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 764 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
320,031
shares
|
$24.1 Million
0.46% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
310,800
shares
|
$23.4 Million
14.24% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$23.4 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
299,775
shares
|
$22.6 Million
3.27% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,433
shares
|
$22.6 Million
0.32% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
296,053
shares
|
$22.3 Million
2.61% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
295,754
shares
|
$22.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 57.38%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
295,572
shares
|
$22.3 Million
9.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$22.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
290,069
shares
|
$21.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
289,402
shares
|
$21.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
288,904
shares
|
$21.8 Million
11.42% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
286,197
shares
|
$21.6 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
282,916
shares
|
$21.3 Million
4.28% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
274,498
shares
|
$20.7 Million
12.16% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
271,502
shares
|
$20.5 Million
2.44% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
267,566
shares
|
$20.2 Million
0.58% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
262,860
shares
|
$19.8 Million
0.07% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
252,833
shares
|
$19.1 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
249,300
shares
|
$18.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
243,275
shares
|
$18.3 Million
14.79% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
238,645
shares
|
$18 Million
2.7% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
224,965
shares
|
$17 Million
17.78% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
218,647
shares
|
$16.5 Million
0.15% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
216,800
shares
|
$16.3 Million
1.19% of portfolio
|
Q4 2024
New holding
|