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 797 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
5,565
shares
|
$496,342
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
5,523
shares
|
$492,596
0.06% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,517
shares
|
$492,061
0.0% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
5,510
shares
|
$491,436
0.03% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,426
shares
|
$483,944
0.03% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$483,053
0.04% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$483,053
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
5,378
shares
|
$479,663
0.11% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
5,360
shares
|
$478,058
0.23% of portfolio
|
Q2 2025
Reduced 91.86%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,357
shares
|
$477,790
0.25% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
5,319
shares
|
$474,401
0.04% of portfolio
|
Q3 2025
Added 40.38%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,318
shares
|
$474,312
0.04% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
5,300
shares
|
$472,707
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,289
shares
|
$471,725
0.08% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,229
shares
|
$466,374
0.13% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,199
shares
|
$463,698
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,179
shares
|
$461,915
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
5,161
shares
|
$460,309
0.0% of portfolio
|
Q2 2025
Reduced 29.08%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
5,146
shares
|
$458,971
0.16% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,087
shares
|
$453,709
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
5,078
shares
|
$452,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
5,059
shares
|
$451,212
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
5,047
shares
|
$450,141
0.2% of portfolio
|
Q2 2025
Added 51.06%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
5,041
shares
|
$449,606
0.11% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
5,031
shares
|
$448,714
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|