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 719 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$24.6 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
293,202
shares
|
$24.4 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
290,961
shares
|
$24.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
290,069
shares
|
$24.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
288,221
shares
|
$24 Million
12.07% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
286,197
shares
|
$23.9 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
276,841
shares
|
$23.1 Million
12.38% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
267,566
shares
|
$22.3 Million
0.58% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
258,928
shares
|
$21.6 Million
4.23% of portfolio
|
Q3 2024
Added 120.39%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
257,129
shares
|
$21.4 Million
2.45% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
249,300
shares
|
$20.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
243,275
shares
|
$20.3 Million
14.79% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
235,581
shares
|
$19.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
228,919
shares
|
$19.1 Million
2.69% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
220,374
shares
|
$18.4 Million
2.45% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
218,647
shares
|
$18.2 Million
0.15% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
217,889
shares
|
$18.2 Million
1.87% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
216,800
shares
|
$18.1 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
214,530
shares
|
$17.9 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
211,115
shares
|
$17.6 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$17.6 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
205,871
shares
|
$17.2 Million
7.17% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$16.8 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
195,776
shares
|
$16.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
189,978
shares
|
$15.8 Million
16.84% of portfolio
|
Q4 2024
New holding
|