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 791 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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
31,971
shares
|
$2.72 Million
2.51% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
31,060
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.64 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
29,781
shares
|
$2.53 Million
0.55% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
29,734
shares
|
$2.53 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
29,130
shares
|
$2.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
29,004
shares
|
$2.47 Million
0.19% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
28,416
shares
|
$2.42 Million
0.43% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
28,243
shares
|
$2.4 Million
1.05% of portfolio
|
Q2 2025
Added 29.85%
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
28,010
shares
|
$2.38 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
27,695
shares
|
$2.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
27,627
shares
|
$2.35 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,299
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
26,083
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
25,963
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Added 26.56%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,645
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
25,426
shares
|
$2.16 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
25,192
shares
|
$2.14 Million
0.59% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
24,809
shares
|
$2.11 Million
0.71% of portfolio
|
Q2 2025
Reduced 43.18%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
24,489
shares
|
$2.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
24,334
shares
|
$2.07 Million
0.52% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
24,238
shares
|
$2.06 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
24,216
shares
|
$2.06 Million
0.39% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
24,198
shares
|
$2.06 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
24,028
shares
|
$2.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.95%
|