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 791 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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,576
shares
|
$304,210
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
3,562
shares
|
$303,019
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,515
shares
|
$299,021
0.26% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,503
shares
|
$298,000
0.07% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
3,494
shares
|
$297,234
0.28% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,468
shares
|
$295,022
0.19% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,416
shares
|
$290,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
3,400
shares
|
$289,238
0.0% of portfolio
|
Q2 2024
Reduced 48.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,396
shares
|
$288,897
0.09% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,391
shares
|
$288,472
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,370
shares
|
$286,685
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
3,359
shares
|
$285,750
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
3,337
shares
|
$283,878
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,337
shares
|
$283,878
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
3,335
shares
|
$283,708
0.06% of portfolio
|
Q3 2023
Added 9.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,332
shares
|
$283,453
0.09% of portfolio
|
Q4 2023
Reduced 7.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,268
shares
|
$278,008
0.0% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,246
shares
|
$276,137
0.0% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,212
shares
|
$273,244
0.02% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,181
shares
|
$270,607
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,172
shares
|
$269,842
0.02% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,125
shares
|
$265,843
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,120
shares
|
$265,418
0.08% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,103
shares
|
$263,972
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,062
shares
|
$260,484
0.0% of portfolio
|
Q2 2023
Reduced 5.99%
|