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
|
Assetmark, Inc
|
BUY
|
- |
577+ 1131.37% |
$45K - $48.7K
|
628
$53.1K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
563+ 2.48% |
$43.9K - $47.5K
|
23.3K
$1.97M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
544+ 12.14% |
$42.4K - $45.9K
|
5.03K
$425K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482+ 0.42% |
$37.6K - $40.7K
|
115K
$9.75M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$36.4K - $39.4K
|
467
$39.5K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
459+ 9.33% |
$35.8K - $38.7K
|
5.38K
$454K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
433+ 1.37% |
$33.8K - $36.5K
|
32K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
423+ 0.6% |
$33K - $35.7K
|
70.8K
$5.98M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
408+ 6.44% |
$31.8K - $34.4K
|
6.74K
$570K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
405+ 13.79% |
$31.6K - $34.2K
|
3.34K
$282K
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
398+ 6.03% |
$31K - $33.6K
|
7K
$591K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
389+ 8.39% |
$30.3K - $32.8K
|
5.02K
$424K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
385New |
$30K - $32.5K
|
385
$32.5K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
355+ 4.98% |
$27.7K - $30K
|
7.48K
$632K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
347+ 1.68% |
$27.1K - $29.3K
|
20.9K
$1.77M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
340+ 340.0% |
$26.5K - $28.7K
|
440
$37.2K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
333New |
$26K - $28.1K
|
333
$28.1K
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
323+ 2.75% |
$25.2K - $27.3K
|
12.1K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
322+ 56.39% |
$25.1K - $27.2K
|
893
$75.4K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
317New |
$24.7K - $26.7K
|
317
$26.8K
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
307+ 2.31% |
$23.9K - $25.9K
|
13.6K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
305New |
$23.8K - $25.7K
|
305
$25.8K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
304New |
$23.7K - $25.6K
|
304
$25.7K
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 1.32% |
$22.8K - $24.6K
|
22.5K
$1.9M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 0.43% |
$19.7K - $21.3K
|
59K
$4.98M
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
251+ 1.68% |
$19.6K - $21.2K
|
15.2K
$1.29M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 48.21% |
$19K - $20.5K
|
747
$63.1K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
232+ 6.27% |
$18.1K - $19.6K
|
3.93K
$332K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
226+ 17.89% |
$17.6K - $19.1K
|
1.49K
$126K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
216New |
$16.8K - $18.2K
|
216
$18.2K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
214+ 1.33% |
$16.7K - $18.1K
|
16.3K
$1.38M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
185+ 4.58% |
$14.4K - $15.6K
|
4.22K
$357K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
170+ 44.16% |
$13.3K - $14.3K
|
555
$46.9K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
168New |
$13.1K - $14.2K
|
168
$14.2K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
166+ 3.52% |
$12.9K - $14K
|
4.88K
$413K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
161+ 1.94% |
$12.6K - $13.6K
|
8.47K
$716K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
160+ 72.4% |
$12.5K - $13.5K
|
381
$32.2K
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
160+ 6.12% |
$12.5K - $13.5K
|
2.78K
$235K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.68% |
$12.3K - $13.3K
|
9.54K
$806K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 20.98% |
$11.7K - $12.7K
|
865
$73.1K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$11.7K - $12.7K
|
150
$12.7K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
145+ 1.03% |
$11.3K - $12.2K
|
14.2K
$1.2M
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
133+ 1.06% |
$10.4K - $11.2K
|
12.7K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
132+ 0.95% |
$10.3K - $11.1K
|
14.1K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129+ 5.06% |
$10.1K - $10.9K
|
2.68K
$226K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
125New |
$9.75K - $10.5K
|
125
$10.6K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
125+ 4.17% |
$9.75K - $10.5K
|
3.13K
$264K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
114+ 0.11% |
$8.89K - $9.62K
|
101K
$8.51M
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
103+ 0.47% |
$8.03K - $8.69K
|
22K
$1.86M
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
91+ 1.57% |
$7.1K - $7.68K
|
5.88K
$497K
|