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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
174,915
shares
|
$15.6 Million
0.55% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$15.2 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
167,785
shares
|
$15 Million
6.46% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
160,755
shares
|
$14.3 Million
10.18% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
159,032
shares
|
$14.2 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
|
$14.1 Million
6.82% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
153,457
shares
|
$13.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
149,605
shares
|
$13.3 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
|
$13 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
|
$12.5 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
139,069
shares
|
$12.4 Million
6.35% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
136,874
shares
|
$12.2 Million
0.44% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
136,049
shares
|
$12.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Melone Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
135,036
shares
|
$12 Million
5.45% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
134,676
shares
|
$12 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
|
$11.7 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
|
$11.6 Million
3.35% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
129,103
shares
|
$11.5 Million
0.95% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
127,753
shares
|
$11.4 Million
1.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
126,545
shares
|
$11.3 Million
7.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
125,691
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$11 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
122,973
shares
|
$11 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
120,061
shares
|
$10.7 Million
1.22% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
118,983
shares
|
$10.6 Million
0.52% of portfolio
|
Q2 2025
Added 8.89%
|