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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
18,976
shares
|
$1.5 Million
0.22% of portfolio
|
Q1 2025
Added 33.54%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
18,597
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
18,569
shares
|
$1.47 Million
0.57% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
18,453
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
18,415
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2023
Reduced 13.75%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
18,248
shares
|
$1.44 Million
0.65% of portfolio
|
Q4 2024
Added 34.01%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
18,129
shares
|
$1.43 Million
0.81% of portfolio
|
Q3 2023
Added 7.71%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
18,019
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
17,933
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
17,627
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
17,537
shares
|
$1.39 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,341
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Added 247.03%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
17,182
shares
|
$1.36 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
|
$1.35 Million
0.67% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
17,107
shares
|
$1.35 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
16,930
shares
|
$1.34 Million
1.68% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
16,530
shares
|
$1.31 Million
1.12% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,227
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
16,213
shares
|
$1.28 Million
0.42% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
16,086
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,010
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
15,985
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
15,953
shares
|
$1.26 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
|
$1.26 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,926
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 49.32%
|