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 790 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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
52,827
shares
|
$4.49 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
51,209
shares
|
$4.36 Million
0.14% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
49,221
shares
|
$4.19 Million
0.47% of portfolio
|
Q2 2025
Added 126.29%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
48,962
shares
|
$4.17 Million
0.72% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
48,286
shares
|
$4.11 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
48,143
shares
|
$4.1 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
47,582
shares
|
$4.05 Million
0.11% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
47,513
shares
|
$4.04 Million
2.22% of portfolio
|
Q2 2025
Added 170.93%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
47,415
shares
|
$4.03 Million
1.78% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
47,105
shares
|
$4.01 Million
1.16% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
46,469
shares
|
$3.95 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
46,144
shares
|
$3.93 Million
1.15% of portfolio
|
Q2 2025
Added 32.7%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
45,750
shares
|
$3.89 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
45,700
shares
|
$3.89 Million
0.04% of portfolio
|
Q1 2025
Added 223.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
45,184
shares
|
$3.84 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.78 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
44,270
shares
|
$3.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.75 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
43,671
shares
|
$3.72 Million
0.04% of portfolio
|
Q1 2025
Added 20.01%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
43,666
shares
|
$3.71 Million
1.27% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
43,526
shares
|
$3.7 Million
2.07% of portfolio
|
Q1 2025
Added 56.23%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
43,445
shares
|
$3.7 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
42,526
shares
|
$3.62 Million
0.0% of portfolio
|
Q1 2025
Added 100.95%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
42,453
shares
|
$3.61 Million
1.41% of portfolio
|
Q1 2025
Added 523.03%
|