218K
|
64.7K
$5.44M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$209K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2.45K+ 1.44% |
$186K - $204K
|
173K
$14.5M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 8.15% |
$178K - $195K
|
31K
$2.61M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.09K+ 2.18% |
$159K - $174K
|
97.9K
$8.23M
|