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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
4,255
shares
|
$336,613
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,250
shares
|
$336,217
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,224
shares
|
$334,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
4,211
shares
|
$333,132
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
4,159
shares
|
$329,018
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
4,150
shares
|
$328,306
0.08% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,108
shares
|
$324,983
0.07% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
4,078
shares
|
$322,610
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
4,037
shares
|
$319,367
0.17% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,035
shares
|
$319,208
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,000
shares
|
$316,440
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
3,939
shares
|
$311,614
0.24% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
3,867
shares
|
$305,918
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,854
shares
|
$304,889
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
3,828
shares
|
$302,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,796
shares
|
$300,301
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,789
shares
|
$299,747
0.03% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,781
shares
|
$299,114
0.01% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,770
shares
|
$298,244
0.03% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,768
shares
|
$298,086
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
3,757
shares
|
$297,216
0.02% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,753
shares
|
$296,899
0.06% of portfolio
|
Q4 2024
Added 23.78%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,748
shares
|
$296,504
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,733
shares
|
$295,317
0.0% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,726
shares
|
$294,763
0.15% of portfolio
|
Q4 2023
Added 0.05%
|