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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,007
shares
|
$489,990
0.07% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
6,000
shares
|
$489,419
0.12% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,999
shares
|
$489,338
0.03% of portfolio
|
Q3 2022
Added 12.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,994
shares
|
$488,930
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
5,908
shares
|
$481,915
0.33% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,888
shares
|
$480,284
0.01% of portfolio
|
Q1 2025
Reduced 38.27%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
5,884
shares
|
$479,957
0.44% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,853
shares
|
$477,429
0.01% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
5,827
shares
|
$475,308
0.11% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,789
shares
|
$472,208
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,763
shares
|
$470,087
0.12% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
5,643
shares
|
$460,299
0.33% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,609
shares
|
$457,526
0.01% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,571
shares
|
$454,426
0.01% of portfolio
|
Q1 2025
Reduced 25.53%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
5,565
shares
|
$453,937
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,533
shares
|
$451,326
0.2% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,430
shares
|
$442,925
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,426
shares
|
$442,598
0.03% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
5,416
shares
|
$441,783
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
5,400
shares
|
$440,477
0.04% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
5,378
shares
|
$438,683
0.11% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,318
shares
|
$433,789
0.04% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
5,300
shares
|
$432,320
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,220
shares
|
$425,795
0.0% of portfolio
|
Q1 2025
Reduced 56.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,192
shares
|
$423,511
0.03% of portfolio
|
Q1 2025
Reduced 1.7%
|