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 782 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
40,124
shares
|
$3.27 Million
0.73% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,681
shares
|
$3.24 Million
0.07% of portfolio
|
Q1 2025
Added 85.98%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
39,672
shares
|
$3.24 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
39,509
shares
|
$3.22 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
39,302
shares
|
$3.21 Million
0.03% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
38,667
shares
|
$3.15 Million
3.55% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.14 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
37,578
shares
|
$3.07 Million
0.33% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
37,476
shares
|
$3.06 Million
2.1% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
37,059
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
36,629
shares
|
$2.99 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
36,417
shares
|
$2.97 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
36,205
shares
|
$2.95 Million
0.96% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
36,050
shares
|
$2.94 Million
1.11% of portfolio
|
Q1 2025
Added 51.96%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
35,886
shares
|
$2.93 Million
0.89% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
35,374
shares
|
$2.89 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
35,196
shares
|
$2.87 Million
1.6% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
34,889
shares
|
$2.85 Million
0.77% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,814
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Added 72.32%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
34,774
shares
|
$2.84 Million
0.56% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
34,446
shares
|
$2.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
33,265
shares
|
$2.71 Million
1.02% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
32,846
shares
|
$2.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
32,602
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
31,971
shares
|
$2.61 Million
2.51% of portfolio
|
Q1 2025
Added 1.37%
|