Institutional Ownership Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW). We have compiled data on the 797 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
53,978
shares
|
$4.81 Million
0.06% of portfolio
|
Q2 2025
Added 262.41%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
52,373
shares
|
$4.67 Million
0.7% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
52,048
shares
|
$4.64 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
51,589
shares
|
$4.6 Million
1.16% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
51,475
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,418
shares
|
$4.59 Million
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
51,316
shares
|
$4.58 Million
1.8% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
51,220
shares
|
$4.57 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
49,239
shares
|
$4.39 Million
3.75% of portfolio
|
Q2 2025
Reduced 54.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
49,221
shares
|
$4.39 Million
0.47% of portfolio
|
Q2 2025
Added 126.29%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
48,943
shares
|
$4.37 Million
0.79% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
48,777
shares
|
$4.35 Million
0.13% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
47,549
shares
|
$4.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
47,513
shares
|
$4.24 Million
2.22% of portfolio
|
Q2 2025
Added 170.93%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
47,382
shares
|
$4.23 Million
1.03% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
46,932
shares
|
$4.19 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
46,469
shares
|
$4.14 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
45,586
shares
|
$4.07 Million
0.65% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.96 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
44,433
shares
|
$3.96 Million
0.08% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.93 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
43,967
shares
|
$3.92 Million
0.29% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
43,957
shares
|
$3.92 Million
2.2% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
43,445
shares
|
$3.87 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|