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 |
|---|---|---|---|---|---|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
6,588
shares
|
$521,176
0.28% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
6,447
shares
|
$510,022
0.13% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
6,430
shares
|
$508,677
0.25% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,334
shares
|
$501,082
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
6,300
shares
|
$498,393
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,293
shares
|
$497,839
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,293
shares
|
$497,839
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,233
shares
|
$493,092
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,192
shares
|
$489,849
0.12% of portfolio
|
Q4 2024
Added 63.59%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,166
shares
|
$487,792
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,009
shares
|
$475,371
0.08% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,007
shares
|
$475,213
0.07% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
6,000
shares
|
$474,660
0.08% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,999
shares
|
$474,580
0.03% of portfolio
|
Q3 2022
Added 12.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,994
shares
|
$474,185
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,908
shares
|
$467,381
0.32% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
5,793
shares
|
$458,284
0.42% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,789
shares
|
$457,967
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,763
shares
|
$455,910
0.12% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,730
shares
|
$453,300
0.02% of portfolio
|
Q4 2024
Added 32.39%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
5,725
shares
|
$452,904
0.11% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,652
shares
|
$447,129
0.05% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
5,643
shares
|
$446,417
0.33% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
5,636
shares
|
$445,863
0.0% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
5,590
shares
|
$442,224
0.03% of portfolio
|
Q4 2020
Reduced 8.59%
|