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 759 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$16.7 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
208,275
shares
|
$16.5 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$15.9 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
195,776
shares
|
$15.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
189,978
shares
|
$15 Million
16.84% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
184,779
shares
|
$14.6 Million
1.46% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
184,016
shares
|
$14.6 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
181,762
shares
|
$14.4 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
176,425
shares
|
$14 Million
7.89% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
173,113
shares
|
$13.7 Million
5.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
172,135
shares
|
$13.6 Million
5.83% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
171,201
shares
|
$13.5 Million
8.8% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$13.5 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
169,970
shares
|
$13.4 Million
5.42% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
169,913
shares
|
$13.4 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
166,080
shares
|
$13.1 Million
1.52% of portfolio
|
Q4 2024
Added 40.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
165,542
shares
|
$13.1 Million
0.33% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
165,191
shares
|
$13.1 Million
1.27% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
159,985
shares
|
$12.7 Million
8.65% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
159,851
shares
|
$12.6 Million
3.81% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
150,865
shares
|
$11.9 Million
4.7% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
147,424
shares
|
$11.7 Million
0.01% of portfolio
|
Q4 2024
Added 56.41%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
146,746
shares
|
$11.6 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
145,545
shares
|
$11.5 Million
7.11% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
145,367
shares
|
$11.5 Million
13.09% of portfolio
|
Q4 2024
Added 15.31%
|