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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
338New |
$20.1K - $21.4K
|
338
$28.6K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
333New |
$19.8K - $21.1K
|
333
$28.1K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
331New |
$19.6K - $21K
|
331
$28K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
239New |
$14.2K - $15.2K
|
239
$20.2K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69New |
$4.09K - $4.38K
|
69
$5.83K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38New |
$2.25K - $2.41K
|
38
$3.21K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
106KNew |
$5.78M - $6.71M
|
106K
$8.93M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
71.2KNew |
$3.9M - $4.52M
|
71.2K
$6.02M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
19.9K+ 13.22% |
$1.09M - $1.26M
|
170K
$14.4M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
12.1KNew |
$664K - $770K
|
12.1K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$602K - $698K
|
11K
$929K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.39KNew |
$349K - $406K
|
6.39K
$540K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.05KNew |
$276K - $321K
|
5.05K
$427K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
5.03KNew |
$275K - $319K
|
5.03K
$425K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.67KNew |
$256K - $297K
|
4.67K
$395K
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
4.11KNew |
$225K - $261K
|
4.11K
$347K
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.39KNew |
$186K - $215K
|
3.39K
$287K
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.34KNew |
$183K - $212K
|
3.34K
$282K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$85.9K - $99.7K
|
1.57K
$133K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1KNew |
$54.7K - $63.5K
|
1K
$84.5K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
671New |
$36.7K - $42.6K
|
671
$56.7K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
505+ 9.17% |
$27.6K - $32.1K
|
6.01K
$508K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
414New |
$22.6K - $26.3K
|
414
$35K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
180New |
$9.85K - $11.4K
|
180
$15.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
28+ 100.0% |
$1.53K - $1.78K
|
56
$4.73K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$219 - $254
|
11.5K
$973K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.27% |
$54.7 - $63.5
|
378
$31.9K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$54.7 - $63.5
|
1
$84.5
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
453KNew |
$24.4M - $28.6M
|
453K
$38.3M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
74.5KNew |
$4.02M - $4.7M
|
74.5K
$6.29M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
44.2KNew |
$2.38M - $2.79M
|
44.2K
$3.74M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.87KNew |
$208K - $244K
|
3.87K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.91K+ 4.65% |
$103K - $121K
|
43K
$3.63M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
869+ 3103.57% |
$46.8K - $54.8K
|
897
$75.8K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
685+ 0.33% |
$36.9K - $43.2K
|
211K
$17.8M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
669+ 12.55% |
$36.1K - $42.2K
|
6K
$507K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
543+ 4.04% |
$29.3K - $34.3K
|
14K
$1.18M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$25.3K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
300New |
$16.2K - $18.9K
|
300
$25.3K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
113+ 5.11% |
$6.09K - $7.13K
|
2.32K
$196K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104New |
$5.61K - $6.56K
|
104
$8.79K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$1.4K - $1.64K
|
26
$2.2K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.62KNew |
$422K - $492K
|
7.62K
$644K
|
|
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
$161K
|
|
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
$9.97K
|