Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-15.3K- 98.4% |
$910K - $973K
|
250
$21.1K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 22.61% |
$69.4K - $74.2K
|
4.01K
$338K
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 17.86% |
$59.3K - $63.4K
|
4.6K
$388K
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-893- 15.45% |
$53K - $56.6K
|
4.89K
$412K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-424- 25.92% |
$25.2K - $26.9K
|
1.21K
$102K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-240- 15.58% |
$14.2K - $15.2K
|
1.3K
$110K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.55K- 5.02% |
$85K - $98.7K
|
29.4K
$2.48M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-957- 20.8% |
$52.4K - $60.8K
|
3.64K
$308K
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-560- 3.71% |
$30.6K - $35.6K
|
14.5K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-510- 57.95% |
$27.9K - $32.4K
|
370
$31.2K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-334- 5.56% |
$18.3K - $21.2K
|
5.68K
$479K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-317- 8.02% |
$17.3K - $20.1K
|
3.64K
$307K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.3K- 61.94% |
$930K - $1.09M
|
10.6K
$895K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5.64K- 34.9% |
$304K - $355K
|
10.5K
$887K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.58K- 2.81% |
$193K - $226K
|
124K
$10.4M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-951- 14.83% |
$51.3K - $60K
|
5.46K
$461K
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$19.1K
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-100- 30.67% |
$5.39K - $6.31K
|
226
$19.1K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-95- 1.08% |
$5.12K - $5.99K
|
8.71K
$735K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-62- 1.61% |
$3.34K - $3.91K
|
3.78K
$319K
|
|
Q2 2022 | |||||||
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-65.2K- 50.0% |
$3.61M - $4.21M
|
65.2K
$5.51M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-20.3KClosed |
$1.12M - $1.31M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 19.36% |
$581K - $677K
|
43.7K
$3.69M
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-5.89KClosed |
$326K - $380K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-5.75KClosed |
$319K - $371K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49KClosed |
$304K - $354K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.39KClosed |
$188K - $219K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.35KClosed |
$186K - $216K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-3.3KClosed |
$183K - $213K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.71KClosed |
$94.8K - $110K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-754Closed |
$41.8K - $48.7K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-635Closed |
$35.2K - $41K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-350- 30.09% |
$19.4K - $22.6K
|
813
$68.6K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-160Closed |
$8.87K - $10.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-152Closed |
$8.42K - $9.81K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106Closed |
$5.87K - $6.84K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3Closed |
$166 - $194
|
0
$0
|
|
Q1 2022 | |||||||
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-197KClosed |
$11.8M - $13M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-9.05KClosed |
$544K - $599K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.66KClosed |
$220K - $242K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.1KClosed |
$126K - $139K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-800Closed |
$48.1K - $53K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-195- 33.62% |
$11.7K - $12.9K
|
385
$32.5K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-190- 1.8% |
$11.4K - $12.6K
|
10.3K
$873K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-130Closed |
$7.81K - $8.61K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-75- 18.75% |
$4.51K - $4.97K
|
325
$27.4K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-54Closed |
$3.24K - $3.57K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-23Closed |
$1.38K - $1.52K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-41.2KClosed |
$2.43M - $2.72M
|
0
$0
|