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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.5KNew |
$871K - $956K
|
12.5K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2KNew |
$776K - $852K
|
11.2K
$942K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.62KNew |
$669K - $734K
|
9.62K
$812K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.93KNew |
$621K - $681K
|
8.93K
$754K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.3KNew |
$438K - $481K
|
6.3K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.26KNew |
$297K - $325K
|
4.26K
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.99KNew |
$278K - $304K
|
3.99K
$337K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.75KNew |
$261K - $286K
|
3.75K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.5KNew |
$243K - $267K
|
3.5K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.03K+ 17.94% |
$210K - $231K
|
19.9K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
2.7KNew |
$188K - $206K
|
2.7K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.69KNew |
$187K - $205K
|
2.69K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38K+ 7.86% |
$166K - $182K
|
32.7K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.58KNew |
$110K - $121K
|
1.58K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.36KNew |
$94.5K - $104K
|
1.36K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.1K+ 5.52% |
$76.4K - $83.9K
|
21K
$1.77M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
748New |
$52K - $57.1K
|
748
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
484+ 7.11% |
$33.7K - $36.9K
|
7.29K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
475+ 13.92% |
$33K - $36.2K
|
3.89K
$328K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$32.5K - $35.6K
|
467
$39.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
335New |
$23.3K - $25.6K
|
335
$28.3K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
300New |
$20.9K - $22.9K
|
300
$25.3K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
266New |
$18.5K - $20.3K
|
266
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
262New |
$18.2K - $20K
|
262
$22.1K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
248+ 63.75% |
$17.3K - $18.9K
|
637
$53.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
248New |
$17.3K - $18.9K
|
248
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102New |
$7.1K - $7.78K
|
102
$8.61K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
90+ 1.58% |
$6.26K - $6.87K
|
5.79K
$489K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 1.07% |
$3.76K - $4.12K
|
5.09K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
48New |
$3.34K - $3.66K
|
48
$4.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
26+ 5.54% |
$1.81K - $1.98K
|
495
$41.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22New |
$1.53K - $1.68K
|
22
$1.86K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
182KNew |
$11.2M - $12.8M
|
182K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.6K+ 273.49% |
$2.25M - $2.57M
|
49.9K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
13.2KNew |
$808K - $925K
|
13.2K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.7KNew |
$596K - $682K
|
9.7K
$819K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.32KNew |
$573K - $656K
|
9.32K
$787K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.16KNew |
$501K - $574K
|
8.16K
$689K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.42KNew |
$333K - $381K
|
5.42K
$457K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.79KNew |
$294K - $337K
|
4.79K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.44KNew |
$272K - $312K
|
4.44K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.46KNew |
$213K - $244K
|
3.46K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.03KNew |
$186K - $213K
|
3.03K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.86KNew |
$176K - $201K
|
2.86K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.12KNew |
$68.6K - $78.6K
|
1.12K
$94.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1KNew |
$61.4K - $70.4K
|
1K
$84.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
600New |
$36.9K - $42.2K
|
600
$50.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
500New |
$30.7K - $35.2K
|
500
$42.2K
|
|