Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-921- 12.19% |
$65.6K - $77.1K
|
6.64K
$592K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-925- 24.01% |
$65.9K - $77.5K
|
2.93K
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-950- 11.88% |
$67.7K - $79.6K
|
7.05K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-979- 11.17% |
$69.8K - $82K
|
7.78K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-980- 5.31% |
$69.9K - $82.1K
|
17.5K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-992- 16.44% |
$70.7K - $83.1K
|
5.04K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-992- 5.38% |
$70.7K - $83.1K
|
17.5K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1K- 18.52% |
$71.3K - $83.7K
|
4.4K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.03K- 10.73% |
$73.1K - $85.8K
|
8.53K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.06K- 8.48% |
$75.5K - $88.7K
|
11.4K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.11K- 3.32% |
$78.8K - $92.5K
|
32.2K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.11K- 4.9% |
$79.3K - $93.2K
|
21.6K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.24K- 0.38% |
$88.6K - $104K
|
329K
$29.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 10.08% |
$88.9K - $104K
|
11.1K
$992K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 7.34% |
$89.4K - $105K
|
15.8K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 84.82% |
$90K - $106K
|
226
$20.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.42K- 0.27% |
$101K - $118K
|
517K
$46.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.42K- 27.64% |
$101K - $119K
|
3.72K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.46K- 3.13% |
$104K - $122K
|
45.2K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 3.63% |
$109K - $128K
|
40.7K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.6K- 6.66% |
$114K - $134K
|
22.3K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.72K- 5.29% |
$123K - $144K
|
30.9K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 6.36% |
$124K - $145K
|
25.6K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.74K- 12.57% |
$124K - $146K
|
12.1K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.76K- 0.23% |
$125K - $147K
|
767K
$68.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.77K- 1.25% |
$126K - $148K
|
140K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.82K- 19.95% |
$129K - $152K
|
7.29K
$650K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.83K- 5.17% |
$130K - $153K
|
33.5K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 19.02% |
$131K - $154K
|
7.82K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.92K- 4.5% |
$137K - $160K
|
40.6K
$3.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.92K- 15.21% |
$137K - $161K
|
10.7K
$956K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.98K- 9.47% |
$141K - $165K
|
18.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 6.41% |
$142K - $167K
|
29.1K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2K- 1.72% |
$143K - $168K
|
114K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.07K- 1.99% |
$147K - $173K
|
102K
$9.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.1K- 1.64% |
$150K - $176K
|
126K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.12K- 29.08% |
$151K - $177K
|
5.16K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 38.13% |
$151K - $178K
|
3.45K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.18K- 82.5% |
$155K - $182K
|
462
$41.2K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.19K- 25.42% |
$156K - $183K
|
6.41K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.23K- 1.95% |
$159K - $187K
|
112K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.33K- 15.58% |
$166K - $195K
|
12.7K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.34K- 1.82% |
$167K - $196K
|
126K
$11.2M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-2.43K- 1.92% |
$173K - $203K
|
124K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.48K- 4.6% |
$177K - $208K
|
51.5K
$4.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.7K- 2.52% |
$192K - $226K
|
104K
$9.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.76K- 56.49% |
$197K - $231K
|
2.13K
$190K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.79K- 0.62% |
$199K - $234K
|
450K
$40.1M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.94K- 17.84% |
$210K - $246K
|
13.5K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.94K- 43.6% |
$210K - $247K
|
3.81K
$340K
|