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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,070
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,979
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,969
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
13,884
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
13,827
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 54.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,820
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,770
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
13,754
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,726
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2023
Added 2.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,718
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,708
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.49%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
13,608
shares
|
$1.11 Million
0.66% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,346
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,172
shares
|
$1.07 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
13,016
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
12,984
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
12,945
shares
|
$1.06 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
12,919
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,638
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
12,550
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 70.63%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
12,495
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,408
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 48.79%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
12,366
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
12,129
shares
|
$989,362
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
12,079
shares
|
$985,284
0.93% of portfolio
|
Q1 2025
Added 2.75%
|