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 795 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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,332
shares
|
$287,351
0.09% of portfolio
|
Q4 2023
Reduced 7.88%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
3,329
shares
|
$287,092
0.05% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,322
shares
|
$286,489
0.17% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,246
shares
|
$279,935
0.0% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,181
shares
|
$274,329
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,172
shares
|
$273,553
0.02% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,169
shares
|
$273,294
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,125
shares
|
$269,500
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,120
shares
|
$269,068
0.08% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,062
shares
|
$264,066
0.0% of portfolio
|
Q2 2023
Reduced 5.99%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
3,035
shares
|
$261,738
0.05% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$258,719
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,994
shares
|
$258,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,983
shares
|
$257,253
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,980
shares
|
$256,995
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,980
shares
|
$256,995
0.01% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,954
shares
|
$254,752
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
2,952
shares
|
$254,580
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
2,928
shares
|
$252,510
0.18% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,926
shares
|
$252,338
0.1% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
2,896
shares
|
$249,751
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
2,881
shares
|
$248,457
0.06% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
2,850
shares
|
$245,783
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
2,828
shares
|
$243,886
0.13% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,812
shares
|
$242,506
0.11% of portfolio
|
Q2 2025
Added 1.3%
|