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 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.96K- 70.77% |
$249K - $265K
|
1.22K
$109K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-3.07K- 18.64% |
$259K - $275K
|
13.4K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.05K- 26.09% |
$341K - $362K
|
11.5K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.92K- 7.96% |
$414K - $440K
|
56.9K
$5.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5.64K- 10.34% |
$476K - $505K
|
48.9K
$4.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.36K- 9.69% |
$704K - $748K
|
77.9K
$6.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-14.1K- 6.65% |
$1.19M - $1.27M
|
198K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.5K- 11.97% |
$1.23M - $1.3M
|
107K
$9.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-18.7K- 15.04% |
$1.58M - $1.67M
|
106K
$9.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 9.09% |
$2.1M - $2.23M
|
249K
$22.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-29.4K- 4.71% |
$2.48M - $2.63M
|
595K
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.8K- 9.44% |
$3.02M - $3.2M
|
344K
$30.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-37.5K- 14.06% |
$3.16M - $3.36M
|
229K
$20.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-41.3K- 21.22% |
$3.48M - $3.7M
|
153K
$13.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-381K- 25.94% |
$32.1M - $34.1M
|
1.09M
$97.1M
|