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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.28K+ 4.09% |
$508K - $538K
|
160K
$12.6M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 50.98% |
$508K - $537K
|
18.6K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$499K - $528K
|
6.17K
$488K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.95K+ 74.34% |
$481K - $509K
|
13.9K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.65K+ 23.41% |
$457K - $484K
|
29.8K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.56K+ 10.18% |
$450K - $477K
|
60.2K
$4.76M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.55K+ 139.25% |
$449K - $476K
|
9.54K
$755K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.49K+ 0.43% |
$444K - $470K
|
1.28M
$101M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.3KNew |
$429K - $454K
|
5.3K
$419K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.26K+ 49.32% |
$426K - $451K
|
15.9K
$1.26M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.21K+ 101.96% |
$421K - $446K
|
10.3K
$816K
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
5.14KNew |
$416K - $440K
|
5.14K
$407K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.14K+ 4.8% |
$416K - $440K
|
112K
$8.88M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.91KNew |
$398K - $421K
|
4.91K
$389K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.91K+ 6.16% |
$398K - $421K
|
84.6K
$6.69M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.77K+ 40.93% |
$386K - $408K
|
16.4K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.76K+ 0.95% |
$385K - $407K
|
503K
$39.8M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.7K+ 1.24% |
$380K - $403K
|
384K
$30.4M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.63K+ 34.01% |
$375K - $397K
|
18.2K
$1.44M
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
4.62K+ 6.13% |
$373K - $395K
|
79.9K
$6.32M
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.56KNew |
$369K - $391K
|
4.56K
$361K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.48KNew |
$363K - $384K
|
4.48K
$354K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.45KNew |
$360K - $381K
|
4.45K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.43KNew |
$358K - $379K
|
4.43K
$350K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.37K+ 10.68% |
$354K - $374K
|
45.3K
$3.58M
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 33.34% |
$348K - $368K
|
17.2K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.22KNew |
$342K - $362K
|
4.22K
$334K
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4.21KNew |
$341K - $361K
|
4.21K
$333K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4.11K+ 115.77% |
$333K - $352K
|
7.66K
$606K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.97K+ 19.42% |
$322K - $340K
|
24.4K
$1.93M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 19.72% |
$316K - $335K
|
23.7K
$1.88M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.89K+ 62.16% |
$314K - $333K
|
10.1K
$802K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.86K+ 3.45% |
$312K - $331K
|
116K
$9.16M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$312K - $330K
|
3.85K
$305K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.79K+ 7.79% |
$306K - $324K
|
52.4K
$4.15M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.77KNew |
$305K - $323K
|
3.77K
$298K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.75KNew |
$303K - $321K
|
3.75K
$297K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.67K+ 7.37% |
$297K - $315K
|
53.5K
$4.23M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 3.63% |
$289K - $306K
|
102K
$8.07M
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.55K+ 3.92% |
$287K - $304K
|
94.2K
$7.45M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.55K+ 32.71% |
$287K - $304K
|
14.4K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$280K
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.46K+ 3.12% |
$280K - $296K
|
114K
$9.04M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.45K+ 97.32% |
$279K - $295K
|
6.99K
$553K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.37KNew |
$272K - $288K
|
3.37K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.3KNew |
$267K - $282K
|
3.3K
$261K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.29K+ 53.9% |
$266K - $282K
|
9.39K
$743K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.29K+ 37.3% |
$266K - $281K
|
12.1K
$957K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.25K+ 2.0% |
$263K - $278K
|
166K
$13.1M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.19K+ 3.27% |
$258K - $273K
|
101K
$7.97M
|