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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10,282
shares
|
$874,689
0.6% of portfolio
|
Q4 2024
Added 186.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
10,192
shares
|
$867,033
0.15% of portfolio
|
Q1 2025
Reduced 70.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,183
shares
|
$866,267
0.01% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,881
shares
|
$840,576
0.03% of portfolio
|
Q1 2025
Added 72.44%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,825
shares
|
$835,812
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9,825
shares
|
$835,812
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
9,768
shares
|
$830,963
0.35% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,727
shares
|
$827,475
0.36% of portfolio
|
Q1 2025
Added 89.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,697
shares
|
$824,923
0.02% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
9,696
shares
|
$824,838
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,654
shares
|
$821,265
0.01% of portfolio
|
Q1 2025
Added 77.69%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
9,552
shares
|
$812,588
0.37% of portfolio
|
Q1 2025
Reduced 19.6%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
9,536
shares
|
$811,227
0.45% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9,299
shares
|
$791,065
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
9,297
shares
|
$790,895
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$781,112
0.4% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
9,125
shares
|
$776,263
0.4% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
9,119
shares
|
$775,753
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
9,105
shares
|
$774,562
0.03% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
9,104
shares
|
$774,477
0.08% of portfolio
|
Q1 2025
Added 30.26%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
9,086
shares
|
$772,946
0.01% of portfolio
|
Q1 2025
Added 202.87%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,935
shares
|
$760,100
0.05% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,804
shares
|
$748,956
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
8,762
shares
|
$745,383
0.03% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,720
shares
|
$741,810
0.34% of portfolio
|
Q2 2025
Added 4.43%
|