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 758 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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
449
shares
|
$35,520
0.02% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
423
shares
|
$33,463
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
413
shares
|
$32,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$31,644
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
395
shares
|
$31,248
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
389
shares
|
$30,773
0.0% of portfolio
|
Q4 2023
Added 100.52%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
385
shares
|
$30,457
0.02% of portfolio
|
Q1 2022
Reduced 33.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
383
shares
|
$30,299
0.0% of portfolio
|
Q1 2020
Added 10.7%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
381
shares
|
$30,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
378
shares
|
$29,903
0.01% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
370
shares
|
$29,270
0.01% of portfolio
|
Q4 2022
Reduced 57.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
355
shares
|
$28,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
354
shares
|
$28,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
348
shares
|
$27,530
0.03% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
327
shares
|
$25,868
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
316
shares
|
$24,998
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
310
shares
|
$24,524
0.01% of portfolio
|
Q4 2024
Added 36.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
305
shares
|
$24,128
0.0% of portfolio
|
Q4 2023
Added 83.73%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
268
shares
|
$21,201
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
266
shares
|
$21,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
262
shares
|
$20,726
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
261
shares
|
$20,647
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
250
shares
|
$19,777
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
241
shares
|
$19,065
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
231
shares
|
$18,274
0.0% of portfolio
|
Q3 2023
Reduced 30.21%
|