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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
34,866
shares
|
$2.8 Million
0.32% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
34,836
shares
|
$2.8 Million
0.91% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
34,539
shares
|
$2.78 Million
0.94% of portfolio
|
Q4 2024
Added 177.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
34,027
shares
|
$2.73 Million
2.7% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
33,557
shares
|
$2.7 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
33,476
shares
|
$2.69 Million
1.62% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
33,036
shares
|
$2.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
32,836
shares
|
$2.64 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
32,245
shares
|
$2.59 Million
0.81% of portfolio
|
Q4 2024
Reduced 79.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,591
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
31,538
shares
|
$2.53 Million
2.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.5 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
30,495
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
30,449
shares
|
$2.45 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
29,797
shares
|
$2.39 Million
0.31% of portfolio
|
Q4 2024
Added 23.41%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
29,676
shares
|
$2.39 Million
0.56% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
29,414
shares
|
$2.36 Million
0.4% of portfolio
|
Q4 2022
Reduced 5.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,047
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
28,966
shares
|
$2.33 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
28,948
shares
|
$2.33 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
28,792
shares
|
$2.31 Million
0.62% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
28,361
shares
|
$2.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.51%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
28,264
shares
|
$2.27 Million
1.84% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
28,148
shares
|
$2.26 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Menlo Advisors LLC
|
Feb 06, 2025 Q4 2024 |
28,010
shares
|
$2.25 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.18%
|