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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
833
shares
|
$70,380
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
813
shares
|
$68,690
0.01% of portfolio
|
Q2 2022
Reduced 30.09%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
794
shares
|
$67,085
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
755
shares
|
$63,789
0.02% of portfolio
|
Q1 2024
Reduced 20.94%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
747
shares
|
$63,114
0.0% of portfolio
|
Q1 2025
Added 48.21%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
637
shares
|
$53,820
0.0% of portfolio
|
Q1 2024
Added 63.75%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
636
shares
|
$53,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
628
shares
|
$53,059
0.0% of portfolio
|
Q1 2025
Added 1131.37%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
611
shares
|
$51,623
0.03% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
600
shares
|
$50,694
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
595
shares
|
$50,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
578
shares
|
$48,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
562
shares
|
$47,483
0.0% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
555
shares
|
$46,891
0.03% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
525
shares
|
$44,357
0.02% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
514
shares
|
$43,427
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
500
shares
|
$42,245
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
500
shares
|
$42,245
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
495
shares
|
$41,822
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
495
shares
|
$41,822
0.01% of portfolio
|
Q1 2024
Added 5.54%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
480
shares
|
$40,555
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
467
shares
|
$39,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
453
shares
|
$38,273
0.0% of portfolio
|
Q1 2024
Reduced 75.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
440
shares
|
$37,175
0.0% of portfolio
|
Q1 2025
Added 340.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$35,823
0.01% of portfolio
|
Q1 2025
Added 0.24%
|