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 |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
42,738
shares
|
$3.81 Million
2.08% of portfolio
|
Q2 2025
Added 100.41%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
42,586
shares
|
$3.8 Million
2.62% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
42,576
shares
|
$3.8 Million
0.14% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
41,653
shares
|
$3.72 Million
0.25% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
41,636
shares
|
$3.71 Million
2.38% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
41,520
shares
|
$3.7 Million
0.47% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
41,505
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Added 59.13%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
41,274
shares
|
$3.68 Million
0.03% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,715
shares
|
$3.63 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
40,611
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
40,492
shares
|
$3.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 54.59%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
39,587
shares
|
$3.53 Million
0.34% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
38,497
shares
|
$3.43 Million
1.46% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.43 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
38,431
shares
|
$3.43 Million
1.77% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
37,170
shares
|
$3.32 Million
0.88% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,460
shares
|
$3.25 Million
0.76% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
35,566
shares
|
$3.17 Million
1.27% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
35,341
shares
|
$3.15 Million
0.65% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,813
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
33,546
shares
|
$2.99 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
32,214
shares
|
$2.87 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
32,174
shares
|
$2.87 Million
1.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
31,521
shares
|
$2.81 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.77 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|