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 759 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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
508,947
shares
|
$40.9 Million
0.09% of portfolio
|
Q4 2024
Added 207.08%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
508,391
shares
|
$40.9 Million
7.03% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
503,275
shares
|
$40.4 Million
0.49% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
500,896
shares
|
$40.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$36.8 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
442,947
shares
|
$35.6 Million
5.95% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
418,811
shares
|
$33.7 Million
0.22% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
403,901
shares
|
$32.5 Million
5.68% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
401,709
shares
|
$32.3 Million
7.52% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
400,493
shares
|
$32.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
397,652
shares
|
$32 Million
9.47% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
396,648
shares
|
$31.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
396,121
shares
|
$31.8 Million
0.03% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
390,200
shares
|
$31.4 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
384,227
shares
|
$30.9 Million
4.41% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
371,126
shares
|
$29.8 Million
7.48% of portfolio
|
Q2 2024
Added 79.62%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
364,688
shares
|
$29.3 Million
3.95% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
351,255
shares
|
$28.2 Million
16.3% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
350,793
shares
|
$28.2 Million
0.05% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
348,774
shares
|
$28 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
340,330
shares
|
$27.4 Million
0.11% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
335,578
shares
|
$27 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.47%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
330,966
shares
|
$26.6 Million
13.85% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
320,031
shares
|
$25.7 Million
0.46% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
310,800
shares
|
$25 Million
14.24% of portfolio
|
Q4 2024
New holding
|