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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$1.99M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$830K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$104M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.46M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.38K+ 136.15% |
$332K - $364K
|
7.59K
$641K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$323K
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.45KNew |
$262K - $287K
|
3.45K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $248K
|
2.98K
$252K
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$193K - $212K
|
2.54K
$215K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$192K - $210K
|
2.53K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$203K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 8.15% |
$178K - $195K
|
31K
$2.62M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32KNew |
$100K - $110K
|
1.32K
$112K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.29K+ 5.4% |
$98.2K - $108K
|
25.2K
$2.13M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.06KNew |
$80.4K - $88.1K
|
1.06K
$89.5K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
542+ 9.42% |
$41.1K - $45.1K
|
6.29K
$532K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
413New |
$31.3K - $34.4K
|
413
$34.9K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
346+ 1.53% |
$26.3K - $28.8K
|
23K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$557K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
227+ 2.53% |
$17.2K - $18.9K
|
9.18K
$776K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$17.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$6.6K - $7.24K
|
87
$7.35K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
83New |
$6.3K - $6.91K
|
83
$7.01K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$3.72K - $4.08K
|
49
$4.14K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30New |
$2.28K - $2.5K
|
30
$2.53K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$835 - $915
|
7.27K
$614K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.06% |
$531 - $582
|
11K
$927K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.88% |
$75.9 - $83.2
|
114
$9.63K
|
|
Q2 2024 | |||||||
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
253K+ 437.8% |
$18.3M - $20M
|
311K
$26.3M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
202KNew |
$14.6M - $15.9M
|
202K
$17M
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
165K+ 79.62% |
$11.9M - $13M
|
371K
$31.4M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.1KNew |
$1.16M - $1.27M
|
16.1K
$1.36M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
13K+ 1.83% |
$938K - $1.03M
|
722K
$61M
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11.5KNew |
$831K - $908K
|
11.5K
$971K
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
6.23KNew |
$451K - $493K
|
6.23K
$527K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.55KNew |
$329K - $360K
|
4.55K
$385K
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
4KNew |
$289K - $316K
|
4K
$338K
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.98KNew |
$288K - $314K
|
3.98K
$336K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$274K - $300K
|
3.8K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.35KNew |
$242K - $265K
|
3.35K
$283K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 108.85% |
$190K - $208K
|
5.05K
$427K
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
2.63KNew |
$190K - $208K
|
2.63K
$222K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.95KNew |
$141K - $154K
|
1.95K
$164K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.32KNew |
$95.2K - $104K
|
1.32K
$111K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.13K+ 250.22% |
$81.4K - $89K
|
1.58K
$133K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
833New |
$60.2K - $65.8K
|
833
$70.4K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
751+ 17.32% |
$54.3K - $59.3K
|
5.09K
$430K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
610New |
$44.1K - $48.2K
|
610
$51.5K
|