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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
832,066
shares
|
$74.2 Million
10.72% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
822,644
shares
|
$73.4 Million
6.3% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
820,492
shares
|
$73.2 Million
13.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
810,820
shares
|
$72.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
805,179
shares
|
$71.8 Million
0.45% of portfolio
|
Q2 2025
Added 1394.84%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
801,369
shares
|
$71.5 Million
16.71% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
782,957
shares
|
$69.8 Million
1.99% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
767,357
shares
|
$68.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
758,450
shares
|
$67.6 Million
0.55% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
737,052
shares
|
$65.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$64.4 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
698,845
shares
|
$62.3 Million
5.62% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
682,623
shares
|
$60.9 Million
2.21% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
667,745
shares
|
$59.6 Million
10.62% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
665,145
shares
|
$59.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
642,467
shares
|
$57.3 Million
11.56% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
638,089
shares
|
$56.9 Million
2.19% of portfolio
|
Q2 2025
Added 184.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
615,506
shares
|
$54.9 Million
0.27% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
615,340
shares
|
$54.9 Million
11.14% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
598,854
shares
|
$53.4 Million
0.27% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
594,844
shares
|
$53.1 Million
5.6% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
558,375
shares
|
$49.8 Million
7.19% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
551,306
shares
|
$49.2 Million
19.1% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
537,459
shares
|
$47.9 Million
6.43% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
530,229
shares
|
$47.3 Million
0.08% of portfolio
|
Q2 2025
Added 2.29%
|