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 797 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,221
shares
|
$108,900
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,220
shares
|
$108,811
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,212
shares
|
$108,098
0.0% of portfolio
|
Q1 2023
Reduced 25.92%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
1,194
shares
|
$106,492
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,175
shares
|
$104,798
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$94,452
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,030
shares
|
$91,865
0.05% of portfolio
|
Q2 2025
Reduced 22.56%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$89,190
0.0% of portfolio
|
Q3 2025
Reduced 45.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
960
shares
|
$85,622
0.0% of portfolio
|
Q2 2025
Added 214.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
935
shares
|
$83,392
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
929
shares
|
$82,857
0.01% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
878
shares
|
$78,308
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
869
shares
|
$77,506
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
865
shares
|
$77,149
0.0% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
837
shares
|
$74,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
813
shares
|
$72,511
0.01% of portfolio
|
Q2 2022
Reduced 30.09%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
794
shares
|
$70,816
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
755
shares
|
$67,338
0.02% of portfolio
|
Q1 2024
Reduced 20.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
747
shares
|
$66,624
0.0% of portfolio
|
Q1 2025
Added 48.21%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
740
shares
|
$66,000
0.04% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
637
shares
|
$56,814
0.0% of portfolio
|
Q1 2024
Added 63.75%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$53,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
600
shares
|
$53,514
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
595
shares
|
$53,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
578
shares
|
$51,551
0.01% of portfolio
|
Q1 2025
New holding
|