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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.4K - $1.64K
|
26
$2.19K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$643K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.72KNew |
$261K - $304K
|
4.72K
$398K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.9KNew |
$105K - $123K
|
1.9K
$160K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.14K+ 18.89% |
$63.4K - $73.8K
|
7.2K
$608K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
398New |
$22.1K - $25.7K
|
398
$33.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
225New |
$12.5K - $14.5K
|
225
$19K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
203+ 1.41% |
$11.3K - $13.1K
|
14.6K
$1.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
118New |
$6.54K - $7.62K
|
118
$9.96K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$2.55K - $2.97K
|
46
$3.88K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26.2KNew |
$1.57M - $1.73M
|
26.2K
$2.21M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150New |
$9.01K - $9.93K
|
150
$12.7K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
124New |
$7.45K - $8.21K
|
124
$10.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
8KNew |
$472K - $528K
|
8K
$675K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4.55KNew |
$268K - $300K
|
4.55K
$384K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.3KNew |
$195K - $218K
|
3.3K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
794New |
$46.8K - $52.4K
|
794
$67K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
654New |
$38.6K - $43.2K
|
654
$55.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
409New |
$24.1K - $27K
|
409
$34.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29KNew |
$1.71M - $1.82M
|
29K
$2.45M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.75KNew |
$397K - $424K
|
6.75K
$570K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.22KNew |
$71.8K - $76.5K
|
1.22K
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
402+ 10.94% |
$23.7K - $25.2K
|
4.08K
$344K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
109+ 1.3% |
$6.41K - $6.84K
|
8.5K
$717K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.6KNew |
$244K - $265K
|
4.6K
$388K
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
241New |
$12.8K - $13.9K
|
241
$20.3K
|
|
| Q4 2020 | |||||||
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.25KNew |
$203K - $229K
|
4.25K
$359K
|
|
|
Feb 12, 2021
Q4 2020
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.75KNew |
$179K - $202K
|
3.75K
$316K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.22KNew |
$58.2K - $65.8K
|
1.22K
$103K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
400New |
$19.1K - $21.6K
|
400
$33.8K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Hya Advisors, Inc
|
BUY
|
- |
4.77KNew |
$178K - $225K
|
4.77K
$402K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
161New |
$6.02K - $7.59K
|
161
$13.6K
|
|
| Q1 2020 | |||||||
|
Dec 20, 2023
Q1 2020
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.55KNew |
$85.8K - $127K
|
2.55K
$215K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 10.7% |
$1.38K - $2.04K
|
424
$35.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
204KNew |
N/A
|
204K
$17.2M
|
|
|
Oct 04, 2024
Q3 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6KNew |
N/A
|
6K
$507K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Taiyo Life Insurance CO
|
BUY
|
- |
850KNew |
N/A
|
850K
$71.8M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$84.4
|
|