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 746 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
18,129
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2023
Added 7.71%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
18,112
shares
|
$1.52 Million
0.21% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
18,019
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,627
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,341
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 247.03%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
17,182
shares
|
$1.44 Million
1.0% of portfolio
|
Q4 2024
Added 33.34%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
17,121
shares
|
$1.43 Million
0.67% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
16,930
shares
|
$1.42 Million
1.68% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
16,429
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
16,417
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Added 40.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,227
shares
|
$1.36 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
16,213
shares
|
$1.36 Million
0.42% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
16,184
shares
|
$1.36 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
16,086
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,010
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
15,985
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
15,953
shares
|
$1.34 Million
0.55% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
15,946
shares
|
$1.34 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,926
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Added 49.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,922
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 87.43%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
15,851
shares
|
$1.33 Million
0.57% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
15,843
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
15,838
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 297.44%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
15,348
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
15,257
shares
|
$1.28 Million
0.8% of portfolio
|
Q1 2024
Reduced 14.98%
|