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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 8.48% |
$117K - $126K
|
19.1K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.45K+ 2.77% |
$113K - $123K
|
53.9K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 9.98% |
$112K - $121K
|
15.8K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.42K+ 1.73% |
$111K - $120K
|
83.6K
$6.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 18.28% |
$108K - $117K
|
8.94K
$722K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.36K+ 384.18% |
$106K - $115K
|
1.71K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.35K+ 5.95% |
$105K - $113K
|
23.9K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.34K+ 8.43% |
$104K - $113K
|
17.2K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 24.87% |
$97.7K - $106K
|
6.29K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.25K+ 7.81% |
$97.2K - $105K
|
17.2K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$94.9K - $103K
|
1.22K
$98.4K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.18K+ 26.64% |
$92K - $99.6K
|
5.61K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.13KNew |
$87.8K - $94.9K
|
1.13K
$90.9K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.12K+ 22.77% |
$87.3K - $94.4K
|
6.03K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.05K+ 3.01% |
$81.9K - $88.6K
|
35.9K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.02K+ 38.71% |
$79.2K - $85.6K
|
3.64K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
986+ 2.7% |
$76.9K - $83.2K
|
37.5K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
968+ 5.34% |
$75.5K - $81.7K
|
19.1K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
950+ 0.81% |
$74.1K - $80.2K
|
118K
$9.57M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
937+ 4.02% |
$73.1K - $79.1K
|
24.3K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
930+ 5.87% |
$72.5K - $78.5K
|
16.8K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
856+ 5.28% |
$66.8K - $72.2K
|
17.1K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
847+ 59.65% |
$66.1K - $71.5K
|
2.27K
$183K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
800+ 1333.33% |
$62.4K - $67.5K
|
860
$69.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
784+ 3.15% |
$61.2K - $66.1K
|
25.7K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
771+ 10.69% |
$60.1K - $65K
|
7.98K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
739+ 15.42% |
$57.6K - $62.3K
|
5.53K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
717+ 3.65% |
$55.9K - $60.5K
|
20.3K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
660+ 15.63% |
$51.5K - $55.7K
|
4.88K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
657+ 3.17% |
$51.2K - $55.4K
|
21.4K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
636New |
$49.6K - $53.7K
|
636
$51.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
635+ 3.01% |
$49.5K - $53.6K
|
21.8K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
630+ 5.8% |
$49.1K - $53.2K
|
11.5K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
624+ 2.16% |
$48.7K - $52.6K
|
29.6K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
578New |
$45.1K - $48.8K
|
578
$46.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
577+ 1131.37% |
$45K - $48.7K
|
628
$50.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
563+ 2.48% |
$43.9K - $47.5K
|
23.3K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
544+ 12.14% |
$42.4K - $45.9K
|
5.03K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482+ 0.42% |
$37.6K - $40.7K
|
115K
$9.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
467New |
$36.4K - $39.4K
|
467
$37.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
459+ 9.33% |
$35.8K - $38.7K
|
5.38K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
457+ 14.6% |
$35.6K - $38.6K
|
3.59K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
448+ 10.07% |
$34.9K - $37.8K
|
4.9K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
433+ 1.37% |
$33.8K - $36.5K
|
32K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
423+ 0.6% |
$33K - $35.7K
|
70.8K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
408+ 6.44% |
$31.8K - $34.4K
|
6.74K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
405+ 13.79% |
$31.6K - $34.2K
|
3.34K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
398+ 6.03% |
$31K - $33.6K
|
7K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
389+ 8.39% |
$30.3K - $32.8K
|
5.02K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
385New |
$30K - $32.5K
|
385
$31.1K
|