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 |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
4,400
shares
|
$392,436
0.03% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,387
shares
|
$391,276
0.17% of portfolio
|
Q2 2025
Reduced 45.03%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
4,370
shares
|
$389,760
0.08% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,320
shares
|
$385,300
0.05% of portfolio
|
Q3 2023
Reduced 10.56%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,268
shares
|
$380,662
0.1% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,228
shares
|
$377,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
4,222
shares
|
$376,560
0.14% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
4,212
shares
|
$375,668
0.16% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
4,210
shares
|
$375,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
4,205
shares
|
$375,043
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
4,179
shares
|
$372,725
0.12% of portfolio
|
Q3 2025
Added 54.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
4,175
shares
|
$372,368
0.03% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,173
shares
|
$372,189
0.01% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
4,157
shares
|
$370,762
0.0% of portfolio
|
Q1 2025
Reduced 26.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,128
shares
|
$368,176
0.0% of portfolio
|
Q2 2025
Reduced 88.14%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
4,103
shares
|
$365,946
0.03% of portfolio
|
Q3 2025
Added 28.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
4,078
shares
|
$363,716
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,070
shares
|
$363,003
0.18% of portfolio
|
Q2 2025
Reduced 42.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
4,069
shares
|
$362,914
0.1% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,000
shares
|
$356,760
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
3,962
shares
|
$353,370
0.15% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,960
shares
|
$353,192
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
3,926
shares
|
$350,159
0.22% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
3,883
shares
|
$346,324
0.1% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,826
shares
|
$341,240
0.04% of portfolio
|
Q2 2025
Reduced 0.13%
|