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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,405
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
27,404
shares
|
$2.2 Million
2.36% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
27,242
shares
|
$2.19 Million
0.57% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
26,295
shares
|
$2.11 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
24,928
shares
|
$2 Million
0.88% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
24,580
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
24,500
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 105.57%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
24,427
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
24,270
shares
|
$1.95 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
23,724
shares
|
$1.91 Million
0.86% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
23,683
shares
|
$1.9 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,566
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
23,559
shares
|
$1.89 Million
1.01% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
23,321
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
23,128
shares
|
$1.86 Million
1.02% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
22,989
shares
|
$1.85 Million
0.43% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
22,965
shares
|
$1.85 Million
0.36% of portfolio
|
Q4 2024
Added 83.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
22,728
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
Added 11.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,646
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
22,589
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
22,502
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
22,354
shares
|
$1.8 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
22,178
shares
|
$1.78 Million
0.93% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
21,946
shares
|
$1.76 Million
1.9% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
21,779
shares
|
$1.75 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.16%
|