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 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$1.58M - $1.85M
|
22.1K
$1.97M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21.4K+ 7.32% |
$1.53M - $1.8M
|
314K
$28M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
21.4K+ 100.41% |
$1.53M - $1.79M
|
42.7K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
21.4K+ 50.43% |
$1.53M - $1.79M
|
63.9K
$5.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.9K+ 5.76% |
$1.49M - $1.75M
|
383K
$34.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.7K+ 329.67% |
$1.48M - $1.74M
|
27K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.4K+ 5.72% |
$1.45M - $1.71M
|
376K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2K+ 0.58% |
$1.44M - $1.7M
|
3.54M
$316M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
19.6K+ 13.36% |
$1.4M - $1.64M
|
166K
$14.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
19.6KNew |
$1.4M - $1.64M
|
19.6K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
19K+ 10.28% |
$1.35M - $1.59M
|
204K
$18.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
18.7KNew |
$1.33M - $1.56M
|
18.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
18.5K+ 17.47% |
$1.32M - $1.55M
|
124K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
18.2K+ 32512.5% |
$1.3M - $1.52M
|
18.3K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16.8K+ 2.09% |
$1.2M - $1.41M
|
820K
$73.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.5K+ 4.57% |
$1.18M - $1.38M
|
378K
$33.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
16.5KNew |
$1.17M - $1.38M
|
16.5K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.9K+ 53.31% |
$1.13M - $1.33M
|
45.6K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.7K+ 13.87% |
$1.12M - $1.32M
|
129K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.4K+ 59.13% |
$1.1M - $1.29M
|
41.5K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 4.74% |
$1.08M - $1.27M
|
335K
$29.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15K+ 230.37% |
$1.07M - $1.26M
|
21.6K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.5K+ 376.7% |
$1.03M - $1.22M
|
18.4K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14.2KNew |
$1.02M - $1.19M
|
14.2K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.2KNew |
$1.01M - $1.19M
|
14.2K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.2K+ 8.97% |
$1.01M - $1.19M
|
172K
$15.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.2K+ 7.84% |
$1.01M - $1.19M
|
195K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
14.1K+ 1.51% |
$1M - $1.18M
|
946K
$84.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
12.8K+ 1.64% |
$913K - $1.07M
|
795K
$70.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 2.14% |
$895K - $1.05M
|
599K
$53.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.1K+ 0.76% |
$860K - $1.01M
|
1.6M
$143M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
12K+ 12.07% |
$859K - $1.01M
|
112K
$9.98M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 2.29% |
$845K - $992K
|
530K
$47.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
11.8K+ 1.72% |
$844K - $991K
|
699K
$62.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.4K+ 32.7% |
$810K - $952K
|
46.1K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 105.43% |
$810K - $952K
|
22.1K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11.3K+ 117.15% |
$807K - $948K
|
21K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
11.1K+ 121.3% |
$791K - $930K
|
20.3K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11K+ 1.75% |
$786K - $923K
|
642K
$57.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
10.9K+ 18.49% |
$780K - $917K
|
70.2K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
10.8K+ 4.99% |
$771K - $906K
|
228K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.8K+ 367.24% |
$767K - $901K
|
13.7K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
10.3K+ 3.23% |
$738K - $866K
|
330K
$29.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
10.1K+ 10.32% |
$718K - $844K
|
108K
$9.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10K+ 5.05% |
$714K - $838K
|
208K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.98KNew |
$711K - $836K
|
9.98K
$890K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.74KNew |
$694K - $816K
|
9.74K
$869K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9.72K+ 8.89% |
$693K - $814K
|
119K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
9.56K+ 2.73% |
$682K - $801K
|
359K
$32M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
9.35K+ 72.04% |
$667K - $783K
|
22.3K
$1.99M
|