Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
212KNew |
$18.4M - $19.2M
|
212K
$18.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
141K+ 10.15% |
$12.3M - $12.8M
|
1.54M
$136M
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
41.3K+ 19.29% |
$3.59M - $3.74M
|
255K
$22.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
23.8K+ 2.64% |
$2.07M - $2.15M
|
926K
$82.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
20.4KNew |
$1.77M - $1.85M
|
20.4K
$1.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10.3K+ 5.61% |
$893K - $930K
|
193K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.33K+ 2.14% |
$637K - $664K
|
349K
$31M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.23K+ 69.95% |
$629K - $655K
|
17.6K
$1.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.18K+ 12.15% |
$625K - $651K
|
66.3K
$5.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.04K+ 0.81% |
$613K - $638K
|
873K
$77.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.98K+ 2.8% |
$608K - $633K
|
256K
$22.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
6.8KNew |
$591K - $616K
|
6.8K
$604K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
6.03K+ 1.58% |
$525K - $546K
|
388K
$34.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5.59K+ 3.33% |
$486K - $506K
|
173K
$15.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
5.57K+ 134.96% |
$485K - $505K
|
9.7K
$861K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.18K+ 2.79% |
$450K - $469K
|
191K
$16.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.78K+ 9.79% |
$416K - $433K
|
53.6K
$4.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.55K+ 111.65% |
$396K - $413K
|
8.63K
$767K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.83K+ 681.49% |
$333K - $347K
|
4.39K
$390K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.49KNew |
$303K - $316K
|
3.49K
$310K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.46K+ 0.95% |
$301K - $313K
|
368K
$32.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.86K+ 0.23% |
$249K - $259K
|
1.23M
$109M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8K+ 5.11% |
$244K - $254K
|
57.5K
$5.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.38K+ 2.18% |
$207K - $216K
|
112K
$9.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
2.32KNew |
$202K - $210K
|
2.32K
$206K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.97K+ 1.68% |
$172K - $179K
|
119K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.4K+ 2.51% |
$121K - $126K
|
57.1K
$5.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.24K+ 1.1% |
$108K - $113K
|
115K
$10.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.23K+ 0.2% |
$107K - $112K
|
617K
$54.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
959+ 3.66% |
$83.4K - $86.9K
|
27.1K
$2.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
897+ 0.28% |
$78K - $81.3K
|
323K
$28.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
875+ 0.5% |
$76.1K - $79.3K
|
176K
$15.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
871+ 4.27% |
$75.8K - $78.9K
|
21.3K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
841+ 17.21% |
$73.2K - $76.2K
|
5.73K
$509K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
646+ 21.53% |
$56.2K - $58.5K
|
3.65K
$324K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
599+ 1.17% |
$52.1K - $54.3K
|
51.9K
$4.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
521+ 230.53% |
$45.3K - $47.2K
|
747
$66.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
483New |
$42K - $43.8K
|
483
$42.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
482+ 1.08% |
$41.9K - $43.7K
|
44.9K
$3.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
420+ 10.24% |
$36.5K - $38.1K
|
4.52K
$402K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
384+ 0.05% |
$33.4K - $34.8K
|
823K
$73.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
369+ 2.28% |
$32.1K - $33.4K
|
16.6K
$1.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
337+ 235.66% |
$29.3K - $30.5K
|
480
$42.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
295+ 3.06% |
$25.7K - $26.7K
|
9.95K
$884K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
BUY
|
- |
213+ 0.09% |
$18.5K - $19.3K
|
230K
$20.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
167+ 1.47% |
$14.5K - $15.1K
|
11.5K
$1.02M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
163+ 2.04% |
$14.2K - $14.8K
|
8.16K
$725K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
146+ 1.16% |
$12.7K - $13.2K
|
12.8K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
140+ 1.87% |
$12.2K - $12.7K
|
7.62K
$677K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
132+ 0.45% |
$11.5K - $12K
|
29.3K
$2.6M
|
|