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 797 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
248,994
shares
|
$22.2 Million
2.6% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
231,224
shares
|
$20.6 Million
9.5% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
229,642
shares
|
$20.5 Million
7.27% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
229,372
shares
|
$20.5 Million
8.47% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
228,471
shares
|
$20.4 Million
0.13% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
224,536
shares
|
$20 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
213,994
shares
|
$19.1 Million
1.67% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$18.8 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
208,315
shares
|
$18.6 Million
0.43% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
203,575
shares
|
$18.2 Million
0.33% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$18 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
198,659
shares
|
$17.7 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
198,429
shares
|
$17.7 Million
1.37% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
194,594
shares
|
$17.4 Million
0.04% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
193,724
shares
|
$17.3 Million
16.09% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
193,496
shares
|
$17.3 Million
6.14% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
191,060
shares
|
$17 Million
0.23% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
186,478
shares
|
$16.6 Million
1.28% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
185,376
shares
|
$16.5 Million
1.44% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
184,106
shares
|
$16.4 Million
0.59% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
184,016
shares
|
$16.4 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
182,872
shares
|
$16.3 Million
2.42% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
182,625
shares
|
$16.3 Million
8.55% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
181,762
shares
|
$16.2 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
175,923
shares
|
$15.7 Million
3.8% of portfolio
|
Q2 2025
Added 30.27%
|