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 795 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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
254,092
shares
|
$21.9 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
251,701
shares
|
$21.7 Million
0.02% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
229,642
shares
|
$19.8 Million
7.27% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
227,856
shares
|
$19.7 Million
9.62% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
224,536
shares
|
$19.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
221,940
shares
|
$19.1 Million
0.13% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
212,570
shares
|
$18.3 Million
1.53% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$18.2 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
208,315
shares
|
$18 Million
0.43% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
203,575
shares
|
$17.6 Million
0.33% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$17.4 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
198,659
shares
|
$17.1 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
194,780
shares
|
$16.8 Million
1.6% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
194,594
shares
|
$16.8 Million
0.2% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
192,923
shares
|
$16.6 Million
1.56% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
191,395
shares
|
$16.5 Million
5.82% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
191,060
shares
|
$16.5 Million
0.23% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
184,016
shares
|
$15.9 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
182,625
shares
|
$15.7 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
|
$15.7 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
180,137
shares
|
$15.5 Million
1.41% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
175,923
shares
|
$15.2 Million
3.8% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
174,262
shares
|
$15 Million
0.58% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
172,359
shares
|
$14.9 Million
14.44% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$14.7 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|