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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.15KNew |
$255K - $270K
|
3.15K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.1KNew |
$251K - $266K
|
3.1K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.99KNew |
$242K - $256K
|
2.99K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.85KNew |
$231K - $244K
|
2.85K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.67KNew |
$216K - $228K
|
2.67K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.66KNew |
$215K - $228K
|
2.66K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.54K+ 6.92% |
$206K - $218K
|
39.3K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53KNew |
$205K - $217K
|
2.53K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$175K - $185K
|
2.16K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 10.43% |
$163K - $172K
|
21.3K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.33KNew |
$108K - $114K
|
1.33K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.22K+ 0.41% |
$98.4K - $104K
|
295K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.2K+ 30.54% |
$97.3K - $103K
|
5.14K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
757New |
$61.3K - $64.8K
|
757
$64K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
721+ 23.78% |
$58.4K - $61.8K
|
3.75K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
714New |
$57.8K - $61.2K
|
714
$60.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
646New |
$52.3K - $55.3K
|
646
$54.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
616+ 9.82% |
$49.9K - $52.8K
|
6.89K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
595New |
$48.2K - $51K
|
595
$50.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
573+ 23.7% |
$46.4K - $49.1K
|
2.99K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
514New |
$41.6K - $44K
|
514
$43.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
459+ 13.92% |
$37.1K - $39.3K
|
3.76K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
393+ 5.47% |
$31.8K - $33.7K
|
7.58K
$641K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
381New |
$30.8K - $32.6K
|
381
$32.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
355New |
$28.7K - $30.4K
|
355
$30K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
335+ 7.56% |
$27.1K - $28.7K
|
4.76K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
327New |
$26.5K - $28K
|
327
$27.6K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
316New |
$25.6K - $27.1K
|
316
$26.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
294+ 4.0% |
$23.8K - $25.2K
|
7.65K
$646K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
262+ 5.8% |
$21.2K - $22.4K
|
4.78K
$404K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$16.5K - $17.5K
|
204
$17.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
180New |
$14.6K - $15.4K
|
180
$15.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
180+ 4.53% |
$14.6K - $15.4K
|
4.15K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
116New |
$9.39K - $9.94K
|
116
$9.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110+ 2.8% |
$8.9K - $9.42K
|
4.04K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110New |
$8.9K - $9.42K
|
110
$9.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109+ 4.89% |
$8.82K - $9.34K
|
2.34K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 420.0% |
$8.5K - $8.99K
|
130
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
83+ 36.56% |
$6.72K - $7.11K
|
310
$26.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
75+ 2.15% |
$6.07K - $6.42K
|
3.56K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
74+ 1.27% |
$5.99K - $6.34K
|
5.91K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
50+ 16.78% |
$4.05K - $4.28K
|
348
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.25% |
$567 - $600
|
2.83K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$80.9 - $85.7
|
165
$13.9K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35K+ 190.22% |
$2.66M - $2.91M
|
53.4K
$4.51M
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
19.1K+ 9.4% |
$1.45M - $1.59M
|
222K
$18.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16.9KNew |
$1.28M - $1.41M
|
16.9K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.65M
|
|