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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
319,392
shares
|
$26.1 Million
0.35% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$25.3 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
299,775
shares
|
$24.5 Million
3.27% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
299,219
shares
|
$24.4 Million
12.54% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
298,051
shares
|
$24.3 Million
0.08% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
296,053
shares
|
$24.1 Million
2.61% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
295,754
shares
|
$24.1 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
|
$24.1 Million
9.11% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$24 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
293,033
shares
|
$23.9 Million
4.48% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
288,904
shares
|
$23.6 Million
11.42% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
286,358
shares
|
$23.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
284,834
shares
|
$23.2 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
278,086
shares
|
$22.7 Million
2.38% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
274,498
shares
|
$22.4 Million
12.16% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
271,502
shares
|
$22.1 Million
2.44% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
271,274
shares
|
$22.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
265,427
shares
|
$21.7 Million
3.46% of portfolio
|
Q1 2025
Added 98.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
259,109
shares
|
$21.1 Million
0.68% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
257,975
shares
|
$21 Million
2.88% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
244,916
shares
|
$20 Million
0.02% of portfolio
|
Q1 2025
Added 121.25%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
241,834
shares
|
$19.7 Million
14.63% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
240,150
shares
|
$19.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
229,689
shares
|
$18.7 Million
0.28% of portfolio
|
Q1 2025
Added 2345.06%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
225,705
shares
|
$18.4 Million
7.08% of portfolio
|
Q1 2025
Added 5.04%
|