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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.1K- 5.45% |
$1.15M - $1.35M
|
280K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16.3K- 5.01% |
$1.16M - $1.36M
|
309K
$27.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.8K- 80.56% |
$1.2M - $1.41M
|
4.06K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-17K- 15.94% |
$1.21M - $1.42M
|
89.6K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-18.3K- 4.54% |
$1.31M - $1.53M
|
385K
$34.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-18.4K- 99.7% |
$1.31M - $1.54M
|
56
$4.99K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-18.9K- 43.18% |
$1.34M - $1.58M
|
24.8K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-19K- 12.73% |
$1.35M - $1.59M
|
130K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.4K- 8.32% |
$1.45M - $1.71M
|
225K
$20M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.6K- 1.64% |
$1.54M - $1.81M
|
1.29M
$115M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-21.6K- 27.78% |
$1.54M - $1.81M
|
56.2K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-22.4K- 27.76% |
$1.6M - $1.88M
|
58.3K
$5.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-22.9K- 28.84% |
$1.63M - $1.92M
|
56.5K
$5.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-28.6K- 3.43% |
$2.04M - $2.39M
|
804K
$71.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-29.8K- 17.97% |
$2.12M - $2.5M
|
136K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.7K- 88.14% |
$2.19M - $2.57M
|
4.13K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32.6K- 5.88% |
$2.32M - $2.73M
|
521K
$46.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.3K- 36.51% |
$3.23M - $3.8M
|
78.8K
$7.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.7K- 54.59% |
$3.47M - $4.08M
|
40.5K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.2K- 1.7% |
$3.51M - $4.12M
|
2.85M
$254M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.1K- 8.52% |
$3.64M - $4.28M
|
549K
$49M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-51.5K- 11.94% |
$3.67M - $4.31M
|
380K
$33.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.6K- 9.05% |
$3.68M - $4.32M
|
518K
$46.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-51.6K- 4.71% |
$3.68M - $4.32M
|
1.05M
$93.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.3K- 4.4% |
$3.8M - $4.46M
|
1.16M
$103M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-58.1K- 54.11% |
$4.14M - $4.86M
|
49.2K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-60.5K- 91.86% |
$4.31M - $5.06M
|
5.36K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.3K- 73.36% |
$4.37M - $5.14M
|
22.3K
$1.99M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-66.2K- 50.0% |
$4.72M - $5.54M
|
66.2K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100K- 11.95% |
$7.13M - $8.38M
|
737K
$65.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-118K- 69.61% |
$8.44M - $9.92M
|
51.7K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-154K- 85.65% |
$11M - $12.9M
|
25.8K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-172K- 20.11% |
$12.2M - $14.4M
|
683K
$60.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-304K- 13.46% |
$21.7M - $25.4M
|
1.95M
$174M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-324K- 2.53% |
$23.1M - $27.1M
|
12.5M
$1.11B
|
|
|
Jul 28, 2025
Q2 2025
|
Taiyo Life Insurance CO
|
SELL
|
- |
-325K- 38.24% |
$23.2M - $27.2M
|
525K
$46.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-674K- 98.99% |
$48M - $56.4M
|
6.9K
$616K
|