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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 8.73% |
$2.85M - $3.09M
|
455K
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
35.6K+ 523.03% |
$2.78M - $3.01M
|
42.5K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.2K+ 13.39% |
$2.74M - $2.97M
|
298K
$24.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
35K+ 18.42% |
$2.73M - $2.95M
|
225K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34.6K+ 159.11% |
$2.7M - $2.92M
|
56.4K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.8K+ 19.79% |
$2.56M - $2.76M
|
198K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32K+ 3.01% |
$2.5M - $2.7M
|
1.1M
$88.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.6K+ 223.84% |
$2.46M - $2.67M
|
45.7K
$3.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31.6K+ 10738.1% |
$2.46M - $2.66M
|
31.9K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.4K+ 62.99% |
$2.45M - $2.65M
|
81.3K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.7KNew |
$2.32M - $2.51M
|
29.7K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
28.7K+ 5.02% |
$2.24M - $2.42M
|
600K
$48.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.4K+ 86.65% |
$2.06M - $2.23M
|
56.9K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
26.2K+ 4.96% |
$2.04M - $2.21M
|
554K
$44.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26K+ 22.51% |
$2.03M - $2.2M
|
142K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
25.9K+ 3.92% |
$2.02M - $2.18M
|
687K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8K+ 6.52% |
$2.02M - $2.18M
|
422K
$34.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25.3K+ 23.1% |
$1.98M - $2.14M
|
135K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
24.5K+ 56.23% |
$1.91M - $2.06M
|
68K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
24K+ 17.39% |
$1.87M - $2.02M
|
162K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
22.2K+ 2.82% |
$1.73M - $1.88M
|
810K
$65.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
21.8K+ 12.61% |
$1.7M - $1.84M
|
195K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.4K+ 100.95% |
$1.67M - $1.8M
|
42.5K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 1.69% |
$1.57M - $1.7M
|
1.21M
$97.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20K+ 6.67% |
$1.56M - $1.68M
|
319K
$25.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
19.8K+ 13.65% |
$1.54M - $1.67M
|
165K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.5KNew |
$1.52M - $1.65M
|
19.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.3K+ 8.1% |
$1.51M - $1.63M
|
258K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
18.9K+ 2.41% |
$1.47M - $1.59M
|
804K
$65M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
18.8K+ 21.59% |
$1.47M - $1.59M
|
106K
$8.56M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.7K+ 10.12% |
$1.46M - $1.58M
|
203K
$16.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.3K+ 85.98% |
$1.43M - $1.55M
|
39.7K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17.9K+ 2.11% |
$1.4M - $1.51M
|
867K
$70.1M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
17.8K+ 22.22% |
$1.38M - $1.5M
|
97.7K
$7.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
17.5KNew |
$1.37M - $1.48M
|
17.5K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
17.1KNew |
$1.33M - $1.44M
|
17.1K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 3.05% |
$1.2M - $1.29M
|
519K
$41.9M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
15.3K+ 1.66% |
$1.19M - $1.29M
|
932K
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.17M - $1.27M
|
15K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 331.24% |
$1.17M - $1.26M
|
19.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 72.32% |
$1.14M - $1.23M
|
34.8K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
14.5K+ 306.96% |
$1.13M - $1.22M
|
19.2K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 5.59% |
$1.12M - $1.21M
|
272K
$21.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14K+ 11.24% |
$1.09M - $1.18M
|
139K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.7K+ 14.01% |
$1.07M - $1.16M
|
112K
$9.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
13.7K+ 14.59% |
$1.07M - $1.15M
|
107K
$8.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
13.4K+ 4.36% |
$1.04M - $1.13M
|
320K
$25.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
13K+ 149.74% |
$1.02M - $1.1M
|
21.8K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
12.9K+ 71.65% |
$1.01M - $1.09M
|
30.9K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.8K+ 8.8% |
$998K - $1.08M
|
158K
$12.8M
|