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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$592,606
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,257
shares
|
$591,953
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
7,033
shares
|
$573,681
0.23% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,998
shares
|
$570,826
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
6,995
shares
|
$570,582
0.03% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,921
shares
|
$564,545
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,919
shares
|
$564,382
0.19% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,911
shares
|
$563,730
0.11% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,890
shares
|
$562,017
0.03% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,754
shares
|
$550,923
0.1% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,752
shares
|
$550,760
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,742
shares
|
$549,944
0.35% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,588
shares
|
$537,383
0.29% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
6,527
shares
|
$532,407
0.05% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,489
shares
|
$529,307
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
6,455
shares
|
$526,534
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
6,447
shares
|
$525,881
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
6,300
shares
|
$513,890
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,293
shares
|
$513,320
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,287
shares
|
$512,830
0.03% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,233
shares
|
$508,425
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,197
shares
|
$505,489
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
6,033
shares
|
$492,111
0.14% of portfolio
|
Q1 2025
Added 22.77%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
6,032
shares
|
$492,030
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,016
shares
|
$490,725
0.04% of portfolio
|
Q1 2025
Reduced 25.42%
|