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 795 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 $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
555
shares
|
$47,863
0.03% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
525
shares
|
$45,276
0.02% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
500
shares
|
$43,120
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
500
shares
|
$43,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
495
shares
|
$42,688
0.01% of portfolio
|
Q1 2024
Added 5.54%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
480
shares
|
$41,395
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
477
shares
|
$41,136
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
467
shares
|
$40,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
462
shares
|
$39,842
0.02% of portfolio
|
Q2 2025
Reduced 82.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
453
shares
|
$39,066
0.0% of portfolio
|
Q1 2024
Reduced 75.01%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
441
shares
|
$38,031
0.02% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
440
shares
|
$37,945
0.0% of portfolio
|
Q1 2025
Added 340.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
436
shares
|
$37,600
0.0% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
424
shares
|
$36,565
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
413
shares
|
$35,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
409
shares
|
$35,272
0.0% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
400
shares
|
$34,496
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
389
shares
|
$33,547
0.0% of portfolio
|
Q4 2023
Added 100.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
383
shares
|
$33,029
0.0% of portfolio
|
Q1 2020
Added 10.7%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
381
shares
|
$32,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
381
shares
|
$32,857
0.0% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
378
shares
|
$32,598
0.01% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
348
shares
|
$30,011
0.03% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
333
shares
|
$28,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
317
shares
|
$27,338
0.0% of portfolio
|
Q1 2025
New holding
|