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 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.35% |
$214 - $251
|
863
$77K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.42% |
$143 - $167
|
480
$42.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$71.3 - $83.7
|
5.83K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.8% |
$71.3 - $83.7
|
126
$11.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.63% |
$71.3 - $83.7
|
39
$3.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1+ 0.02% |
$71.3 - $83.7
|
4.21K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.0% |
$71.3 - $83.7
|
42.3K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.02% |
$71.3 - $83.7
|
5.64K
$503K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.33% |
$71.3 - $83.7
|
306
$27.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$71.3 - $83.7
|
12.9K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$71.3 - $83.7
|
3.58K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.04% |
$143 - $167
|
5.03K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 0.13% |
$356 - $419
|
3.83K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-14- 0.26% |
$998 - $1.17K
|
5.42K
$483K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-15- 0.52% |
$1.07K - $1.26K
|
2.88K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-21- 0.36% |
$1.5K - $1.76K
|
5.86K
$523K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.4% |
$1.5K - $1.76K
|
5.2K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-23- 0.17% |
$1.64K - $1.93K
|
13.6K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-24- 0.35% |
$1.71K - $2.01K
|
6.89K
$614K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-33- 0.07% |
$2.35K - $2.76K
|
47.5K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-34- 3.88% |
$2.42K - $2.85K
|
842
$75.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-43- 1.34% |
$3.07K - $3.6K
|
3.17K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-46- 0.5% |
$3.28K - $3.85K
|
9.08K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-49- 0.35% |
$3.49K - $4.1K
|
14K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-57- 32.02% |
$4.06K - $4.77K
|
121
$10.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-59- 11.92% |
$4.21K - $4.94K
|
436
$38.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-64- 0.59% |
$4.56K - $5.36K
|
10.9K
$969K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72- 1.4% |
$5.13K - $6.03K
|
5.06K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-73- 24.01% |
$5.2K - $6.11K
|
231
$20.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-75- 0.27% |
$5.35K - $6.28K
|
27.9K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-75- 1.47% |
$5.35K - $6.28K
|
5.03K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-75- 1.86% |
$5.35K - $6.28K
|
3.96K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-79- 2.86% |
$5.63K - $6.62K
|
2.69K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-91- 1.3% |
$6.49K - $7.62K
|
6.9K
$616K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93- 19.62% |
$6.63K - $7.79K
|
381
$34K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-94- 0.41% |
$6.7K - $7.87K
|
22.8K
$2.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-123- 0.6% |
$8.77K - $10.3K
|
20.3K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-142- 1.12% |
$10.1K - $11.9K
|
12.5K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-146- 4.21% |
$10.4K - $12.2K
|
3.32K
$296K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-154- 0.33% |
$11K - $12.9K
|
46.5K
$4.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.5% |
$11.3K - $13.2K
|
10.4K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-159- 25.0% |
$11.3K - $13.3K
|
477
$42.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-165- 1.56% |
$11.8K - $13.8K
|
10.4K
$930K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-167- 0.21% |
$11.9K - $14K
|
79K
$7.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-169- 0.39% |
$12K - $14.2K
|
43.4K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-173- 0.37% |
$12.3K - $14.5K
|
46.9K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-197- 0.5% |
$14K - $16.5K
|
39.5K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-200- 4.81% |
$14.3K - $16.7K
|
3.96K
$353K
|