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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,523
shares
|
$205,801
0.01% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,521
shares
|
$205,637
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,513
shares
|
$204,985
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,481
shares
|
$202,375
0.02% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,347
shares
|
$191,444
0.02% of portfolio
|
Q3 2023
Reduced 8.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,340
shares
|
$190,873
0.05% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
2,267
shares
|
$184,919
0.08% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,201
shares
|
$179,535
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,946
shares
|
$158,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,820
shares
|
$148,457
0.0% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,763
shares
|
$143,807
0.01% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,733
shares
|
$141,360
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,714
shares
|
$139,810
0.05% of portfolio
|
Q1 2025
Added 384.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,712
shares
|
$139,647
0.06% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,696
shares
|
$138,342
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,576
shares
|
$128,554
0.03% of portfolio
|
Q2 2024
Added 250.22%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,576
shares
|
$128,554
0.09% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,570
shares
|
$128,064
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
1,563
shares
|
$127,493
0.06% of portfolio
|
Q2 2023
Reduced 2.68%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,489
shares
|
$121,457
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,439
shares
|
$117,379
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,418
shares
|
$115,666
0.02% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,330
shares
|
$108,488
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,324
shares
|
$107,998
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,300
shares
|
$106,040
0.09% of portfolio
|
Q1 2023
Reduced 15.58%
|