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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.7K+ 12.61% |
$990K - $1.07M
|
113K
$9.16M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.6K+ 7.89% |
$985K - $1.07M
|
173K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.4K+ 31.86% |
$965K - $1.04M
|
51.2K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 51.96% |
$961K - $1.04M
|
36.1K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.8K+ 51.42% |
$921K - $996K
|
34.8K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.4K+ 6.88% |
$887K - $959K
|
177K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.1KNew |
$865K - $935K
|
11.1K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.8K+ 5.04% |
$845K - $914K
|
226K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8KNew |
$841K - $910K
|
10.8K
$871K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 7.02% |
$790K - $854K
|
154K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.1K+ 3.58% |
$789K - $854K
|
293K
$23.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
9.15KNew |
$714K - $772K
|
9.15K
$740K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
9.05K+ 9.55% |
$706K - $764K
|
104K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9K+ 12.24% |
$702K - $759K
|
82.6K
$6.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8.89K+ 9.18% |
$693K - $750K
|
106K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.9KNew |
$617K - $667K
|
7.9K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.89K+ 4.58% |
$615K - $666K
|
180K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7.8K+ 6.15% |
$609K - $658K
|
135K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.77K+ 0.49% |
$606K - $656K
|
1.59M
$128M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.28K+ 20.01% |
$568K - $614K
|
43.7K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.26KNew |
$566K - $612K
|
7.26K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.17K+ 8.84% |
$559K - $605K
|
88.3K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.11K+ 1.79% |
$554K - $600K
|
404K
$32.6M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
7.02K+ 13.44% |
$547K - $592K
|
59.2K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7KNew |
$546K - $590K
|
7K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.98K+ 6.02% |
$544K - $588K
|
123K
$9.92M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.39K+ 51.01% |
$498K - $539K
|
18.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.32K+ 72.89% |
$493K - $533K
|
15K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.1K+ 21.18% |
$476K - $514K
|
34.9K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.09K+ 9.41% |
$475K - $514K
|
70.9K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.09K+ 202.87% |
$475K - $513K
|
9.09K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6.03KNew |
$470K - $509K
|
6.03K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
5.79K+ 4.55% |
$452K - $488K
|
133K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.78K+ 13.84% |
$451K - $488K
|
47.6K
$3.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.57K+ 0.84% |
$434K - $470K
|
667K
$53.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.47K+ 17.31% |
$427K - $461K
|
37.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.45K+ 26.56% |
$425K - $460K
|
26K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.41K+ 6.91% |
$422K - $457K
|
83.7K
$6.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.22K+ 12.38% |
$407K - $440K
|
47.3K
$3.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
5.2K+ 70.63% |
$405K - $438K
|
12.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.07K+ 8.34% |
$395K - $427K
|
65.8K
$5.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.03K+ 7.37% |
$393K - $425K
|
73.3K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 1.43% |
$391K - $423K
|
356K
$28.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.9K+ 54.87% |
$382K - $413K
|
13.8K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.77K+ 33.54% |
$372K - $402K
|
19K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.76K+ 4.26% |
$371K - $401K
|
116K
$9.41M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
4.71K+ 4.98% |
$367K - $397K
|
99.2K
$8.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.7K+ 4.25% |
$367K - $397K
|
115K
$9.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.64K+ 13.64% |
$362K - $391K
|
38.7K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.61K+ 7.76% |
$360K - $389K
|
64K
$5.17M
|