Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US QUALITY DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
793K+ 6.61% |
$61.8M - $66.9M
|
12.8M
$1.03B
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
779K+ 1337.03% |
$60.8M - $65.7M
|
837K
$67.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
479K+ 8469.99% |
$37.3M - $40.4M
|
484K
$39.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
384KNew |
$29.9M - $32.4M
|
384K
$31M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
368K+ 1.93% |
$28.7M - $31M
|
19.5M
$1.57B
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
304K+ 43.2% |
$23.7M - $25.7M
|
1.01M
$81.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
298K+ 30.44% |
$23.3M - $25.1M
|
1.28M
$103M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
256K+ 19.88% |
$19.9M - $21.6M
|
1.54M
$125M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
220K+ 2345.06% |
$17.2M - $18.6M
|
230K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
218K+ 128.55% |
$17M - $18.4M
|
388K
$31.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
214K+ 153787.05% |
$16.7M - $18M
|
214K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
210KNew |
$16.4M - $17.7M
|
210K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
177KNew |
$13.8M - $15M
|
177K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 6.39% |
$13.6M - $14.7M
|
2.9M
$234M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169K+ 42.31% |
$13.2M - $14.3M
|
570K
$46.1M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
168KNew |
$13.1M - $14.2M
|
168K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 7.25% |
$11.9M - $12.9M
|
2.26M
$183M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 1.28% |
$11.7M - $12.6M
|
11.8M
$956M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
142K+ 2878.53% |
$11.1M - $12M
|
147K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
134K+ 121.25% |
$10.5M - $11.3M
|
245K
$19.8M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
132K+ 98.64% |
$10.3M - $11.1M
|
265K
$21.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
118K+ 111.07% |
$9.19M - $9.94M
|
224K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
113K+ 1.72% |
$8.84M - $9.57M
|
6.7M
$541M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
97.3K+ 89.6% |
$7.59M - $8.21M
|
206K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
95.8K+ 13.28% |
$7.47M - $8.08M
|
817K
$66M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.8K+ 1.5% |
$7.4M - $8M
|
6.43M
$520M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
94.2K+ 35.21% |
$7.35M - $7.95M
|
362K
$29.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
91.6KNew |
$7.15M - $7.73M
|
91.6K
$7.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
79.4K+ 36.03% |
$6.19M - $6.7M
|
300K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
78.3K+ 17.68% |
$6.11M - $6.61M
|
521K
$42.1M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
69.2K+ 1845.46% |
$5.4M - $5.84M
|
72.9K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
63.6K+ 29.63% |
$4.96M - $5.36M
|
278K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.1K+ 4.16% |
$4.85M - $5.24M
|
1.56M
$126M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
60.9K+ 181.37% |
$4.75M - $5.13M
|
94.4K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.5K+ 11.29% |
$4.64M - $5.02M
|
586K
$47.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56.5K+ 209114.81% |
$4.4M - $4.76M
|
56.5K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52K+ 7.72% |
$4.06M - $4.39M
|
726K
$58.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
49.4K+ 36.06% |
$3.86M - $4.17M
|
187K
$15.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
48.3KNew |
$3.77M - $4.07M
|
48.3K
$3.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
48.1KNew |
$3.76M - $4.06M
|
48.1K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
48K+ 176.19% |
$3.74M - $4.05M
|
75.2K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.6K+ 62.05% |
$3.71M - $4.01M
|
124K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47.2K+ 5.64% |
$3.68M - $3.98M
|
885K
$71.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.6KNew |
$3.64M - $3.94M
|
46.6K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44K+ 31.33% |
$3.43M - $3.71M
|
185K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
42.6K+ 12.52% |
$3.32M - $3.6M
|
383K
$30.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
42.3KNew |
$3.3M - $3.57M
|
42.3K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.1K+ 13.15% |
$3.28M - $3.55M
|
362K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
40.6K+ 23.02% |
$3.17M - $3.43M
|
217K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39.5KNew |
$3.08M - $3.33M
|
39.5K
$3.19M
|