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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
168,852
shares
|
$14.6 Million
2.33% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
168,850
shares
|
$14.6 Million
6.21% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
166,355
shares
|
$14.3 Million
1.18% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
163,760
shares
|
$14.1 Million
0.54% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
159,485
shares
|
$13.8 Million
11.33% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
159,032
shares
|
$13.7 Million
2.47% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
158,640
shares
|
$13.7 Million
6.82% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
149,605
shares
|
$12.9 Million
3.53% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$12.5 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
140,023
shares
|
$12.1 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
139,069
shares
|
$12 Million
6.35% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
136,874
shares
|
$11.8 Million
0.44% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
136,049
shares
|
$11.7 Million
1.11% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
134,676
shares
|
$11.6 Million
3.19% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
131,154
shares
|
$11.3 Million
5.75% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
129,999
shares
|
$11.2 Million
3.35% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
129,103
shares
|
$11.1 Million
0.95% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
127,753
shares
|
$11 Million
1.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
125,691
shares
|
$10.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
124,470
shares
|
$10.7 Million
9.34% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$10.7 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
122,973
shares
|
$10.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
121,496
shares
|
$10.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
121,218
shares
|
$10.5 Million
5.18% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
120,061
shares
|
$10.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 4.89%
|