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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
161
shares
|
$13,132
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
155
shares
|
$12,643
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
150
shares
|
$12,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
150
shares
|
$12,235
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
150
shares
|
$12,235
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
143
shares
|
$11,664
0.0% of portfolio
|
Q3 2024
Reduced 69.64%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
142
shares
|
$11,582
0.01% of portfolio
|
Q1 2025
Reduced 64.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
138
shares
|
$11,256
0.0% of portfolio
|
Q4 2023
Reduced 51.58%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
130
shares
|
$10,604
0.0% of portfolio
|
Q4 2024
Added 420.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
125
shares
|
$10,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
104
shares
|
$8,483
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
99
shares
|
$8,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
95
shares
|
$7,749
0.0% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
90
shares
|
$7,341
0.0% of portfolio
|
Q1 2025
Reduced 80.48%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
87
shares
|
$7,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
81
shares
|
$6,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
73
shares
|
$5,954
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
72
shares
|
$5,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
49
shares
|
$3,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
41
shares
|
$3,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
38
shares
|
$3,099
0.0% of portfolio
|
Q3 2024
Reduced 94.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
38
shares
|
$3,099
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
27
shares
|
$2,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
26
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
Reduced 98.74%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
17
shares
|
$1,386
0.0% of portfolio
|
Q3 2024
Reduced 96.01%
|