Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
89.4K+ 23.26% |
$7.53M - $8M
|
474K
$42.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
66.3KNew |
$5.59M - $5.93M
|
66.3K
$5.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
66.3K+ 12.07% |
$5.58M - $5.93M
|
615K
$54.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
30K+ 5.76% |
$2.53M - $2.69M
|
551K
$49.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.4K+ 12.4% |
$1.8M - $1.91M
|
194K
$17.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
21.1K+ 10.92% |
$1.78M - $1.89M
|
214K
$19.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.3K+ 12.42% |
$1.71M - $1.82M
|
184K
$16.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20.1K+ 12.1% |
$1.7M - $1.8M
|
186K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.4K+ 2.28% |
$1.55M - $1.64M
|
823K
$73.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
14.9K+ 5.08% |
$1.26M - $1.33M
|
308K
$27.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
14K+ 8.3% |
$1.18M - $1.25M
|
183K
$16.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
13.8K+ 11.4% |
$1.16M - $1.24M
|
135K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.1K+ 26.28% |
$1.02M - $1.08M
|
58.3K
$5.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
8.42K+ 7.13% |
$709K - $753K
|
127K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.47K+ 2.23% |
$630K - $668K
|
342K
$30.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
7.32K+ 25.93% |
$617K - $655K
|
35.6K
$3.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.2K+ 17.91% |
$606K - $644K
|
47.4K
$4.23M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.53K+ 2.94% |
$550K - $584K
|
228K
$20.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
5.92K+ 0.74% |
$499K - $530K
|
801K
$71.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.58K+ 23.27% |
$470K - $499K
|
29.5K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.57K+ 12.17% |
$469K - $498K
|
51.3K
$4.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.4K+ 1.44% |
$455K - $483K
|
382K
$34M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.24K+ 2.91% |
$442K - $469K
|
185K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.04K+ 85.84% |
$340K - $361K
|
8.74K
$780K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.71K+ 9.21% |
$312K - $332K
|
44K
$3.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.59K+ 7.95% |
$303K - $321K
|
48.8K
$4.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.37K+ 1.48% |
$284K - $301K
|
231K
$20.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.3K+ 5.07% |
$278K - $295K
|
68.3K
$6.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.97K+ 4.36% |
$250K - $265K
|
70.9K
$6.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.87K+ 23.75% |
$242K - $257K
|
15K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$228K - $242K
|
2.71K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.67KNew |
$225K - $239K
|
2.67K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$200K - $212K
|
2.38K
$212K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
2.27KNew |
$191K - $203K
|
2.27K
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
2.14K+ 26.49% |
$181K - $192K
|
10.2K
$912K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2.1K+ 1.1% |
$177K - $188K
|
193K
$17.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.88K+ 3.23% |
$159K - $168K
|
60.2K
$5.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.66K+ 7.28% |
$140K - $148K
|
24.4K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.53K+ 40.38% |
$129K - $137K
|
5.32K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.48K+ 54.61% |
$124K - $132K
|
4.18K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.37K+ 6.48% |
$116K - $123K
|
22.5K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.35K+ 9.81% |
$114K - $121K
|
15.1K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 11.7% |
$111K - $118K
|
12.6K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 4.98% |
$110K - $117K
|
27.5K
$2.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3K+ 341.73% |
$110K - $116K
|
1.68K
$150K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.27K+ 0.8% |
$107K - $114K
|
161K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.25K+ 3.1% |
$106K - $112K
|
41.6K
$3.71M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.2K+ 61.0% |
$101K - $107K
|
3.16K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
1.19KNew |
$101K - $107K
|
1.19K
$106K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.1K+ 16.89% |
$92.4K - $98K
|
7.59K
$677K
|