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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 18.75% |
$80.3K - $87.7K
|
7.03K
$591K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.32% |
$79.6K - $87K
|
34.3K
$2.88M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 39.58% |
$79.5K - $86.9K
|
3.88K
$326K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.07K+ 31.07% |
$77.7K - $84.9K
|
4.53K
$381K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.03K+ 15.96% |
$74.6K - $81.5K
|
7.5K
$630K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
962+ 8.62% |
$69.6K - $76K
|
12.1K
$1.02M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
873+ 11.69% |
$63.1K - $69K
|
8.34K
$701K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
833New |
$60.2K - $65.8K
|
833
$70K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
806New |
$58.3K - $63.7K
|
806
$67.8K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
783+ 7.27% |
$56.6K - $61.9K
|
11.6K
$972K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
751+ 17.32% |
$54.3K - $59.3K
|
5.09K
$428K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
702+ 18.65% |
$50.8K - $55.5K
|
4.47K
$375K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
685New |
$49.5K - $54.1K
|
685
$57.6K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
681+ 7.39% |
$49.2K - $53.8K
|
9.9K
$832K
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
625+ 10.89% |
$45.2K - $49.4K
|
6.36K
$535K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
619+ 3.68% |
$44.8K - $48.9K
|
17.4K
$1.47M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
610New |
$44.1K - $48.2K
|
610
$51.3K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
602+ 13.82% |
$43.5K - $47.6K
|
4.96K
$417K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
545+ 6.46% |
$39.4K - $43.1K
|
8.98K
$755K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
525+ 2.85% |
$38K - $41.5K
|
19K
$1.6M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
519+ 16.23% |
$37.5K - $41K
|
3.72K
$312K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
500New |
$36.2K - $39.5K
|
500
$42K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
471+ 9.59% |
$34.1K - $37.2K
|
5.38K
$452K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
454+ 17.43% |
$32.8K - $35.9K
|
3.06K
$257K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
449+ 3.66% |
$32.5K - $35.5K
|
12.7K
$1.07M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 2.07% |
$31.4K - $34.3K
|
21.4K
$1.8M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
400+ 7.02% |
$28.9K - $31.6K
|
6.1K
$513K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$28.9K - $31.6K
|
400
$33.6K
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
380+ 6.89% |
$27.5K - $30K
|
5.89K
$495K
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
364+ 11.93% |
$26.3K - $28.8K
|
3.41K
$287K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
353+ 2.33% |
$25.5K - $27.9K
|
15.5K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
347+ 1.93% |
$25.1K - $27.4K
|
18.3K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
346+ 7.27% |
$25K - $27.3K
|
5.1K
$429K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
335+ 3.05% |
$24.2K - $26.5K
|
11.3K
$951K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
330+ 0.29% |
$23.9K - $26.1K
|
114K
$9.58M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
308+ 2.34% |
$22.3K - $24.3K
|
13.5K
$1.13M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
308+ 0.93% |
$22.3K - $24.3K
|
33.4K
$2.81M
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
308+ 0.55% |
$22.3K - $24.3K
|
55.9K
$4.7M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
296+ 10.49% |
$21.4K - $23.4K
|
3.12K
$262K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
290+ 3.61% |
$21K - $22.9K
|
8.32K
$699K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
281+ 0.26% |
$20.3K - $22.2K
|
110K
$9.27M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
246+ 2.42% |
$17.8K - $19.4K
|
10.4K
$876K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
230+ 25.99% |
$16.6K - $18.2K
|
1.12K
$93.7K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
224+ 4.4% |
$16.2K - $17.7K
|
5.32K
$447K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
220+ 5.86% |
$15.9K - $17.4K
|
3.97K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
198+ 11.82% |
$14.3K - $15.6K
|
1.87K
$157K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
191+ 2.7% |
$13.8K - $15.1K
|
7.26K
$610K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
190+ 1.39% |
$13.7K - $15K
|
13.8K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
177New |
$12.8K - $14K
|
177
$14.9K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
167+ 1.21% |
$12.1K - $13.2K
|
14K
$1.18M
|