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 |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
16,905
shares
|
$1.46 Million
0.63% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
16,748
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
16,671
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
16,466
shares
|
$1.42 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,300
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
16,280
shares
|
$1.4 Million
0.39% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
16,263
shares
|
$1.4 Million
1.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16,149
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
15,985
shares
|
$1.38 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
15,829
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
15,800
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
15,772
shares
|
$1.36 Million
0.53% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
15,735
shares
|
$1.36 Million
0.62% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,506
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,262
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
15,257
shares
|
$1.32 Million
0.8% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
15,222
shares
|
$1.31 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
15,097
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
14,987
shares
|
$1.29 Million
1.04% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
14,987
shares
|
$1.29 Million
1.04% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
14,832
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
14,607
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
14,577
shares
|
$1.26 Million
0.33% of portfolio
|
Q2 2022
Added 1.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
14,240
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
14,200
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
New holding
|