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 |
|---|---|---|---|---|---|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
12,495
shares
|
$1.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,408
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 48.79%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
12,129
shares
|
$1.03 Million
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
12,124
shares
|
$1.03 Million
0.84% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12,006
shares
|
$1.02 Million
0.79% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
12,000
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
11,964
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
11,592
shares
|
$986,131
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
11,554
shares
|
$982,898
0.13% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
11,489
shares
|
$977,369
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
11,119
shares
|
$945,893
0.06% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,088
shares
|
$943,256
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
11,019
shares
|
$937,386
0.47% of portfolio
|
Q1 2025
Reduced 42.75%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,978
shares
|
$933,898
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,965
shares
|
$932,792
0.04% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,928
shares
|
$929,644
0.02% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,782
shares
|
$917,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,777
shares
|
$916,799
0.09% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
10,749
shares
|
$914,417
0.06% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,603
shares
|
$901,997
0.02% of portfolio
|
Q3 2022
Reduced 61.94%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
10,587
shares
|
$900,636
0.41% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
10,584
shares
|
$900,380
0.13% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,511
shares
|
$894,170
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
10,468
shares
|
$890,512
0.45% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
10,345
shares
|
$880,049
0.04% of portfolio
|
Q1 2022
Reduced 1.8%
|