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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
854,469
shares
|
$69.7 Million
2.46% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Taiyo Life Insurance CO
|
May 07, 2025 Q1 2025 |
850,000
shares
|
$69.3 Million
6.08% of portfolio
|
Q1 2018
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
837,112
shares
|
$68.3 Million
0.17% of portfolio
|
Q1 2025
Added 1337.03%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
832,847
shares
|
$67.9 Million
6.81% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
816,849
shares
|
$66.6 Million
0.17% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
809,614
shares
|
$66 Million
10.85% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
803,661
shares
|
$65.6 Million
12.88% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
782,957
shares
|
$63.9 Million
1.99% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
782,642
shares
|
$63.8 Million
16.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
769,117
shares
|
$62.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
725,811
shares
|
$59.2 Million
0.58% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$58.9 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
687,006
shares
|
$56 Million
5.61% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
680,618
shares
|
$55.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 52.07%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
666,612
shares
|
$54.4 Million
8.94% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
665,145
shares
|
$54.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
639,697
shares
|
$52.2 Million
5.82% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
631,445
shares
|
$51.5 Million
11.28% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
600,202
shares
|
$49 Million
11.63% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
586,302
shares
|
$47.8 Million
0.29% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
569,943
shares
|
$46.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
553,851
shares
|
$45.2 Million
18.85% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
521,259
shares
|
$42.5 Million
6.89% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
518,603
shares
|
$42.3 Million
0.52% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
517,287
shares
|
$42.2 Million
6.68% of portfolio
|
Q4 2024
Added 1.75%
|