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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$28.9K - $31.6K
|
400
$34K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
281+ 0.26% |
$20.3K - $22.2K
|
110K
$9.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 25.99% |
$16.6K - $18.2K
|
1.12K
$94.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
177New |
$12.8K - $14K
|
177
$15.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
163New |
$11.8K - $12.9K
|
163
$13.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
135New |
$9.76K - $10.7K
|
135
$11.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
118+ 14.84% |
$8.53K - $9.32K
|
913
$77.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$7.23K - $7.9K
|
100
$8.51K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
87New |
$6.29K - $6.87K
|
87
$7.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
73New |
$5.28K - $5.77K
|
73
$6.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$3.69K - $4.03K
|
51
$4.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47+ 4700.0% |
$3.4K - $3.71K
|
48
$4.08K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$1.74K - $1.9K
|
24
$2.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$506 - $553
|
7
$595
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.93% |
$72.3 - $79
|
109
$9.27K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
260K+ 63.47% |
$18.1M - $19.8M
|
669K
$56.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
49.7KNew |
$3.46M - $3.79M
|
49.7K
$4.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
37K+ 523.06% |
$2.57M - $2.82M
|
44.1K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.6K+ 2.79% |
$1.36M - $1.5M
|
721K
$61.3M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.2KNew |
$1.27M - $1.39M
|
18.2K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.6KNew |
$877K - $961K
|
12.6K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$776K - $852K
|
11.2K
$949K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.62KNew |
$669K - $734K
|
9.62K
$818K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.93KNew |
$621K - $681K
|
8.93K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$438K - $481K
|
6.3K
$536K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.99KNew |
$278K - $304K
|
3.99K
$339K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.75KNew |
$261K - $286K
|
3.75K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$243K - $267K
|
3.5K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.03K+ 17.94% |
$210K - $231K
|
19.9K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
2.7KNew |
$188K - $206K
|
2.7K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.69KNew |
$187K - $205K
|
2.69K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38K+ 7.86% |
$166K - $182K
|
32.7K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.36KNew |
$94.5K - $104K
|
1.36K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.1K+ 5.52% |
$76.4K - $83.9K
|
21K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
484+ 7.11% |
$33.7K - $36.9K
|
7.29K
$620K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
335New |
$23.3K - $25.6K
|
335
$28.5K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.5K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
266New |
$18.5K - $20.3K
|
266
$22.6K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
262New |
$18.2K - $20K
|
262
$22.3K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
248+ 63.75% |
$17.3K - $18.9K
|
637
$54.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
248New |
$17.3K - $18.9K
|
248
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102New |
$7.1K - $7.78K
|
102
$8.68K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
90+ 1.58% |
$6.26K - $6.87K
|
5.79K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
48New |
$3.34K - $3.66K
|
48
$4.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
26+ 5.54% |
$1.81K - $1.98K
|
495
$42.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22New |
$1.53K - $1.68K
|
22
$1.87K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
182KNew |
$11.2M - $12.8M
|
182K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
13.2KNew |
$808K - $925K
|
13.2K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.32KNew |
$573K - $656K
|
9.32K
$793K
|
|