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 782 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
16,848
shares
|
$1.37 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
16,768
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
16,530
shares
|
$1.35 Million
1.12% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
16,489
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
16,470
shares
|
$1.34 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
16,300
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
16,221
shares
|
$1.32 Million
1.05% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
16,201
shares
|
$1.32 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
16,137
shares
|
$1.32 Million
0.93% of portfolio
|
Q1 2025
Reduced 67.56%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
15,985
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,823
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
15,719
shares
|
$1.28 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
15,664
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,506
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
15,272
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
15,257
shares
|
$1.24 Million
0.8% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
15,216
shares
|
$1.24 Million
0.53% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,995
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
14,984
shares
|
$1.22 Million
0.4% of portfolio
|
Q1 2025
Added 72.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,894
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 72.43%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
14,832
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,598
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
14,577
shares
|
$1.19 Million
0.33% of portfolio
|
Q2 2022
Added 1.41%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
14,169
shares
|
$1.16 Million
0.43% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
14,096
shares
|
$1.15 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.58%
|