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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-356- 12.28% |
$25.4K - $29.8K
|
2.54K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-361- 0.5% |
$25.7K - $30.2K
|
71.6K
$6.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-497- 3.16% |
$35.4K - $41.6K
|
15.2K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-555- 6.82% |
$39.6K - $46.5K
|
7.58K
$641K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-565- 11.91% |
$40.3K - $47.3K
|
4.18K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-633- 8.44% |
$45.1K - $53K
|
6.87K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-653- 20.56% |
$46.5K - $54.7K
|
2.52K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-712- 18.33% |
$50.8K - $59.6K
|
3.17K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-741- 6.45% |
$52.8K - $62.1K
|
10.7K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-806- 13.99% |
$57.5K - $67.5K
|
4.96K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-814- 3.99% |
$58K - $68.2K
|
19.6K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-992- 5.38% |
$70.7K - $83.1K
|
17.5K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-992- 16.44% |
$70.7K - $83.1K
|
5.04K
$426K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.24K- 0.38% |
$88.6K - $104K
|
329K
$27.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 10.08% |
$88.9K - $104K
|
11.1K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 7.34% |
$89.4K - $105K
|
15.8K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.46K- 3.13% |
$104K - $122K
|
45.2K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.07K- 1.99% |
$147K - $173K
|
102K
$8.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.33K- 15.58% |
$166K - $195K
|
12.7K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.96K- 42.13% |
$211K - $248K
|
4.07K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.08K- 6.49% |
$219K - $258K
|
44.3K
$3.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.23K- 10.46% |
$231K - $271K
|
27.7K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.54K- 1.82% |
$253K - $297K
|
191K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.59K- 45.03% |
$256K - $301K
|
4.39K
$371K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.83K- 1.29% |
$273K - $321K
|
292K
$24.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.85K- 27.06% |
$346K - $406K
|
13.1K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5.63K- 8.36% |
$402K - $472K
|
61.8K
$5.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.75K- 11.17% |
$410K - $482K
|
45.8K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.89K- 46.93% |
$420K - $493K
|
6.66K
$563K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.07K- 2.47% |
$504K - $592K
|
279K
$23.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-7.6K- 2.77% |
$542K - $637K
|
267K
$22.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-7.66K- 24.95% |
$546K - $642K
|
23.1K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-7.92K- 11.73% |
$564K - $663K
|
59.6K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-11K- 30.42% |
$785K - $922K
|
25.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-15.4K- 2.41% |
$1.1M - $1.29M
|
624K
$52.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.1K- 5.45% |
$1.15M - $1.35M
|
280K
$23.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-17K- 15.94% |
$1.21M - $1.42M
|
89.6K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-19K- 12.73% |
$1.35M - $1.59M
|
130K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-22.4K- 27.76% |
$1.6M - $1.88M
|
58.3K
$4.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-28.6K- 3.43% |
$2.04M - $2.39M
|
804K
$68M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-51.1K- 8.52% |
$3.64M - $4.28M
|
549K
$46.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.3K- 4.4% |
$3.8M - $4.46M
|
1.16M
$97.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.3K- 73.36% |
$4.37M - $5.14M
|
22.3K
$1.88M
|