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 |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
21,117
shares
|
$1.82 Million
1.09% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
20,983
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2025
Added 117.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
20,605
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
20,393
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
20,251
shares
|
$1.75 Million
0.27% of portfolio
|
Q2 2025
Added 121.3%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
19,708
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
19,580
shares
|
$1.69 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
19,178
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
18,877
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,463
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
18,415
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2023
Reduced 13.75%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
18,372
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2025
Added 376.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,299
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18,263
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2025
Added 32512.5%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
18,129
shares
|
$1.56 Million
0.7% of portfolio
|
Q3 2023
Added 7.71%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
18,081
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
17,985
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
17,957
shares
|
$1.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
17,953
shares
|
$1.55 Million
0.98% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
17,941
shares
|
$1.55 Million
0.66% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
17,934
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
17,911
shares
|
$1.54 Million
0.62% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
17,656
shares
|
$1.52 Million
0.37% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
17,483
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,461
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.38%
|