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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,142
shares
|
$419,432
0.1% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
5,141
shares
|
$419,351
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,138
shares
|
$419,106
0.03% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
5,131
shares
|
$418,535
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
5,108
shares
|
$416,659
0.12% of portfolio
|
Q1 2025
Reduced 50.48%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,087
shares
|
$414,946
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,073
shares
|
$413,804
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,048
shares
|
$411,765
0.01% of portfolio
|
Q2 2024
Added 108.85%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
5,033
shares
|
$410,541
0.03% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,025
shares
|
$409,889
0.0% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
5,024
shares
|
$409,807
0.0% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,019
shares
|
$409,399
0.01% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,002
shares
|
$408,013
0.03% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
4,980
shares
|
$406,218
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,929
shares
|
$402,058
0.13% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
4,897
shares
|
$399,448
0.16% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,884
shares
|
$398,387
0.0% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
4,884
shares
|
$398,387
0.01% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,827
shares
|
$393,738
0.51% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
4,806
shares
|
$392,025
0.15% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,797
shares
|
$391,291
0.13% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,777
shares
|
$389,659
0.09% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,767
shares
|
$388,844
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
4,708
shares
|
$384,031
0.15% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,667
shares
|
$380,687
0.01% of portfolio
|
Q1 2025
Reduced 11.39%
|