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 |
---|---|---|---|---|---|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
8,175
shares
|
$705,012
0.08% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,128
shares
|
$700,958
0.02% of portfolio
|
Q2 2025
Added 16.15%
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
8,104
shares
|
$698,888
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
8,085
shares
|
$697,250
0.15% of portfolio
|
Q2 2025
New holding
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
8,025
shares
|
$692,076
0.76% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,995
shares
|
$689,488
0.21% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,959
shares
|
$686,384
0.02% of portfolio
|
Q2 2025
Added 1.61%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,818
shares
|
$674,224
0.01% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,783
shares
|
$671,205
0.03% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,762
shares
|
$669,394
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,749
shares
|
$668,273
0.02% of portfolio
|
Q2 2025
Added 154880.0%
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
7,725
shares
|
$666,204
0.25% of portfolio
|
Q2 2025
Added 1.89%
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,584
shares
|
$654,044
0.24% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,566
shares
|
$652,491
0.2% of portfolio
|
Q2 2025
Added 9.35%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
7,536
shares
|
$649,904
0.05% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
7,461
shares
|
$643,436
0.01% of portfolio
|
Q2 2025
New holding
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,444
shares
|
$641,970
0.04% of portfolio
|
Q2 2025
Added 177.55%
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
7,353
shares
|
$634,122
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
7,340
shares
|
$633,001
0.05% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
7,316
shares
|
$630,931
0.0% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
7,289
shares
|
$628,603
0.02% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$626,533
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,257
shares
|
$625,843
0.02% of portfolio
|
Q1 2025
New holding
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,230
shares
|
$623,515
0.04% of portfolio
|
Q2 2025
Added 15.0%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,215
shares
|
$622,221
0.02% of portfolio
|
Q2 2025
Added 23.27%
|