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 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$6.32K - $6.83K
|
81
$6.84K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
81+ 0.38% |
$6.32K - $6.83K
|
21.3K
$1.8M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
76+ 33.19% |
$5.93K - $6.41K
|
305
$25.8K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75+ 4.58% |
$5.85K - $6.33K
|
1.71K
$145K
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
72New |
$5.62K - $6.07K
|
72
$6.08K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.35% |
$5.54K - $5.99K
|
20.4K
$1.72M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
57+ 0.76% |
$4.45K - $4.81K
|
7.58K
$641K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47+ 0.64% |
$3.67K - $3.97K
|
7.35K
$621K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
42+ 26.58% |
$3.28K - $3.54K
|
200
$16.9K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41+ 0.24% |
$3.2K - $3.46K
|
17.4K
$1.47M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
41New |
$3.2K - $3.46K
|
41
$3.46K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
38+ 0.13% |
$2.96K - $3.21K
|
29K
$2.45M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.46% |
$2.73K - $2.95K
|
7.7K
$650K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.58% |
$2.18K - $2.36K
|
4.83K
$408K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
27New |
$2.11K - $2.28K
|
27
$2.28K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.39% |
$1.95K - $2.11K
|
6.46K
$545K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19+ 0.37% |
$1.48K - $1.6K
|
5.13K
$434K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.24% |
$1.25K - $1.35K
|
6.75K
$570K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
15New |
$1.17K - $1.27K
|
15
$1.27K
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.01% |
$1.09K - $1.18K
|
114K
$9.66M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 0.26% |
$1.09K - $1.18K
|
5.43K
$459K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.09% |
$1.01K - $1.1K
|
14.6K
$1.23M
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.34% |
$936 - $1.01K
|
3.55K
$300K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.38% |
$780 - $844
|
2.66K
$225K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8+ 0.07% |
$624 - $675
|
11K
$928K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.08% |
$390 - $422
|
6.2K
$524K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.04% |
$312 - $337
|
10.6K
$894K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$234 - $253
|
3.06K
$258K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$156 - $169
|
2.95K
$250K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.03% |
$78 - $84.4
|
3.7K
$312K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$78 - $84.4
|
495
$41.8K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.24% |
$78 - $84.4
|
424
$35.8K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.3KNew |
$3.75M - $3.97M
|
46.3K
$3.91M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
21.6KNew |
$1.75M - $1.85M
|
21.6K
$1.83M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18.6KNew |
$1.51M - $1.59M
|
18.6K
$1.57M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16KNew |
$1.29M - $1.37M
|
16K
$1.35M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 1.85% |
$1.15M - $1.22M
|
783K
$66.2M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
13.2KNew |
$1.07M - $1.13M
|
13.2K
$1.11M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8.9K+ 1.75% |
$720K - $762K
|
517K
$43.7M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
6.69K+ 186.57% |
$542K - $573K
|
10.3K
$869K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.31K+ 260.01% |
$511K - $541K
|
8.74K
$739K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.29KNew |
$509K - $539K
|
6.29K
$532K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.3KNew |
$429K - $454K
|
5.3K
$448K
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
5.14KNew |
$416K - $440K
|
5.14K
$434K
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
4.45KNew |
$360K - $381K
|
4.45K
$376K
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
4.21KNew |
$341K - $361K
|
4.21K
$356K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$312K - $330K
|
3.85K
$326K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.54KNew |
$286K - $303K
|
3.54K
$299K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.37KNew |
$272K - $288K
|
3.37K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.3KNew |
$267K - $282K
|
3.3K
$278K
|