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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,566
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
23,291
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
22,989
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
22,963
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
22,881
shares
|
$1.87 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
22,712
shares
|
$1.85 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
22,556
shares
|
$1.84 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
22,470
shares
|
$1.83 Million
0.88% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
22,049
shares
|
$1.8 Million
1.81% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
22,001
shares
|
$1.79 Million
0.54% of portfolio
|
Q1 2025
Reduced 49.3%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
21,779
shares
|
$1.78 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
21,751
shares
|
$1.77 Million
0.2% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
21,750
shares
|
$1.77 Million
0.83% of portfolio
|
Q1 2025
Added 149.74%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
21,484
shares
|
$1.75 Million
0.74% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
21,413
shares
|
$1.75 Million
0.2% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
21,325
shares
|
$1.74 Million
0.94% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,312
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
21,296
shares
|
$1.74 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
20,941
shares
|
$1.71 Million
1.13% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
20,894
shares
|
$1.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,852
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
20,505
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
20,394
shares
|
$1.66 Million
0.84% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
20,393
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
20,341
shares
|
$1.66 Million
0.09% of portfolio
|
Q1 2025
Added 3.65%
|