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 $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$11.7 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
144,779
shares
|
$11.6 Million
2.14% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
144,250
shares
|
$11.6 Million
2.45% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
140,488
shares
|
$11.3 Million
0.16% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
139,479
shares
|
$11.2 Million
0.11% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
137,945
shares
|
$11.1 Million
0.35% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
137,110
shares
|
$11 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
133,380
shares
|
$10.7 Million
0.2% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
132,545
shares
|
$10.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
132,360
shares
|
$10.6 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
127,247
shares
|
$10.2 Million
6.19% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
126,874
shares
|
$10.2 Million
3.39% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
124,863
shares
|
$10 Million
6.19% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$9.93 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
120,432
shares
|
$9.68 Million
10.25% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
119,536
shares
|
$9.61 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
117,404
shares
|
$9.44 Million
4.92% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
115,805
shares
|
$9.31 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
115,740
shares
|
$9.3 Million
3.48% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
115,404
shares
|
$9.28 Million
5.75% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
114,920
shares
|
$9.24 Million
0.43% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
114,445
shares
|
$9.2 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
114,311
shares
|
$9.19 Million
1.49% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
112,263
shares
|
$9.02 Million
0.52% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
111,718
shares
|
$8.98 Million
0.5% of portfolio
|
Q4 2024
Added 6.46%
|