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 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
209+ 0.41% |
$14.9K - $17.5K
|
51.4K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
200+ 0.93% |
$14.3K - $16.7K
|
21.6K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
193+ 0.33% |
$13.8K - $16.2K
|
59.2K
$5.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
176+ 0.84% |
$12.5K - $14.7K
|
21.1K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
171+ 0.12% |
$12.2K - $14.3K
|
139K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
158+ 6.75% |
$11.3K - $13.2K
|
2.5K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
158New |
$11.3K - $13.2K
|
158
$14.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
155+ 3.09% |
$11K - $13K
|
5.18K
$462K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150+ 26.69% |
$10.7K - $12.6K
|
712
$63.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
143+ 1.89% |
$10.2K - $12K
|
7.73K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
140+ 4.28% |
$9.98K - $11.7K
|
3.41K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 0.87% |
$9.69K - $11.4K
|
15.8K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
130+ 8.25% |
$9.27K - $10.9K
|
1.71K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
126+ 1.61% |
$8.98K - $10.6K
|
7.96K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
119+ 1.85% |
$8.48K - $9.97K
|
6.57K
$586K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
117+ 0.98% |
$8.34K - $9.8K
|
12.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
109+ 0.15% |
$7.77K - $9.13K
|
70.9K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
99+ 19.34% |
$7.06K - $8.29K
|
611
$54.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
98+ 0.15% |
$6.99K - $8.21K
|
65.8K
$5.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
91+ 0.33% |
$6.49K - $7.62K
|
27.7K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
79+ 0.49% |
$5.63K - $6.62K
|
16.3K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
78+ 2.23% |
$5.56K - $6.53K
|
3.57K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
74+ 4.36% |
$5.27K - $6.2K
|
1.77K
$158K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
72+ 0.03% |
$5.13K - $6.03K
|
285K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
63+ 1.07% |
$4.49K - $5.28K
|
5.97K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
60+ 15.75% |
$4.28K - $5.02K
|
441
$39.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
57+ 0.34% |
$4.06K - $4.77K
|
16.9K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
51+ 0.27% |
$3.64K - $4.27K
|
19.2K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
45+ 0.37% |
$3.21K - $3.77K
|
12.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
44+ 0.2% |
$3.14K - $3.68K
|
22.1K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
43+ 0.12% |
$3.07K - $3.6K
|
36.5K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
42+ 0.26% |
$2.99K - $3.52K
|
16.3K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 1.3% |
$2.57K - $3.01K
|
2.81K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31+ 0.04% |
$2.21K - $2.6K
|
81.3K
$7.25M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27+ 0.19% |
$1.92K - $2.26K
|
14.2K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
26+ 0.4% |
$1.85K - $2.18K
|
6.48K
$578K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 0.2% |
$1.57K - $1.84K
|
10.8K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.41% |
$1.43K - $1.67K
|
4.85K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$1.21K - $1.42K
|
17
$1.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
16+ 1.21% |
$1.14K - $1.34K
|
1.34K
$120K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
16+ 0.2% |
$1.14K - $1.34K
|
8.1K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
14+ 0.1% |
$998 - $1.17K
|
13.8K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.41% |
$784 - $921
|
2.67K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9+ 0.36% |
$642 - $754
|
2.53K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
9+ 9.09% |
$642 - $754
|
108
$9.63K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8+ 0.22% |
$570 - $670
|
3.6K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6+ 0.35% |
$428 - $502
|
1.72K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.19% |
$356 - $419
|
2.68K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.04% |
$285 - $335
|
10.6K
$944K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$214 - $251
|
1.27K
$114K
|