Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75+ 4.58% |
$5.85K - $6.33K
|
1.71K
$145K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
73+ 31.6% |
$5.69K - $6.16K
|
304
$25.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
72New |
$5.62K - $6.07K
|
72
$6.08K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
71+ 0.35% |
$5.54K - $5.99K
|
20.4K
$1.72M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
57+ 0.76% |
$4.45K - $4.81K
|
7.58K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47+ 0.64% |
$3.67K - $3.97K
|
7.35K
$621K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
46+ 0.8% |
$3.59K - $3.88K
|
5.76K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
42+ 26.58% |
$3.28K - $3.54K
|
200
$16.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 0.33% |
$3.2K - $3.46K
|
12.4K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
41New |
$3.2K - $3.46K
|
41
$3.46K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
41+ 0.24% |
$3.2K - $3.46K
|
17.4K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
38+ 0.13% |
$2.96K - $3.21K
|
29K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
38+ 6.13% |
$2.96K - $3.21K
|
658
$55.6K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
35+ 0.46% |
$2.73K - $2.95K
|
7.7K
$650K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
28+ 0.58% |
$2.18K - $2.36K
|
4.83K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
27New |
$2.11K - $2.28K
|
27
$2.28K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
25+ 0.39% |
$1.95K - $2.11K
|
6.46K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
19+ 0.37% |
$1.48K - $1.6K
|
5.13K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.24% |
$1.25K - $1.35K
|
6.75K
$570K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$1.17K - $1.27K
|
13.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
15New |
$1.17K - $1.27K
|
15
$1.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14+ 0.26% |
$1.09K - $1.18K
|
5.43K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.01% |
$1.09K - $1.18K
|
114K
$9.66M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.09% |
$1.01K - $1.1K
|
14.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.34% |
$936 - $1.01K
|
3.55K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
11+ 2.2% |
$858 - $928
|
512
$43.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.38% |
$780 - $844
|
2.66K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8+ 0.07% |
$624 - $675
|
11K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 0.32% |
$624 - $675
|
2.52K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.08% |
$390 - $422
|
6.2K
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.04% |
$312 - $337
|
10.6K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$234 - $253
|
3.06K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.24% |
$234 - $253
|
1.27K
$107K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$156 - $169
|
2.95K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.03% |
$78 - $84.4
|
3.7K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.21% |
$78 - $84.4
|
478
$40.4K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$78 - $84.4
|
495
$41.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.24% |
$78 - $84.4
|
424
$35.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1- 0.01% |
$78 - $84.4
|
9.7K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$78 - $84.4
|
3.47K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-8- 0.01% |
$624 - $675
|
79.4K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 0.26% |
$702 - $759
|
3.49K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-12- 0.07% |
$936 - $1.01K
|
16.2K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-14- 0.15% |
$1.09K - $1.18K
|
9.12K
$770K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-15- 0.32% |
$1.17K - $1.27K
|
4.62K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-17- 0.37% |
$1.33K - $1.43K
|
4.54K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.41% |
$1.56K - $1.69K
|
4.81K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.45% |
$1.95K - $2.11K
|
5.57K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-32- 0.13% |
$2.5K - $2.7K
|
24.2K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-34- 1.16% |
$2.65K - $2.87K
|
2.9K
$245K
|