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 758 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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
9,349
shares
|
$739,599
0.02% of portfolio
|
Q4 2024
Added 44.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,294
shares
|
$735,248
0.41% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,190
shares
|
$727,020
0.06% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$726,388
0.4% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
9,133
shares
|
$722,511
0.1% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,109
shares
|
$720,612
0.01% of portfolio
|
Q4 2024
Reduced 80.36%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,928
shares
|
$706,294
0.01% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
8,741
shares
|
$691,500
0.02% of portfolio
|
Q4 2024
Added 260.01%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,713
shares
|
$689,285
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,711
shares
|
$689,127
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,709
shares
|
$688,968
0.35% of portfolio
|
Q4 2024
Added 45.3%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,667
shares
|
$685,646
0.25% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,653
shares
|
$684,538
0.08% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$668,875
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,326
shares
|
$658,669
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,312
shares
|
$657,562
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
8,277
shares
|
$654,793
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,215
shares
|
$649,888
0.33% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,190
shares
|
$647,910
0.26% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,089
shares
|
$639,920
0.23% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
8,066
shares
|
$638,101
0.05% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
8,025
shares
|
$634,857
0.69% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,000
shares
|
$632,880
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,925
shares
|
$626,946
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,862
shares
|
$621,962
0.04% of portfolio
|
Q1 2024
Reduced 4.84%
|