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 757 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,888
shares
|
$386,689
0.15% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,872
shares
|
$385,423
0.06% of portfolio
|
Q4 2024
Reduced 32.91%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
4,860
shares
|
$384,474
0.11% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
4,826
shares
|
$381,784
0.14% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
4,799
shares
|
$379,648
0.27% of portfolio
|
Q4 2024
Added 42.19%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,797
shares
|
$379,490
0.13% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,794
shares
|
$379,253
0.17% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
4,777
shares
|
$377,908
0.09% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
4,775
shares
|
$377,750
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,767
shares
|
$377,117
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,725
shares
|
$373,794
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
4,725
shares
|
$373,794
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
4,718
shares
|
$373,240
0.01% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,635
shares
|
$366,674
0.0% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
4,632
shares
|
$366,437
0.05% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
4,600
shares
|
$363,906
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
4,560
shares
|
$360,741
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,558
shares
|
$360,583
0.02% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,520
shares
|
$357,577
0.02% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,502
shares
|
$356,153
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,481
shares
|
$354,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
4,451
shares
|
$352,118
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
4,449
shares
|
$351,960
0.16% of portfolio
|
Q4 2024
Added 30.62%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
4,429
shares
|
$350,378
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,320
shares
|
$341,755
0.05% of portfolio
|
Q3 2023
Reduced 10.56%
|