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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
89,184
shares
|
$7.69 Million
0.49% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
88,520
shares
|
$7.63 Million
2.97% of portfolio
|
Q2 2025
Added 414.68%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
87,127
shares
|
$7.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
86,368
shares
|
$7.45 Million
0.14% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
86,284
shares
|
$7.44 Million
0.09% of portfolio
|
Q2 2025
Added 39.9%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
84,417
shares
|
$7.28 Million
0.68% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
84,108
shares
|
$7.25 Million
2.53% of portfolio
|
Q2 2025
Added 77.39%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
83,907
shares
|
$7.24 Million
0.12% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
82,175
shares
|
$7.09 Million
3.7% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
81,925
shares
|
$7.07 Million
0.8% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
81,283
shares
|
$7.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
80,609
shares
|
$6.95 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
78,970
shares
|
$6.81 Million
5.46% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
78,848
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
78,532
shares
|
$6.77 Million
0.05% of portfolio
|
Q2 2025
Added 71.84%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
77,200
shares
|
$6.66 Million
4.89% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
75,927
shares
|
$6.55 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
72,461
shares
|
$6.25 Million
2.07% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
72,223
shares
|
$6.23 Million
1.15% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
71,622
shares
|
$6.18 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
71,335
shares
|
$6.15 Million
2.25% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
70,922
shares
|
$6.12 Million
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
70,158
shares
|
$6.05 Million
0.08% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
69,080
shares
|
$5.96 Million
7.22% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
67,973
shares
|
$5.86 Million
3.74% of portfolio
|
Q2 2025
Added 6.17%
|