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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.91K- 18.27% |
$227K - $246K
|
13K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3K- 2.67% |
$234K - $253K
|
109K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.05K- 5.44% |
$238K - $257K
|
53K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.11K- 5.33% |
$242K - $262K
|
55.2K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.16K- 22.66% |
$246K - $266K
|
10.8K
$871K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.16K- 29.29% |
$247K - $267K
|
7.63K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.17K- 13.43% |
$247K - $267K
|
20.4K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.17K- 2.89% |
$248K - $268K
|
107K
$8.62M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 21.81% |
$261K - $282K
|
12K
$970K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.44K- 4.06% |
$268K - $290K
|
81.2K
$6.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.5K- 37.45% |
$273K - $296K
|
5.85K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.55K- 5.67% |
$277K - $300K
|
59.1K
$4.78M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.64K- 9.56% |
$284K - $307K
|
34.4K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.65K- 38.27% |
$285K - $308K
|
5.89K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.71K- 1.28% |
$289K - $313K
|
286K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.72K- 0.16% |
$290K - $314K
|
2.36M
$191M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.06K- 3.07% |
$317K - $343K
|
128K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 3.13% |
$323K - $350K
|
128K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.47K- 39.24% |
$349K - $377K
|
6.92K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.71K- 10.02% |
$367K - $397K
|
42.2K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.76K- 38.72% |
$371K - $402K
|
7.54K
$609K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-5.04K- 0.64% |
$393K - $426K
|
783K
$63.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-5.09K- 5.41% |
$397K - $429K
|
89.1K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.2K- 17.67% |
$405K - $439K
|
24.2K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.21K- 50.48% |
$406K - $439K
|
5.11K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.31K- 17.81% |
$414K - $448K
|
24.5K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.64K- 1.47% |
$440K - $476K
|
379K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.96K- 24.42% |
$465K - $503K
|
18.5K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.49K- 0.77% |
$506K - $548K
|
833K
$67.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.88K- 56.84% |
$536K - $580K
|
5.22K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.9K- 33.49% |
$538K - $582K
|
13.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.15K- 1.37% |
$557K - $603K
|
513K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.43K- 46.65% |
$579K - $627K
|
8.5K
$687K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.47K- 15.56% |
$582K - $630K
|
40.5K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-7.58K- 13.98% |
$591K - $639K
|
46.6K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.6K- 72.18% |
$593K - $641K
|
2.93K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.85K- 9.17% |
$613K - $663K
|
77.8K
$6.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-8.23K- 42.75% |
$642K - $694K
|
11K
$891K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.56K- 8.76% |
$667K - $722K
|
89.2K
$7.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.6K- 5.91% |
$670K - $725K
|
137K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.74K- 44.44% |
$682K - $737K
|
10.9K
$883K
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.06K- 2.26% |
$707K - $765K
|
393K
$31.7M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9.15K- 3.67% |
$714K - $772K
|
240K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-10.8K- 25.98% |
$841K - $909K
|
30.7K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.7K- 8.38% |
$912K - $986K
|
128K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.7K- 32.47% |
$913K - $987K
|
24.3K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-11.8K- 8.06% |
$923K - $998K
|
135K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.9K- 43.42% |
$928K - $1M
|
15.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.1K- 81.55% |
$1.02M - $1.1M
|
2.95K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-13.5K- 14.88% |
$1.05M - $1.14M
|
77.3K
$6.25M
|