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
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.59K+ 89.39% |
$358K - $387K
|
9.73K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
4.58K+ 6.79% |
$357K - $386K
|
72K
$5.82M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
4.5KNew |
$351K - $380K
|
4.5K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.46KNew |
$348K - $376K
|
4.46K
$360K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.41K+ 1.73% |
$344K - $372K
|
259K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.22K+ 77.69% |
$329K - $356K
|
9.65K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.15K+ 72.44% |
$324K - $350K
|
9.88K
$799K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.06KNew |
$317K - $343K
|
4.06K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.88KNew |
$303K - $328K
|
3.88K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.82K+ 5.02% |
$298K - $323K
|
80K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.7KNew |
$289K - $312K
|
3.7K
$299K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.58K+ 15.91% |
$279K - $302K
|
26.1K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.56K+ 0.91% |
$278K - $301K
|
394K
$31.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.44K+ 24.65% |
$268K - $290K
|
17.4K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.37KNew |
$263K - $284K
|
3.37K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
3.36KNew |
$262K - $283K
|
3.36K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.31K+ 6.17% |
$258K - $279K
|
57K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.24K+ 17.73% |
$252K - $273K
|
21.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.22K+ 4.13% |
$251K - $272K
|
81.2K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.19K+ 20.12% |
$249K - $269K
|
19K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.19K+ 22.61% |
$249K - $269K
|
17.3K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$234K - $253K
|
3K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.9KNew |
$226K - $245K
|
2.9K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.9KNew |
$226K - $244K
|
2.9K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.88KNew |
$224K - $243K
|
2.88K
$232K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.85K+ 0.97% |
$222K - $241K
|
296K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.77K+ 7.42% |
$216K - $234K
|
40.1K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.74K+ 19.95% |
$214K - $231K
|
16.5K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.71K+ 7.78% |
$212K - $229K
|
37.6K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.68KNew |
$209K - $226K
|
2.68K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.53K+ 22.66% |
$198K - $214K
|
13.7K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.44K+ 2.5% |
$190K - $206K
|
99.8K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.17K+ 4.64% |
$169K - $183K
|
49K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2.16K+ 4.77% |
$168K - $182K
|
47.4K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.12K+ 30.26% |
$165K - $178K
|
9.1K
$736K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.04K+ 7842.31% |
$159K - $172K
|
2.07K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 6.93% |
$157K - $170K
|
31.1K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.97K+ 3.55% |
$154K - $166K
|
57.4K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.93K+ 3.02% |
$150K - $162K
|
65.7K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.87K+ 0.74% |
$146K - $157K
|
255K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.82K+ 4.02% |
$142K - $154K
|
47.1K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.73KNew |
$135K - $146K
|
1.73K
$140K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.72K+ 16.77% |
$134K - $145K
|
12K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.72K+ 5.14% |
$134K - $145K
|
35.2K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.67K+ 4.82% |
$130K - $141K
|
36.2K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 22.17% |
$127K - $138K
|
8.99K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.63K+ 13.41% |
$127K - $137K
|
13.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 3.07% |
$125K - $135K
|
54K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.52K+ 9.23% |
$118K - $128K
|
17.9K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.52K+ 0.43% |
$118K - $128K
|
353K
$28.5M
|