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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.87% |
$11.4K - $12.5K
|
2.93K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-139- 47.28% |
$10.5K - $11.6K
|
155
$13.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-65- 9.77% |
$4.93K - $5.41K
|
600
$50.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-30- 0.62% |
$2.28K - $2.5K
|
4.8K
$406K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-200K- 14.06% |
$14.5M - $15.8M
|
1.22M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-11.9K- 98.76% |
$864K - $944K
|
150
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.99K- 50.0% |
$433K - $474K
|
5.99K
$506K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.06K- 42.21% |
$366K - $400K
|
6.92K
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.25K- 48.87% |
$235K - $257K
|
3.4K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.9K- 35.32% |
$210K - $229K
|
5.32K
$449K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.87K- 23.73% |
$135K - $148K
|
6K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-640- 20.51% |
$46.3K - $50.6K
|
2.48K
$210K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-400- 43.24% |
$28.9K - $31.6K
|
525
$44.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-244- 2.28% |
$17.6K - $19.3K
|
10.5K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-202- 1.71% |
$14.6K - $16K
|
11.6K
$979K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-183- 1.3% |
$13.2K - $14.5K
|
13.9K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 35.48% |
$7.16K - $7.82K
|
180
$15.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-13- 0.48% |
$940 - $1.03K
|
2.7K
$228K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.6% |
$868 - $948
|
1.97K
$167K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-1- 0.03% |
$72.3 - $79
|
2.93K
$247K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 78.38% |
$9.35M - $10.3M
|
37.1K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.49K- 1.11% |
$591K - $648K
|
758K
$64M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-2.96K- 18.24% |
$206K - $226K
|
13.3K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.69K- 14.98% |
$187K - $205K
|
15.3K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.31K- 37.62% |
$161K - $177K
|
3.84K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.96K- 95.84% |
$136K - $150K
|
85
$7.18K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.36K- 75.01% |
$94.6K - $104K
|
453
$38.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.3K- 25.55% |
$90.4K - $99.2K
|
3.79K
$320K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-870- 2.21% |
$60.5K - $66.4K
|
38.4K
$3.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-680- 27.2% |
$47.3K - $51.9K
|
1.82K
$154K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-343- 9.93% |
$23.9K - $26.2K
|
3.11K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-224- 5.0% |
$15.6K - $17.1K
|
4.26K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-200- 20.94% |
$13.9K - $15.3K
|
755
$63.8K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 12.91% |
$8.28K - $9.08K
|
803
$67.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-19- 0.55% |
$1.32K - $1.45K
|
3.45K
$292K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-75.7K- 98.41% |
$4.65M - $5.33M
|
1.22K
$103K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-9.29K- 6.01% |
$571K - $654K
|
145K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.33K- 25.07% |
$450K - $516K
|
21.9K
$1.85M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-5KClosed |
$307K - $351K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.34K- 47.24% |
$205K - $235K
|
3.73K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-612- 1.12% |
$37.6K - $43.1K
|
54.2K
$4.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-542- 6.02% |
$33.3K - $38.1K
|
8.46K
$714K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-285- 7.88% |
$17.5K - $20.1K
|
3.33K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 51.58% |
$9.03K - $10.3K
|
138
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-100- 42.19% |
$6.14K - $7.04K
|
137
$11.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-75- 50.0% |
$4.61K - $5.28K
|
75
$6.34K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-57- 1.49% |
$3.5K - $4.01K
|
3.77K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8- 0.18% |
$491 - $563
|
4.56K
$385K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.2K- 10.47% |
$2.48M - $2.69M
|
336K
$28.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-27.6K- 34.7% |
$1.74M - $1.89M
|
51.9K
$4.38M
|
|