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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
23,966
shares
|
$2.04 Million
0.75% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
23,934
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,566
shares
|
$2 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
23,291
shares
|
$1.98 Million
0.2% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
23,050
shares
|
$1.96 Million
0.39% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
22,989
shares
|
$1.96 Million
0.38% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
22,963
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
22,787
shares
|
$1.94 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
22,712
shares
|
$1.93 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
22,556
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
22,470
shares
|
$1.91 Million
0.88% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
22,338
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2025
Added 72.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,274
shares
|
$1.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 73.36%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
22,049
shares
|
$1.88 Million
1.81% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
22,001
shares
|
$1.87 Million
0.54% of portfolio
|
Q1 2025
Reduced 49.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
21,874
shares
|
$1.86 Million
0.23% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
21,779
shares
|
$1.85 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
21,563
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2025
Added 230.37%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
21,413
shares
|
$1.82 Million
0.2% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
21,325
shares
|
$1.81 Million
0.94% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,312
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
20,983
shares
|
$1.79 Million
0.4% of portfolio
|
Q2 2025
Added 117.15%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
20,941
shares
|
$1.78 Million
1.13% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
20,894
shares
|
$1.78 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,852
shares
|
$1.77 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.76%
|