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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
310
shares
|
$26,734
0.01% of portfolio
|
Q4 2024
Added 36.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
306
shares
|
$26,389
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
305
shares
|
$26,303
0.03% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
268
shares
|
$23,112
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
266
shares
|
$22,939
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
262
shares
|
$22,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
261
shares
|
$22,508
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
250
shares
|
$21,560
0.0% of portfolio
|
Q1 2025
Reduced 58.33%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
242
shares
|
$20,870
0.0% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
231
shares
|
$19,921
0.0% of portfolio
|
Q2 2025
Reduced 24.01%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
226
shares
|
$19,490
0.0% of portfolio
|
Q2 2025
Reduced 84.82%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
222
shares
|
$19,145
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
180
shares
|
$15,523
0.0% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
168
shares
|
$14,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
161
shares
|
$13,884
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
158
shares
|
$13,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
150
shares
|
$12,936
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
150
shares
|
$12,936
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
150
shares
|
$12,936
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
143
shares
|
$12,332
0.0% of portfolio
|
Q3 2024
Reduced 69.64%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
142
shares
|
$12,246
0.01% of portfolio
|
Q1 2025
Reduced 64.05%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
138
shares
|
$11,901
0.0% of portfolio
|
Q4 2023
Reduced 51.58%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
130
shares
|
$11,211
0.0% of portfolio
|
Q4 2024
Added 420.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
126
shares
|
$10,866
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
121
shares
|
$10,435
0.0% of portfolio
|
Q2 2025
Reduced 32.02%
|