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 795 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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
52,373
shares
|
$4.52 Million
0.7% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
52,048
shares
|
$4.49 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
51,695
shares
|
$4.46 Million
2.59% of portfolio
|
Q2 2025
Reduced 69.61%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
51,589
shares
|
$4.45 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
|
$4.44 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
|
$4.43 Million
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
49,239
shares
|
$4.25 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
|
$4.24 Million
0.47% of portfolio
|
Q2 2025
Added 126.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
47,549
shares
|
$4.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
47,513
shares
|
$4.1 Million
2.22% of portfolio
|
Q2 2025
Added 170.93%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
47,105
shares
|
$4.06 Million
1.16% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
46,469
shares
|
$4.01 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
46,144
shares
|
$3.98 Million
1.15% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
45,750
shares
|
$3.95 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
45,586
shares
|
$3.93 Million
0.65% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
45,184
shares
|
$3.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.83 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
44,270
shares
|
$3.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.8 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
43,445
shares
|
$3.75 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
42,946
shares
|
$3.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 22.14%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
42,738
shares
|
$3.69 Million
2.08% of portfolio
|
Q2 2025
Added 100.41%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
42,439
shares
|
$3.66 Million
3.16% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,269
shares
|
$3.65 Million
0.16% of portfolio
|
Q2 2025
Added 0.0%
|