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
|
Citigroup Inc
|
BUY
|
- |
963+ 8.77% |
$68.6K - $80.6K
|
11.9K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
962+ 2.44% |
$68.6K - $80.6K
|
40.4K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
943+ 15.0% |
$67.2K - $79K
|
7.23K
$645K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
925+ 5.85% |
$65.9K - $77.5K
|
16.7K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
878New |
$62.6K - $73.5K
|
878
$78.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
874+ 17.73% |
$62.3K - $73.2K
|
5.8K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
837New |
$59.7K - $70.1K
|
837
$74.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
834+ 4.88% |
$59.4K - $69.8K
|
17.9K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
800+ 10.4% |
$57K - $67K
|
8.5K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
787+ 5.69% |
$56.1K - $65.9K
|
14.6K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
786+ 3.24% |
$56K - $65.8K
|
25K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
771+ 117.17% |
$55K - $64.6K
|
1.43K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
737New |
$52.5K - $61.7K
|
737
$65.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
723+ 4.21% |
$51.5K - $60.5K
|
17.9K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
710+ 0.85% |
$50.6K - $59.5K
|
84.4K
$7.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
710+ 7.9% |
$50.6K - $59.5K
|
9.7K
$865K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
699+ 4.02% |
$49.8K - $58.5K
|
18.1K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
694+ 0.41% |
$49.5K - $58.1K
|
169K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
676+ 13.33% |
$48.2K - $56.6K
|
5.75K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
670+ 167.92% |
$47.8K - $56.1K
|
1.07K
$95.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
659+ 1.63% |
$47K - $55.2K
|
41.2K
$3.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
655+ 214.75% |
$46.7K - $54.8K
|
960
$85.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
647+ 9.35% |
$46.1K - $54.2K
|
7.57K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
646+ 16.18% |
$46K - $54.1K
|
4.64K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
628+ 3.29% |
$44.8K - $52.6K
|
19.7K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
600New |
$42.8K - $50.2K
|
600
$53.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
588+ 57.03% |
$41.9K - $49.2K
|
1.62K
$144K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
582New |
$41.5K - $48.7K
|
582
$51.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
556+ 3.65% |
$39.6K - $46.6K
|
15.8K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
460+ 4.2% |
$32.8K - $38.5K
|
11.4K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
450+ 12.08% |
$32.1K - $37.7K
|
4.18K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
432+ 9.01% |
$30.8K - $36.2K
|
5.23K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
429+ 1.76% |
$30.6K - $35.9K
|
24.8K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
418+ 4.1% |
$29.8K - $35K
|
10.6K
$946K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
410+ 1.4% |
$29.2K - $34.3K
|
29.8K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
381+ 1.36% |
$27.2K - $31.9K
|
28.4K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
371+ 10.03% |
$26.4K - $31.1K
|
4.07K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
370+ 4.43% |
$26.4K - $31K
|
8.72K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
365+ 3.15% |
$26K - $30.6K
|
12K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
356+ 6.43% |
$25.4K - $29.8K
|
5.89K
$525K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
351+ 0.98% |
$25K - $29.4K
|
36.2K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
344+ 11.27% |
$24.5K - $28.8K
|
3.4K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
280+ 2.1% |
$20K - $23.4K
|
13.6K
$1.22M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
273+ 4.05% |
$19.5K - $22.9K
|
7.02K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
271+ 1.56% |
$19.3K - $22.7K
|
17.7K
$1.57M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
253+ 5.17% |
$18K - $21.2K
|
5.15K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
253+ 4.5% |
$18K - $21.2K
|
5.87K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
252+ 5.46% |
$18K - $21.1K
|
4.87K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
246+ 0.21% |
$17.5K - $20.6K
|
116K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
222New |
$15.8K - $18.6K
|
222
$19.8K
|