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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,825
shares
|
$847,308
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
9,768
shares
|
$842,392
0.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,697
shares
|
$836,269
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,696
shares
|
$836,183
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,689
shares
|
$835,579
0.01% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,312
shares
|
$803,066
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,299
shares
|
$801,945
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$791,855
0.4% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,086
shares
|
$783,576
0.01% of portfolio
|
Q1 2025
Added 202.87%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,079
shares
|
$782,972
0.39% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,891
shares
|
$766,759
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,720
shares
|
$752,012
0.34% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
8,713
shares
|
$751,409
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,711
shares
|
$751,236
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
8,596
shares
|
$741,319
0.14% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,527
shares
|
$735,368
0.32% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,495
shares
|
$732,608
0.17% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,495
shares
|
$732,608
0.0% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$729,159
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
8,424
shares
|
$726,485
0.05% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,326
shares
|
$718,034
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
8,300
shares
|
$715,792
0.13% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,285
shares
|
$714,498
0.01% of portfolio
|
Q2 2025
Added 180.47%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,247
shares
|
$711,221
0.05% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,200
shares
|
$707,168
0.01% of portfolio
|
Q2 2025
Reduced 6.86%
|