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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,473
shares
|
$691,142
0.06% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$689,674
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,350
shares
|
$681,109
0.34% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
8,326
shares
|
$679,151
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
8,175
shares
|
$666,834
0.08% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,139
shares
|
$663,898
0.25% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
8,088
shares
|
$659,738
0.32% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
8,025
shares
|
$654,599
0.73% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,000
shares
|
$652,560
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,995
shares
|
$652,152
0.21% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
7,981
shares
|
$651,010
0.31% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,904
shares
|
$644,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,833
shares
|
$638,937
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,762
shares
|
$633,146
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
7,755
shares
|
$632,575
0.05% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,695
shares
|
$627,681
0.17% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
7,632
shares
|
$622,542
0.02% of portfolio
|
Q1 2025
Reduced 29.29%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
7,582
shares
|
$618,463
0.26% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,556
shares
|
$616,342
0.04% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7,535
shares
|
$614,629
0.03% of portfolio
|
Q1 2025
Reduced 38.72%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,501
shares
|
$611,856
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,481
shares
|
$610,225
0.01% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
7,353
shares
|
$599,784
0.04% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
7,340
shares
|
$598,723
0.05% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,277
shares
|
$593,584
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|