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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
3,884
shares
|
$316,817
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,854
shares
|
$314,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,853
shares
|
$314,289
0.23% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,831
shares
|
$312,494
0.04% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,828
shares
|
$312,249
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,796
shares
|
$309,639
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
3,789
shares
|
$309,068
0.03% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,781
shares
|
$308,416
0.01% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,770
shares
|
$307,518
0.03% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,761
shares
|
$306,784
0.07% of portfolio
|
Q1 2025
Reduced 94.84%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,757
shares
|
$306,458
0.03% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,753
shares
|
$306,132
0.04% of portfolio
|
Q4 2024
Added 23.78%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,726
shares
|
$303,929
0.15% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,725
shares
|
$303,848
0.03% of portfolio
|
Q4 2023
Reduced 47.24%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
3,700
shares
|
$301,809
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
3,698
shares
|
$301,645
0.1% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,655
shares
|
$298,138
0.06% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
3,637
shares
|
$296,670
0.01% of portfolio
|
Q1 2025
Added 38.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
3,588
shares
|
$292,673
0.02% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,575
shares
|
$291,612
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
3,562
shares
|
$290,552
0.04% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
3,551
shares
|
$289,655
0.33% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,544
shares
|
$289,084
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,515
shares
|
$286,718
0.26% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,503
shares
|
$285,739
0.07% of portfolio
|
Q4 2024
Reduced 10.98%
|