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 |
---|---|---|---|---|---|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
41,653
shares
|
$3.59 Million
0.25% of portfolio
|
Q2 2025
Added 13.72%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
41,505
shares
|
$3.58 Million
0.0% of portfolio
|
Q2 2025
Added 59.13%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
41,274
shares
|
$3.56 Million
0.03% of portfolio
|
Q2 2025
Added 5.02%
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
41,179
shares
|
$3.55 Million
0.47% of portfolio
|
Q2 2025
Added 1.63%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,715
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
40,611
shares
|
$3.5 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
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 54.59%
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
40,383
shares
|
$3.48 Million
2.25% of portfolio
|
Q2 2025
Added 2.44%
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
40,251
shares
|
$3.47 Million
2.18% of portfolio
|
Q2 2025
Added 7.4%
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
40,186
shares
|
$3.47 Million
0.88% of portfolio
|
Q2 2025
Added 15.18%
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
39,587
shares
|
$3.41 Million
0.34% of portfolio
|
Q2 2025
Added 5.35%
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
39,475
shares
|
$3.4 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.31 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,460
shares
|
$3.14 Million
0.76% of portfolio
|
Q2 2025
Added 0.12%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
36,352
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
36,237
shares
|
$3.13 Million
0.87% of portfolio
|
Q2 2025
Added 0.98%
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
35,341
shares
|
$3.05 Million
0.65% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
35,196
shares
|
$3.04 Million
1.6% of portfolio
|
Q1 2025
Added 5.14%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
33,546
shares
|
$2.89 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
|
$2.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
32,160
shares
|
$2.77 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
31,521
shares
|
$2.72 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.68 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
30,902
shares
|
$2.66 Million
0.19% of portfolio
|
Q2 2025
Added 6.54%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
30,894
shares
|
$2.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.31%
|