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 $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,598
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
14,577
shares
|
$1.24 Million
0.33% of portfolio
|
Q2 2022
Added 1.41%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
14,169
shares
|
$1.21 Million
0.43% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
14,070
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
14,047
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
13,979
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2022
Added 4.04%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,969
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
13,884
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
13,827
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 54.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,820
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,770
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
13,768
shares
|
$1.17 Million
0.42% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,726
shares
|
$1.17 Million
0.49% of portfolio
|
Q2 2023
Added 2.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,718
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 22.66%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
13,708
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.49%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,626
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
13,608
shares
|
$1.16 Million
0.66% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,172
shares
|
$1.12 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
13,080
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
13,016
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
12,945
shares
|
$1.1 Million
0.81% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
12,919
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
12,662
shares
|
$1.08 Million
0.74% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
12,650
shares
|
$1.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
12,638
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.26%
|