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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
30,878
shares
|
$2.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
29,924
shares
|
$2.58 Million
0.2% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
29,781
shares
|
$2.57 Million
0.55% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
29,130
shares
|
$2.51 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,070
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
28,712
shares
|
$2.48 Million
0.01% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
28,416
shares
|
$2.45 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
28,243
shares
|
$2.44 Million
1.05% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
27,935
shares
|
$2.41 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
27,718
shares
|
$2.39 Million
1.39% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
27,695
shares
|
$2.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,039
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 329.67%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
26,210
shares
|
$2.26 Million
0.26% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
25,828
shares
|
$2.23 Million
0.86% of portfolio
|
Q2 2025
Reduced 85.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,645
shares
|
$2.21 Million
0.18% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,564
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
25,426
shares
|
$2.19 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,192
shares
|
$2.17 Million
0.59% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
25,024
shares
|
$2.16 Million
1.65% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
24,809
shares
|
$2.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 43.18%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
24,763
shares
|
$2.14 Million
0.51% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
24,216
shares
|
$2.09 Million
0.34% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
24,198
shares
|
$2.09 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,028
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
23,966
shares
|
$2.07 Million
0.75% of portfolio
|
Q2 2025
Added 11.55%
|