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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,192
shares
|
$438,672
0.03% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
5,150
shares
|
$435,123
0.16% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,142
shares
|
$434,447
0.1% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
5,141
shares
|
$434,363
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,138
shares
|
$434,109
0.03% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,087
shares
|
$429,800
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,073
shares
|
$428,617
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
5,059
shares
|
$427,434
0.05% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,048
shares
|
$426,505
0.01% of portfolio
|
Q2 2024
Added 108.85%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
5,041
shares
|
$425,914
0.11% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
5,033
shares
|
$425,238
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
5,031
shares
|
$425,069
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
5,024
shares
|
$424,477
0.0% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,019
shares
|
$424,055
0.01% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,002
shares
|
$422,618
0.03% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
4,980
shares
|
$420,760
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,957
shares
|
$418,816
0.12% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,929
shares
|
$416,451
0.13% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
4,884
shares
|
$412,649
0.01% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,884
shares
|
$412,649
0.0% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,827
shares
|
$407,833
0.51% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
4,806
shares
|
$406,058
0.16% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,797
shares
|
$405,298
0.13% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,777
shares
|
$403,608
0.09% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,767
shares
|
$402,763
0.11% of portfolio
|
Q2 2020
New holding
|