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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
23,762
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
23,599
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,566
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
23,346
shares
|
$2.01 Million
0.25% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
23,050
shares
|
$1.99 Million
0.39% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
23,038
shares
|
$1.99 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
22,989
shares
|
$1.98 Million
0.34% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
22,787
shares
|
$1.97 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
22,339
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
22,338
shares
|
$1.93 Million
0.17% of portfolio
|
Q2 2025
Added 72.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
22,323
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,274
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 73.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,149
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Added 105.43%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
22,093
shares
|
$1.91 Million
1.69% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
21,874
shares
|
$1.89 Million
0.23% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
21,779
shares
|
$1.88 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
21,617
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,613
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
21,599
shares
|
$1.86 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,591
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
21,563
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Added 230.37%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
21,505
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
21,320
shares
|
$1.84 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
21,174
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
21,173
shares
|
$1.83 Million
0.63% of portfolio
|
Q2 2025
Added 10.11%
|