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 759 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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
15,348
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
15,257
shares
|
$1.21 Million
0.8% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
15,073
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
15,012
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.16%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
14,965
shares
|
$1.18 Million
0.53% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14,585
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
14,577
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2022
Added 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,401
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 17.59%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,387
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 32.71%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,282
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
14,210
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
14,178
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,112
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,094
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 202.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
14,024
shares
|
$1.11 Million
0.43% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,979
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Added 74.34%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
13,938
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
13,934
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
13,884
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
13,746
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,726
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2023
Added 2.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,628
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
13,406
shares
|
$1.06 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,331
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2024
Added 1.72%
|