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 |
|---|---|---|---|---|---|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
118,354
shares
|
$9.65 Million
4.92% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
118,128
shares
|
$9.64 Million
7.99% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
117,339
shares
|
$9.57 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
116,474
shares
|
$9.5 Million
0.52% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
115,451
shares
|
$9.42 Million
0.63% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
115,402
shares
|
$9.41 Million
0.42% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
114,325
shares
|
$9.33 Million
1.47% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
113,377
shares
|
$9.25 Million
0.87% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
111,791
shares
|
$9.12 Million
0.25% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
111,776
shares
|
$9.12 Million
6.07% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
109,267
shares
|
$8.91 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
107,294
shares
|
$8.75 Million
4.32% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
107,014
shares
|
$8.73 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
106,610
shares
|
$8.7 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
105,955
shares
|
$8.64 Million
8.6% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
105,697
shares
|
$8.62 Million
1.47% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
103,843
shares
|
$8.47 Million
3.51% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
101,930
shares
|
$8.31 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
100,723
shares
|
$8.22 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
99,842
shares
|
$8.14 Million
3.98% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
99,218
shares
|
$8.09 Million
6.68% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
97,653
shares
|
$7.97 Million
4.36% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
95,862
shares
|
$7.82 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
94,418
shares
|
$7.7 Million
0.7% of portfolio
|
Q1 2025
Added 181.37%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
91,631
shares
|
$7.47 Million
0.54% of portfolio
|
Q1 2025
New holding
|