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 794 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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
121
shares
|
$10,435
0.0% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
108
shares
|
$9,313
0.0% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
104
shares
|
$8,968
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
90
shares
|
$7,761
0.0% of portfolio
|
Q1 2025
Reduced 80.48%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
87
shares
|
$7,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
81
shares
|
$6,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$6,295
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
49
shares
|
$4,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
41
shares
|
$3,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
39
shares
|
$3,363
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
38
shares
|
$3,277
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
30
shares
|
$2,587
0.0% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
27
shares
|
$2,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
26
shares
|
$2,242
0.0% of portfolio
|
Q1 2025
Reduced 98.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
17
shares
|
$1,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
17
shares
|
$1,466
0.0% of portfolio
|
Q3 2024
Reduced 96.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$517
0.0% of portfolio
|
Q4 2019
Reduced 14.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|