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 746 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
143
shares
|
$11,984
0.0% of portfolio
|
Q3 2024
Reduced 69.64%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
138
shares
|
$11,565
0.0% of portfolio
|
Q4 2023
Reduced 51.58%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
130
shares
|
$10,895
0.0% of portfolio
|
Q4 2024
Added 420.0%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
116
shares
|
$9,721
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
110
shares
|
$9,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
104
shares
|
$8,716
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
100
shares
|
$8,381
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
95
shares
|
$7,961
0.0% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
87
shares
|
$7,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
73
shares
|
$6,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
60
shares
|
$5,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
51
shares
|
$4,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
51
shares
|
$4,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
49
shares
|
$4,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
38
shares
|
$3,184
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
38
shares
|
$3,184
0.0% of portfolio
|
Q3 2024
Reduced 94.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27
shares
|
$2,262
0.2% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,179
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
24
shares
|
$2,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$1,424
0.0% of portfolio
|
Q3 2024
Reduced 96.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6
shares
|
$502
0.0% of portfolio
|
Q4 2019
Reduced 14.29%
|