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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,173
shares
|
$618,599
0.03% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,118
shares
|
$613,856
0.02% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
7,050
shares
|
$607,992
0.1% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
6,970
shares
|
$601,092
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,921
shares
|
$596,867
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
6,904
shares
|
$595,400
0.03% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,902
shares
|
$595,228
0.0% of portfolio
|
Q2 2025
Reduced 98.99%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,887
shares
|
$593,934
0.09% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
6,879
shares
|
$593,244
0.05% of portfolio
|
Q2 2025
Added 296.94%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,868
shares
|
$592,296
0.08% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
6,815
shares
|
$587,725
0.46% of portfolio
|
Q2 2025
Reduced 58.62%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,754
shares
|
$582,464
0.1% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,742
shares
|
$581,430
0.35% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
6,734
shares
|
$580,740
0.16% of portfolio
|
Q2 2025
Added 134.23%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
6,683
shares
|
$576,341
0.34% of portfolio
|
Q2 2025
Reduced 65.32%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,660
shares
|
$574,358
0.0% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,635
shares
|
$572,202
0.03% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,588
shares
|
$568,149
0.29% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
6,566
shares
|
$566,251
0.12% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,489
shares
|
$559,611
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
6,481
shares
|
$558,921
0.25% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
6,391
shares
|
$551,159
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,300
shares
|
$543,312
0.1% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
6,271
shares
|
$540,811
0.0% of portfolio
|
Q2 2025
Added 55.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,269
shares
|
$540,638
0.0% of portfolio
|
Q2 2025
Added 602.02%
|