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 782 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
31,864
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
31,060
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.53 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
30,929
shares
|
$2.52 Million
0.16% of portfolio
|
Q1 2025
Added 71.65%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
30,713
shares
|
$2.51 Million
0.76% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
29,734
shares
|
$2.43 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
29,572
shares
|
$2.41 Million
0.25% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
29,371
shares
|
$2.4 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
29,004
shares
|
$2.37 Million
0.19% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
28,035
shares
|
$2.29 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
28,010
shares
|
$2.28 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
27,627
shares
|
$2.25 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,299
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
27,281
shares
|
$2.23 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
26,083
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,963
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,712
shares
|
$2.1 Million
0.93% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
24,489
shares
|
$2 Million
0.25% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
24,426
shares
|
$1.99 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
24,334
shares
|
$1.98 Million
0.52% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
24,238
shares
|
$1.98 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
24,216
shares
|
$1.98 Million
0.39% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,028
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
23,934
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
23,582
shares
|
$1.92 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.06%
|