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 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.31K+ 2.62% |
$307K - $361K
|
169K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
4.23KNew |
$301K - $354K
|
4.23K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.21KNew |
$300K - $353K
|
4.21K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.21KNew |
$300K - $352K
|
4.21K
$375K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.15K+ 100.0% |
$296K - $348K
|
8.3K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.1K+ 21.02% |
$292K - $343K
|
23.6K
$2.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.96K+ 7.01% |
$282K - $331K
|
60.4K
$5.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.95K+ 6.17% |
$282K - $331K
|
68K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.94K+ 1.74% |
$281K - $330K
|
230K
$20.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.91KNew |
$279K - $328K
|
3.91K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
3.86K+ 134.23% |
$275K - $323K
|
6.73K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.81KNew |
$271K - $319K
|
3.81K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.77K+ 9.76% |
$269K - $316K
|
42.4K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 3.56% |
$269K - $316K
|
109K
$9.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.68K+ 3.61% |
$263K - $308K
|
106K
$9.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
3.64K+ 0.93% |
$259K - $305K
|
396K
$35.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.58K+ 2.03% |
$255K - $300K
|
180K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.42KNew |
$243K - $286K
|
3.42K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.41K+ 6.97% |
$243K - $286K
|
52.4K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.34KNew |
$238K - $280K
|
3.34K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.34KNew |
$238K - $279K
|
3.34K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.34K+ 4.91% |
$238K - $279K
|
71.3K
$6.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.34K+ 22.85% |
$238K - $279K
|
17.9K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.25K+ 3.39% |
$232K - $272K
|
99.1K
$8.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
3.24K+ 9.19% |
$231K - $271K
|
38.4K
$3.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.2K+ 35.83% |
$228K - $268K
|
12.1K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18KNew |
$227K - $266K
|
3.18K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.98K+ 24.83% |
$212K - $250K
|
15K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.98KNew |
$212K - $250K
|
2.98K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.95KNew |
$210K - $247K
|
2.95K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.9K+ 15.27% |
$207K - $243K
|
21.9K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.89K+ 1.38% |
$206K - $242K
|
213K
$19M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.86K+ 2.42% |
$204K - $240K
|
121K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.78K+ 7.4% |
$198K - $232K
|
40.3K
$3.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.7KNew |
$193K - $226K
|
2.7K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.62KNew |
$187K - $220K
|
2.62K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2.61K+ 2.63% |
$186K - $218K
|
102K
$9.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.6KNew |
$185K - $218K
|
2.6K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.55K+ 2.21% |
$182K - $214K
|
118K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.51K+ 2.24% |
$179K - $210K
|
114K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.5KNew |
$178K - $209K
|
2.5K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.5KNew |
$178K - $209K
|
2.5K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.49K+ 1507.88% |
$177K - $208K
|
2.65K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.48K+ 11.55% |
$177K - $208K
|
24K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.45K+ 11.5% |
$175K - $205K
|
23.8K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.44KNew |
$174K - $205K
|
2.44K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.43K+ 17.72% |
$173K - $204K
|
16.1K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.4KNew |
$171K - $201K
|
2.4K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 0.88% |
$170K - $199K
|
274K
$24.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.28K+ 3.64% |
$163K - $191K
|
65K
$5.8M
|