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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,620
shares
|
$376,853
0.1% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
4,617
shares
|
$376,608
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
4,600
shares
|
$375,221
0.22% of portfolio
|
Q1 2021
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
4,580
shares
|
$373,590
0.12% of portfolio
|
Q1 2025
Reduced 33.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,558
shares
|
$371,796
0.02% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
4,543
shares
|
$370,572
0.17% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
4,536
shares
|
$370,001
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
4,500
shares
|
$367,064
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
4,457
shares
|
$363,557
0.31% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
4,451
shares
|
$363,068
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,364
shares
|
$355,971
0.05% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,320
shares
|
$352,382
0.05% of portfolio
|
Q3 2023
Reduced 10.56%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
4,255
shares
|
$347,080
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
4,222
shares
|
$344,388
0.15% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
4,211
shares
|
$343,491
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
4,162
shares
|
$339,494
0.16% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
4,157
shares
|
$339,086
0.0% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
4,150
shares
|
$338,515
0.07% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4,078
shares
|
$332,642
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,060
shares
|
$331,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,035
shares
|
$329,134
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,028
shares
|
$328,563
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$326,280
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
3,993
shares
|
$325,709
0.02% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
3,933
shares
|
$320,814
0.04% of portfolio
|
Q1 2025
Added 6.27%
|