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 |
|---|---|---|---|---|---|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
224,965
shares
|
$18.4 Million
17.78% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
223,946
shares
|
$18.3 Million
0.84% of portfolio
|
Q1 2025
Added 111.07%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
217,207
shares
|
$17.7 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
217,034
shares
|
$17.7 Million
9.31% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
213,903
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Added 153787.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$17.2 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
209,682
shares
|
$17.1 Million
1.88% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
203,473
shares
|
$16.6 Million
1.42% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$16.4 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
198,303
shares
|
$16.2 Million
0.38% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
194,939
shares
|
$15.9 Million
6.02% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
186,558
shares
|
$15.2 Million
1.78% of portfolio
|
Q1 2025
Added 36.06%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
184,592
shares
|
$15.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
184,500
shares
|
$15 Million
0.23% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
184,016
shares
|
$15 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
181,762
shares
|
$14.8 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
180,622
shares
|
$14.7 Million
1.54% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
180,023
shares
|
$14.7 Million
6.04% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
177,336
shares
|
$14.5 Million
8.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
176,558
shares
|
$14.4 Million
1.34% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
172,612
shares
|
$14.1 Million
10.3% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$13.9 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
170,127
shares
|
$13.9 Million
8.74% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
169,730
shares
|
$13.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
168,156
shares
|
$13.7 Million
6.23% of portfolio
|
Q1 2025
New holding
|