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 759 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
46,302
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
45,284
shares
|
$3.64 Million
1.1% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 05, 2025 Q4 2024 |
45,257
shares
|
$3.64 Million
1.9% of portfolio
|
Q4 2024
Added 406.85%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
44,484
shares
|
$3.58 Million
1.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.57 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.54 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
43,526
shares
|
$3.5 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
43,392
shares
|
$3.49 Million
1.19% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
42,128
shares
|
$3.39 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
41,798
shares
|
$3.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
41,492
shares
|
$3.33 Million
1.21% of portfolio
|
Q4 2024
Reduced 57.8%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
39,967
shares
|
$3.21 Million
1.71% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
39,302
shares
|
$3.16 Million
0.03% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
38,837
shares
|
$3.12 Million
0.12% of portfolio
|
Q4 2024
Added 121.99%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.09 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
38,089
shares
|
$3.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
37,788
shares
|
$3.04 Million
0.24% of portfolio
|
Q4 2024
Added 250.02%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,354
shares
|
$3 Million
0.68% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
36,590
shares
|
$2.94 Million
0.77% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
36,490
shares
|
$2.93 Million
2.04% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
36,388
shares
|
$2.92 Million
0.03% of portfolio
|
Q4 2024
Added 52.4%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
36,034
shares
|
$2.9 Million
0.67% of portfolio
|
Q4 2024
Added 33.59%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
35,410
shares
|
$2.85 Million
0.18% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
34,907
shares
|
$2.81 Million
1.18% of portfolio
|
Q4 2024
Reduced 52.63%
|