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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
7,340
shares
|
$624,413
0.05% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
7,277
shares
|
$619,054
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$618,033
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,257
shares
|
$617,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,998
shares
|
$595,319
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
6,995
shares
|
$595,064
0.03% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,921
shares
|
$588,769
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,919
shares
|
$588,599
0.19% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,890
shares
|
$586,132
0.03% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,887
shares
|
$585,877
0.09% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
6,868
shares
|
$584,260
0.08% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,754
shares
|
$574,562
0.1% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
6,752
shares
|
$574,392
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
6,742
shares
|
$573,541
0.35% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
6,660
shares
|
$566,566
0.0% of portfolio
|
Q2 2025
Reduced 46.93%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
6,588
shares
|
$560,441
0.29% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,489
shares
|
$552,019
0.02% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
6,455
shares
|
$549,126
0.26% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
6,447
shares
|
$548,446
0.12% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
6,300
shares
|
$535,941
0.1% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,293
shares
|
$535,345
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,287
shares
|
$534,835
0.03% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
6,233
shares
|
$530,241
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,197
shares
|
$527,178
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
6,032
shares
|
$513,142
0.08% of portfolio
|
Q1 2025
New holding
|