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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.37KNew |
$263K - $284K
|
3.37K
$285K
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.36KNew |
$262K - $283K
|
3.36K
$284K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.31K+ 6.17% |
$258K - $279K
|
57K
$4.81M
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.24K+ 17.73% |
$252K - $273K
|
21.5K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.22K+ 4.13% |
$251K - $272K
|
81.2K
$6.86M
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.19K+ 20.12% |
$249K - $269K
|
19K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.19K+ 22.61% |
$249K - $269K
|
17.3K
$1.46M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$234K - $253K
|
3K
$253K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.9KNew |
$226K - $244K
|
2.9K
$245K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.88KNew |
$224K - $243K
|
2.88K
$243K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.77K+ 7.42% |
$216K - $234K
|
40.1K
$3.39M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.74K+ 19.95% |
$214K - $231K
|
16.5K
$1.39M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.71K+ 7.78% |
$212K - $229K
|
37.6K
$3.17M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68KNew |
$209K - $226K
|
2.68K
$227K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.53K+ 22.66% |
$198K - $214K
|
13.7K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.17K+ 4.64% |
$169K - $183K
|
49K
$4.14M
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.16K+ 4.77% |
$168K - $182K
|
47.4K
$4.01M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 30.26% |
$165K - $178K
|
9.1K
$769K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 6.93% |
$157K - $170K
|
31.1K
$2.62M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.97K+ 3.55% |
$154K - $166K
|
57.4K
$4.85M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.93K+ 3.02% |
$150K - $162K
|
65.7K
$5.55M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.82K+ 4.02% |
$142K - $154K
|
47.1K
$3.98M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.73KNew |
$135K - $146K
|
1.73K
$146K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.72K+ 16.77% |
$134K - $145K
|
12K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.72K+ 5.14% |
$134K - $145K
|
35.2K
$2.97M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.63K+ 13.41% |
$127K - $137K
|
13.8K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 3.07% |
$125K - $135K
|
54K
$4.56M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 8.48% |
$117K - $126K
|
19.1K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.45K+ 2.77% |
$113K - $123K
|
53.9K
$4.55M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 9.98% |
$112K - $121K
|
15.8K
$1.34M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 18.28% |
$108K - $117K
|
8.94K
$755K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.36K+ 384.18% |
$106K - $115K
|
1.71K
$145K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.35K+ 5.95% |
$105K - $113K
|
23.9K
$2.02M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.34K+ 8.43% |
$104K - $113K
|
17.2K
$1.45M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 24.87% |
$97.7K - $106K
|
6.29K
$531K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.25K+ 7.81% |
$97.2K - $105K
|
17.2K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$94.9K - $103K
|
1.22K
$103K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.18K+ 26.64% |
$92K - $99.6K
|
5.61K
$474K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13KNew |
$87.8K - $94.9K
|
1.13K
$95.1K
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.05K+ 3.01% |
$81.9K - $88.6K
|
35.9K
$3.03M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.02K+ 38.71% |
$79.2K - $85.6K
|
3.64K
$307K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
968+ 5.34% |
$75.5K - $81.7K
|
19.1K
$1.61M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
930+ 5.87% |
$72.5K - $78.5K
|
16.8K
$1.42M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
739+ 15.42% |
$57.6K - $62.3K
|
5.53K
$467K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
717+ 3.65% |
$55.9K - $60.5K
|
20.3K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
660+ 15.63% |
$51.5K - $55.7K
|
4.88K
$413K
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
657+ 3.17% |
$51.2K - $55.4K
|
21.4K
$1.81M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
636New |
$49.6K - $53.7K
|
636
$53.7K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
624+ 2.16% |
$48.7K - $52.6K
|
29.6K
$2.5M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
578New |
$45.1K - $48.8K
|
578
$48.8K
|