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 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15.1K- 2.34% |
$1.18M - $1.28M
|
631K
$51M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-15.5K- 1.97% |
$1.21M - $1.31M
|
769K
$62.2M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-17.2K- 1.95% |
$1.34M - $1.45M
|
865K
$69.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.1K- 6.26% |
$1.41M - $1.53M
|
271K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-21.4K- 49.3% |
$1.67M - $1.8M
|
22K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.7K- 11.37% |
$1.85M - $2M
|
185K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.1K- 70.24% |
$1.88M - $2.03M
|
10.2K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31K- 2.36% |
$2.42M - $2.62M
|
1.29M
$104M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31.5K- 98.75% |
$2.45M - $2.65M
|
399
$32.2K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-33.6K- 67.56% |
$2.62M - $2.84M
|
16.1K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-34.6K- 30.01% |
$2.7M - $2.92M
|
80.8K
$6.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-37.3K- 17.1% |
$2.91M - $3.14M
|
181K
$14.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-39.1K- 5.76% |
$3.05M - $3.3M
|
640K
$51.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-39.1K- 72.43% |
$3.05M - $3.3M
|
14.9K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-39.6K- 10.87% |
$3.09M - $3.34M
|
325K
$26.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-48K- 12.06% |
$3.74M - $4.05M
|
350K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-48K- 44.17% |
$3.74M - $4.05M
|
60.6K
$4.9M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-48.1K- 9.61% |
$3.75M - $4.06M
|
453K
$36.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.5K- 9.61% |
$3.86M - $4.18M
|
466K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-69.2K- 94.84% |
$5.39M - $5.83M
|
3.76K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-69.7K- 9.49% |
$5.44M - $5.88M
|
665K
$53.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-71.7K- 53.76% |
$5.59M - $6.05M
|
61.7K
$4.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-77.8K- 15.29% |
$6.07M - $6.57M
|
431K
$34.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-79.7K- 38.71% |
$6.22M - $6.73M
|
126K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-94.4K- 2.61% |
$7.36M - $7.96M
|
3.52M
$284M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-147K- 99.91% |
$11.5M - $12.4M
|
139
$11.2K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 1.96% |
$13.1M - $14.2M
|
8.44M
$682M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-201K- 57.53% |
$15.7M - $16.9M
|
148K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-398K- 57.38% |
$31.1M - $33.6M
|
296K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-422K- 33.07% |
$32.9M - $35.6M
|
854K
$69.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-478K- 98.65% |
$37.3M - $40.3M
|
6.53K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-606K- 81.78% |
$47.3M - $51.1M
|
135K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-739K- 52.07% |
$57.7M - $62.4M
|
681K
$55M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-863K- 99.66% |
$67.3M - $72.8M
|
2.97K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42M- 51.95% |
$111M - $120M
|
1.31M
$106M
|