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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
2,640
shares
|
$224,584
0.09% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,622
shares
|
$223,053
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,543
shares
|
$216,333
0.03% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
2,543
shares
|
$216,333
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
2,536
shares
|
$215,737
0.03% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,530
shares
|
$215,227
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,523
shares
|
$214,631
0.01% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,513
shares
|
$213,780
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,505
shares
|
$213,100
0.0% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,481
shares
|
$211,058
0.02% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,443
shares
|
$207,826
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,400
shares
|
$204,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,347
shares
|
$199,659
0.01% of portfolio
|
Q3 2023
Reduced 8.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,340
shares
|
$199,063
0.05% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,201
shares
|
$187,239
0.02% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
1,964
shares
|
$167,077
0.06% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,946
shares
|
$165,546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,820
shares
|
$154,827
0.0% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,763
shares
|
$149,978
0.01% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,733
shares
|
$147,426
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,714
shares
|
$145,809
0.05% of portfolio
|
Q1 2025
Added 384.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,712
shares
|
$145,639
0.06% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,696
shares
|
$144,278
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,619
shares
|
$137,728
0.02% of portfolio
|
Q2 2025
Added 57.03%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,576
shares
|
$134,070
0.09% of portfolio
|
Q1 2025
Reduced 6.08%
|