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 797 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,980
shares
|
$890,116
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,825
shares
|
$876,291
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
9,825
shares
|
$876,291
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
9,768
shares
|
$871,207
0.34% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
9,751
shares
|
$869,691
0.59% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,697
shares
|
$864,875
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
9,696
shares
|
$864,786
0.07% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,689
shares
|
$864,161
0.01% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,312
shares
|
$830,537
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
9,299
shares
|
$829,377
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,299
shares
|
$829,377
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$818,942
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
|
$810,380
0.01% of portfolio
|
Q1 2025
Added 202.87%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,079
shares
|
$809,756
0.39% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
8,891
shares
|
$792,988
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,740
shares
|
$779,520
0.02% of portfolio
|
Q3 2025
Added 85.84%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
8,713
shares
|
$777,112
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,711
shares
|
$776,934
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
8,664
shares
|
$772,742
0.32% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,527
shares
|
$760,523
0.32% of portfolio
|
Q2 2025
Reduced 10.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,502
shares
|
$758,293
0.01% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,495
shares
|
$757,669
0.17% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,495
shares
|
$757,669
0.0% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$754,101
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
8,326
shares
|
$742,595
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|