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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
231
shares
|
$18,274
0.0% of portfolio
|
Q3 2023
Reduced 30.21%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
229
shares
|
$18,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
221
shares
|
$17,483
0.01% of portfolio
|
Q4 2024
Added 38.99%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
204
shares
|
$16,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
180
shares
|
$14,239
0.0% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
165
shares
|
$13,053
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
161
shares
|
$12,736
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
158
shares
|
$12,499
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
155
shares
|
$12,262
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
150
shares
|
$11,866
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
143
shares
|
$11,312
0.0% of portfolio
|
Q3 2024
Reduced 69.64%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
138
shares
|
$10,917
0.0% of portfolio
|
Q4 2023
Reduced 51.58%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
130
shares
|
$10,284
0.0% of portfolio
|
Q4 2024
Added 420.0%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
116
shares
|
$9,176
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
110
shares
|
$8,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
104
shares
|
$8,227
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
100
shares
|
$7,911
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
99
shares
|
$7,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
95
shares
|
$7,515
0.0% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
87
shares
|
$6,882
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
73
shares
|
$5,775
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
51
shares
|
$4,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
51
shares
|
$4,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
49
shares
|
$3,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
38
shares
|
$3,006
0.0% of portfolio
|
Q1 2023
New holding
|