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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
30,902
shares
|
$2.76 Million
0.19% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
30,878
shares
|
$2.75 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
|
$2.67 Million
0.2% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
29,542
shares
|
$2.63 Million
0.87% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
29,182
shares
|
$2.6 Million
0.23% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
29,146
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,070
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
28,712
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
28,647
shares
|
$2.56 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
28,098
shares
|
$2.51 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Menlo Advisors LLC
|
Aug 06, 2025 Q2 2025 |
27,935
shares
|
$2.49 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
27,718
shares
|
$2.47 Million
1.39% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
27,695
shares
|
$2.47 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
27,514
shares
|
$2.45 Million
0.28% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
27,039
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 329.67%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
26,190
shares
|
$2.34 Million
0.18% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
25,828
shares
|
$2.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 85.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,762
shares
|
$2.3 Million
0.89% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
25,564
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,192
shares
|
$2.25 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
|
$2.23 Million
1.65% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
24,763
shares
|
$2.21 Million
0.51% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
24,658
shares
|
$2.2 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
24,446
shares
|
$2.18 Million
0.74% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
24,055
shares
|
$2.15 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.59%
|