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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,208
shares
|
$535,377
0.01% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,183
shares
|
$533,221
0.02% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
6,032
shares
|
$520,199
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,016
shares
|
$518,819
0.04% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,007
shares
|
$518,043
0.07% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
6,000
shares
|
$517,439
0.11% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,999
shares
|
$517,353
0.03% of portfolio
|
Q3 2022
Added 12.55%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
5,971
shares
|
$514,939
0.31% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,897
shares
|
$508,557
0.1% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,889
shares
|
$507,867
0.23% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,869
shares
|
$506,142
0.02% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
5,863
shares
|
$505,625
0.42% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,828
shares
|
$502,606
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
5,822
shares
|
$502,089
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,803
shares
|
$500,450
0.15% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,789
shares
|
$499,243
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
5,749
shares
|
$495,793
0.01% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,694
shares
|
$491,050
0.0% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
5,680
shares
|
$489,843
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
5,644
shares
|
$486,738
0.33% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
5,622
shares
|
$484,841
0.06% of portfolio
|
Q2 2025
Reduced 38.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,609
shares
|
$483,720
0.01% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,565
shares
|
$479,925
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,517
shares
|
$475,786
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,426
shares
|
$467,938
0.03% of portfolio
|
Q3 2023
Added 0.46%
|