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 759 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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,131
shares
|
$247,693
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,120
shares
|
$246,823
0.08% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,103
shares
|
$245,478
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,066
shares
|
$242,551
0.0% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,062
shares
|
$242,234
0.0% of portfolio
|
Q2 2023
Reduced 5.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,053
shares
|
$241,522
0.01% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$237,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$237,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$236,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,991
shares
|
$236,618
0.02% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,980
shares
|
$235,747
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,952
shares
|
$233,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,936
shares
|
$232,266
0.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
2,930
shares
|
$231,792
0.07% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
2,929
shares
|
$231,713
0.02% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
2,926
shares
|
$231,475
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,870
shares
|
$227,045
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,850
shares
|
$225,463
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
2,828
shares
|
$223,723
0.14% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,827
shares
|
$223,643
0.06% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,826
shares
|
$223,564
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
2,798
shares
|
$221,349
0.04% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
2,760
shares
|
$218,343
0.09% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,757
shares
|
$218,106
0.0% of portfolio
|
Q4 2024
Added 4572.88%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,745
shares
|
$217,156
0.1% of portfolio
|
Q4 2024
Reduced 26.7%
|