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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
578
shares
|
$47,147
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
562
shares
|
$45,842
0.0% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
555
shares
|
$45,271
0.03% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
525
shares
|
$42,824
0.02% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
514
shares
|
$41,926
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
512
shares
|
$41,763
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
500
shares
|
$40,785
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
500
shares
|
$40,785
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
495
shares
|
$40,377
0.01% of portfolio
|
Q1 2024
Added 5.54%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
495
shares
|
$40,377
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
478
shares
|
$38,990
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
474
shares
|
$38,664
0.0% of portfolio
|
Q4 2024
Added 323.21%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
467
shares
|
$38,093
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
453
shares
|
$36,951
0.0% of portfolio
|
Q1 2024
Reduced 75.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
440
shares
|
$35,890
0.0% of portfolio
|
Q1 2025
Added 340.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$34,585
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
413
shares
|
$33,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
409
shares
|
$33,362
0.0% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$32,627
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
389
shares
|
$31,730
0.0% of portfolio
|
Q4 2023
Added 100.52%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
385
shares
|
$31,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
383
shares
|
$31,241
0.0% of portfolio
|
Q1 2020
Added 10.7%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
381
shares
|
$31,078
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
381
shares
|
$31,078
0.02% of portfolio
|
Q1 2025
Added 72.4%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
378
shares
|
$30,833
0.01% of portfolio
|
Q4 2022
Added 0.27%
|