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
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-283- 2.52% |
$22.1K - $23.9K
|
11K
$886K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-284- 2.22% |
$22.2K - $24K
|
12.5K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-288- 1.54% |
$22.5K - $24.3K
|
18.5K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-293- 3.12% |
$22.9K - $24.7K
|
9.11K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-295- 0.74% |
$23K - $24.9K
|
39.7K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-305- 3.35% |
$23.8K - $25.7K
|
8.8K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-305- 1.03% |
$23.8K - $25.7K
|
29.4K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-311- 67.46% |
$24.3K - $26.2K
|
150
$12.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.06% |
$25.9K - $28K
|
10.5K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-333- 6.16% |
$26K - $28.1K
|
5.07K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-350- 58.33% |
$27.3K - $29.5K
|
250
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-371- 80.48% |
$28.9K - $31.3K
|
90
$7.27K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-375- 6.23% |
$29.3K - $31.6K
|
5.64K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-382- 3.48% |
$29.8K - $32.2K
|
10.6K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-404- 5.86% |
$31.5K - $34.1K
|
6.49K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-425- 13.31% |
$33.2K - $35.9K
|
2.77K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-450- 3.75% |
$35.1K - $38K
|
11.6K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-453- 11.03% |
$35.3K - $38.2K
|
3.66K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-460- 2.72% |
$35.9K - $38.8K
|
16.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-461- 3.44% |
$36K - $38.9K
|
12.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-465- 12.46% |
$36.3K - $39.2K
|
3.27K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-465- 2.87% |
$36.3K - $39.2K
|
15.7K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-476- 2.19% |
$37.1K - $40.2K
|
21.3K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-478- 5.52% |
$37.3K - $40.3K
|
8.18K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-508- 10.43% |
$39.6K - $42.9K
|
4.36K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-512- 3.58% |
$39.9K - $43.2K
|
13.8K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-564- 5.25% |
$44K - $47.6K
|
10.2K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-581- 4.03% |
$45.3K - $49K
|
13.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-583- 10.18% |
$45.5K - $49.2K
|
5.14K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-588- 0.99% |
$45.9K - $49.6K
|
58.6K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-592- 2.76% |
$46.2K - $49.9K
|
20.9K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-598- 0.18% |
$46.6K - $50.5K
|
330K
$26.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-600- 11.39% |
$46.8K - $50.6K
|
4.67K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-637- 2.25% |
$49.7K - $53.7K
|
27.6K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-645- 3.26% |
$50.3K - $54.4K
|
19.1K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-653- 20.56% |
$50.9K - $55.1K
|
2.52K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-657- 0.16% |
$51.2K - $55.4K
|
403K
$32.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-674- 4.23% |
$52.6K - $56.9K
|
15.3K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-684- 9.39% |
$53.4K - $57.7K
|
6.6K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-691- 1.29% |
$53.9K - $58.3K
|
52.8K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-697- 14.75% |
$54.4K - $58.8K
|
4.03K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-703- 0.91% |
$54.8K - $59.3K
|
76.7K
$6.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-706- 1.03% |
$55.1K - $59.6K
|
67.5K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-765- 4.66% |
$59.7K - $64.5K
|
15.7K
$1.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-808- 9.66% |
$63K - $68.2K
|
7.56K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-860Closed |
$67.1K - $72.6K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-870- 1.96% |
$67.9K - $73.4K
|
43.6K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-901- 4.21% |
$70.3K - $76K
|
20.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-961- 5.59% |
$75K - $81.1K
|
16.2K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-969- 10.13% |
$75.6K - $81.8K
|
8.6K
$695K
|