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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
513,354
shares
|
$41.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
465,809
shares
|
$38 Million
0.69% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$37.3 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
455,392
shares
|
$37.1 Million
0.23% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
452,773
shares
|
$36.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
431,133
shares
|
$35.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
421,959
shares
|
$34.4 Million
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
403,755
shares
|
$32.9 Million
0.11% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
403,244
shares
|
$32.9 Million
5.34% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
393,763
shares
|
$32.1 Million
1.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
392,645
shares
|
$32 Million
7.09% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
388,462
shares
|
$31.7 Million
11.21% of portfolio
|
Q1 2025
Added 128.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
383,538
shares
|
$31.3 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
382,947
shares
|
$31.2 Million
0.12% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
378,586
shares
|
$30.9 Million
4.35% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
371,126
shares
|
$30.3 Million
7.48% of portfolio
|
Q2 2024
Added 79.62%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
362,101
shares
|
$29.5 Million
0.5% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
361,769
shares
|
$29.5 Million
0.7% of portfolio
|
Q1 2025
Added 35.21%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
355,802
shares
|
$29 Million
0.05% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
352,771
shares
|
$28.8 Million
16.26% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
349,694
shares
|
$28.5 Million
8.99% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
335,578
shares
|
$27.4 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.47%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
330,368
shares
|
$26.9 Million
13.82% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
325,046
shares
|
$26.5 Million
3.65% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
320,032
shares
|
$26.1 Million
7.42% of portfolio
|
Q1 2025
Added 4.36%
|