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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
355+ 4.98% |
$27.7K - $30K
|
7.48K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
347+ 1.68% |
$27.1K - $29.3K
|
20.9K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
340+ 340.0% |
$26.5K - $28.7K
|
440
$35.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
333New |
$26K - $28.1K
|
333
$26.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
323+ 2.75% |
$25.2K - $27.3K
|
12.1K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
322+ 56.39% |
$25.1K - $27.2K
|
893
$72.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
317New |
$24.7K - $26.7K
|
317
$25.6K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
307+ 2.31% |
$23.9K - $25.9K
|
13.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
305New |
$23.8K - $25.7K
|
305
$24.7K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
304New |
$23.7K - $25.6K
|
304
$24.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 1.32% |
$22.8K - $24.6K
|
22.5K
$1.82M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
288+ 6.46% |
$22.5K - $24.3K
|
4.75K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 0.43% |
$19.7K - $21.3K
|
59K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
251+ 1.68% |
$19.6K - $21.2K
|
15.2K
$1.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 48.21% |
$19K - $20.5K
|
747
$60.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
232+ 6.27% |
$18.1K - $19.6K
|
3.93K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
226+ 17.89% |
$17.6K - $19.1K
|
1.49K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
216New |
$16.8K - $18.2K
|
216
$17.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
215+ 2.95% |
$16.8K - $18.1K
|
7.5K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
214+ 1.33% |
$16.7K - $18.1K
|
16.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
211+ 8.37% |
$16.5K - $17.8K
|
2.73K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
211+ 3.09% |
$16.5K - $17.8K
|
7.03K
$568K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
206+ 3.07% |
$16.1K - $17.4K
|
6.91K
$559K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
185+ 4.58% |
$14.4K - $15.6K
|
4.22K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
182+ 6.34% |
$14.2K - $15.4K
|
3.05K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
170+ 44.16% |
$13.3K - $14.3K
|
555
$44.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
168New |
$13.1K - $14.2K
|
168
$13.6K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
166+ 3.52% |
$12.9K - $14K
|
4.88K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
161+ 1.94% |
$12.6K - $13.6K
|
8.47K
$685K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
160+ 72.4% |
$12.5K - $13.5K
|
381
$30.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
160+ 6.12% |
$12.5K - $13.5K
|
2.78K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.68% |
$12.3K - $13.3K
|
9.54K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
150New |
$11.7K - $12.7K
|
150
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 20.98% |
$11.7K - $12.7K
|
865
$69.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
145+ 1.03% |
$11.3K - $12.2K
|
14.2K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
145+ 1.52% |
$11.3K - $12.2K
|
9.66K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
135+ 1.64% |
$10.5K - $11.4K
|
8.35K
$675K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
132+ 0.95% |
$10.3K - $11.1K
|
14.1K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
131+ 1.02% |
$10.2K - $11.1K
|
13K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
129+ 5.06% |
$10.1K - $10.9K
|
2.68K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
125+ 4.17% |
$9.75K - $10.5K
|
3.13K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
125New |
$9.75K - $10.5K
|
125
$10.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
114+ 0.11% |
$8.89K - $9.62K
|
101K
$8.14M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
103+ 0.47% |
$8.03K - $8.69K
|
22K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
91+ 1.57% |
$7.1K - $7.68K
|
5.88K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
81+ 0.38% |
$6.32K - $6.83K
|
21.3K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
81New |
$6.32K - $6.83K
|
81
$6.55K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
76+ 33.19% |
$5.93K - $6.41K
|
305
$24.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75+ 4.58% |
$5.85K - $6.33K
|
1.71K
$138K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
73+ 31.6% |
$5.69K - $6.16K
|
304
$24.6K
|