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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.96K- 42.13% |
$211K - $248K
|
4.07K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.02K- 4.01% |
$215K - $253K
|
72.2K
$6.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 6.49% |
$219K - $258K
|
44.3K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.17K- 23.04% |
$226K - $266K
|
10.6K
$945K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.23K- 10.46% |
$231K - $271K
|
27.7K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.33K- 8.39% |
$237K - $279K
|
36.4K
$3.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3.34K- 15.68% |
$238K - $280K
|
18K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.5K- 38.35% |
$249K - $293K
|
5.62K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.54K- 1.82% |
$253K - $297K
|
191K
$17.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.55K- 10.31% |
$253K - $297K
|
30.9K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.58K- 29.8% |
$255K - $299K
|
8.42K
$751K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.59K- 45.03% |
$256K - $301K
|
4.39K
$391K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.73K- 22.55% |
$266K - $312K
|
12.8K
$1.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.83K- 1.29% |
$273K - $321K
|
292K
$26.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.88K- 1.51% |
$277K - $325K
|
254K
$22.7M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.94K- 23.52% |
$281K - $330K
|
12.8K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.78K- 11.92% |
$341K - $401K
|
35.3K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.81K- 2.37% |
$343K - $403K
|
199K
$17.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.85K- 27.06% |
$346K - $406K
|
13.1K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.87K- 6.29% |
$347K - $407K
|
72.5K
$6.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.33K- 4.15% |
$380K - $446K
|
123K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.36K- 20.64% |
$382K - $449K
|
20.6K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.52K- 1.37% |
$393K - $462K
|
398K
$35.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5.63K- 8.36% |
$402K - $472K
|
61.8K
$5.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.7K- 43.79% |
$406K - $477K
|
7.32K
$653K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.75K- 11.17% |
$410K - $482K
|
45.8K
$4.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.8K- 4.23% |
$413K - $485K
|
131K
$11.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.85K- 5.81% |
$417K - $490K
|
94.9K
$8.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 46.93% |
$420K - $493K
|
6.66K
$594K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.03K- 0.74% |
$430K - $505K
|
811K
$72.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.17K- 4.89% |
$440K - $517K
|
120K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.67K- 38.62% |
$476K - $559K
|
10.6K
$946K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-7.06K- 12.04% |
$503K - $591K
|
51.6K
$4.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.07K- 2.47% |
$504K - $592K
|
279K
$24.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7.6K- 2.77% |
$542K - $637K
|
267K
$23.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.66K- 24.95% |
$546K - $642K
|
23.1K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-7.92K- 11.73% |
$564K - $663K
|
59.6K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.14K- 5.16% |
$580K - $682K
|
150K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-8.61K- 2.24% |
$614K - $721K
|
375K
$33.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-9.66K- 58.62% |
$688K - $809K
|
6.82K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.2K- 68.03% |
$727K - $854K
|
4.79K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-10.3K- 1.16% |
$734K - $862K
|
875K
$78M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-11K- 30.42% |
$785K - $922K
|
25.2K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.5K- 16.21% |
$819K - $962K
|
59.4K
$5.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.2K- 22.14% |
$870K - $1.02M
|
42.9K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-12.6K- 65.32% |
$897K - $1.05M
|
6.68K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-13.1K- 7.6% |
$936K - $1.1M
|
159K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.5K- 10.0% |
$962K - $1.13M
|
121K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 2.41% |
$1.1M - $1.29M
|
624K
$55.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16K- 3.43% |
$1.14M - $1.34M
|
450K
$40.1M
|