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 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$243 - $257
|
1.27K
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.05% |
$162 - $171
|
3.64K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.41% |
$162 - $171
|
494
$39.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$162 - $171
|
477
$37.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.04% |
$162 - $171
|
5.27K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$80.9 - $85.7
|
5.11K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.61% |
$80.9 - $85.7
|
165
$13.1K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35K+ 190.22% |
$2.66M - $2.91M
|
53.4K
$4.22M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19K+ 3.89% |
$1.44M - $1.58M
|
508K
$40.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
16.9KNew |
$1.28M - $1.41M
|
16.9K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 27.1% |
$891K - $977K
|
55.1K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.1K+ 75.32% |
$769K - $844K
|
23.6K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.83KNew |
$746K - $818K
|
9.83K
$777K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.31K+ 5.57% |
$706K - $774K
|
176K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.4K+ 0.61% |
$561K - $616K
|
1.23M
$96.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 61.07% |
$498K - $546K
|
17.3K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.78KNew |
$362K - $397K
|
4.78K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.73KNew |
$359K - $393K
|
4.73K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.38K+ 136.15% |
$332K - $364K
|
7.59K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.07K+ 48.79% |
$309K - $339K
|
12.4K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.83KNew |
$290K - $319K
|
3.83K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
3.45KNew |
$262K - $287K
|
3.45K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $248K
|
2.98K
$236K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77K+ 5.79% |
$210K - $231K
|
50.7K
$4.01M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.54KNew |
$193K - $212K
|
2.54K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$192K - $210K
|
2.53K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.49KNew |
$189K - $207K
|
2.49K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$183K - $200K
|
2.41K
$190K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 8.15% |
$178K - $195K
|
31K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32KNew |
$100K - $110K
|
1.32K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.29K+ 5.4% |
$98.2K - $108K
|
25.2K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.06KNew |
$80.4K - $88.1K
|
1.06K
$83.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
542+ 9.42% |
$41.1K - $45.1K
|
6.29K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
514+ 11.67% |
$39K - $42.8K
|
4.92K
$389K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
413New |
$31.3K - $34.4K
|
413
$32.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
346+ 1.53% |
$26.3K - $28.8K
|
23K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 3.94% |
$19K - $20.8K
|
6.59K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
227+ 2.53% |
$17.2K - $18.9K
|
9.18K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
211New |
$16K - $17.6K
|
211
$16.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
191+ 4.22% |
$14.5K - $15.9K
|
4.72K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
128+ 2.61% |
$9.71K - $10.7K
|
5.03K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87New |
$6.6K - $7.24K
|
87
$6.88K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
83New |
$6.3K - $6.91K
|
83
$6.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
75+ 0.34% |
$5.69K - $6.24K
|
21.9K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
65+ 11.71% |
$4.93K - $5.41K
|
620
$49K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$3.72K - $4.08K
|
49
$3.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.38% |
$3.04K - $3.33K
|
10.6K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
30New |
$2.28K - $2.5K
|
30
$2.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$835 - $915
|
7.27K
$575K
|
|