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 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$71.3 - $83.7
|
5.83K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.0% |
$71.3 - $83.7
|
42.3K
$3.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2- 0.04% |
$143 - $167
|
5.03K
$428K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-15- 0.52% |
$1.07K - $1.26K
|
2.88K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-24- 0.35% |
$1.71K - $2.01K
|
6.89K
$586K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-34- 3.88% |
$2.42K - $2.85K
|
842
$71.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-49- 0.35% |
$3.49K - $4.1K
|
14K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-72- 1.4% |
$5.13K - $6.03K
|
5.06K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-73- 24.01% |
$5.2K - $6.11K
|
231
$19.7K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-75- 1.47% |
$5.35K - $6.28K
|
5.03K
$428K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-93- 19.62% |
$6.63K - $7.79K
|
381
$32.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-94- 0.41% |
$6.7K - $7.87K
|
22.8K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-154- 0.33% |
$11K - $12.9K
|
46.5K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-167- 0.21% |
$11.9K - $14K
|
79K
$6.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-169- 0.39% |
$12K - $14.2K
|
43.4K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-228- 8.34% |
$16.3K - $19.1K
|
2.51K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-228- 0.93% |
$16.3K - $19.1K
|
24.2K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-238- 4.63% |
$17K - $19.9K
|
4.9K
$417K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-286- 1.11% |
$20.4K - $23.9K
|
25.4K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-303- 13.37% |
$21.6K - $25.4K
|
1.96K
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-339- 6.75% |
$24.2K - $28.4K
|
4.69K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-356- 12.28% |
$25.4K - $29.8K
|
2.54K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-361- 0.5% |
$25.7K - $30.2K
|
71.6K
$6.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-442- 1.49% |
$31.5K - $37K
|
29.1K
$2.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-497- 3.16% |
$35.4K - $41.6K
|
15.2K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-502- 0.91% |
$35.8K - $42K
|
54.6K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-555- 6.82% |
$39.6K - $46.5K
|
7.58K
$645K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-565- 11.91% |
$40.3K - $47.3K
|
4.18K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-604- 6.86% |
$43.1K - $50.6K
|
8.2K
$698K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-633- 8.44% |
$45.1K - $53K
|
6.87K
$584K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-653- 20.56% |
$46.5K - $54.7K
|
2.52K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-697- 15.22% |
$49.7K - $58.4K
|
3.88K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-712- 18.33% |
$50.8K - $59.6K
|
3.17K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-741- 6.45% |
$52.8K - $62.1K
|
10.7K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-806- 13.99% |
$57.5K - $67.5K
|
4.96K
$422K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-814- 3.99% |
$58K - $68.2K
|
19.6K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-992- 5.38% |
$70.7K - $83.1K
|
17.5K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-992- 16.44% |
$70.7K - $83.1K
|
5.04K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1K- 18.52% |
$71.3K - $83.7K
|
4.4K
$374K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.24K- 0.38% |
$88.6K - $104K
|
329K
$28M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 10.08% |
$88.9K - $104K
|
11.1K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 7.34% |
$89.4K - $105K
|
15.8K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.46K- 3.13% |
$104K - $122K
|
45.2K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.07K- 1.99% |
$147K - $173K
|
102K
$8.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.33K- 15.58% |
$166K - $195K
|
12.7K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.96K- 42.13% |
$211K - $248K
|
4.07K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 6.49% |
$219K - $258K
|
44.3K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.23K- 10.46% |
$231K - $271K
|
27.7K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3.34K- 15.68% |
$238K - $280K
|
18K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.54K- 1.82% |
$253K - $297K
|
191K
$16.3M
|