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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
67,535
shares
|
$5.51 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
67,410
shares
|
$5.5 Million
3.52% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
66,500
shares
|
$5.42 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
65,842
shares
|
$5.37 Million
2.84% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
65,656
shares
|
$5.36 Million
1.41% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
64,020
shares
|
$5.22 Million
3.78% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
62,732
shares
|
$5.12 Million
3.41% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
61,674
shares
|
$5.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 53.76%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
60,620
shares
|
$4.94 Million
0.15% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
59,210
shares
|
$4.83 Million
0.09% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
59,107
shares
|
$4.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
58,967
shares
|
$4.81 Million
0.45% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
58,648
shares
|
$4.78 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
58,624
shares
|
$4.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
57,408
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
56,971
shares
|
$4.65 Million
1.78% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
56,918
shares
|
$4.64 Million
0.07% of portfolio
|
Q1 2025
Added 86.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
56,488
shares
|
$4.61 Million
0.38% of portfolio
|
Q1 2025
Added 209114.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
56,398
shares
|
$4.6 Million
0.09% of portfolio
|
Q1 2025
Added 159.11%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
55,155
shares
|
$4.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
55,088
shares
|
$4.49 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
54,247
shares
|
$4.42 Million
2.05% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
53,955
shares
|
$4.4 Million
0.05% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
53,864
shares
|
$4.39 Million
0.03% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
53,041
shares
|
$4.33 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.44%
|