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 760 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 $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
22,354
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
21,946
shares
|
$1.74 Million
1.9% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
21,779
shares
|
$1.72 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
21,772
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
21,766
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
21,751
shares
|
$1.72 Million
0.2% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
21,750
shares
|
$1.72 Million
0.83% of portfolio
|
Q1 2025
Added 149.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
21,444
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,406
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
21,336
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
21,325
shares
|
$1.69 Million
0.94% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,312
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
21,177
shares
|
$1.68 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
21,163
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
20,756
shares
|
$1.64 Million
0.19% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
20,609
shares
|
$1.63 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
20,594
shares
|
$1.63 Million
1.09% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
20,515
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
20,322
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,203
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
19,772
shares
|
$1.56 Million
0.39% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
19,669
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 121.17%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
19,624
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
19,246
shares
|
$1.52 Million
0.82% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
19,080
shares
|
$1.51 Million
0.22% of portfolio
|
Q1 2025
Added 5.34%
|