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 |
|---|---|---|---|---|---|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
320,032
shares
|
$27 Million
7.42% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
319,392
shares
|
$27 Million
0.35% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$26.3 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
301,799
shares
|
$25.5 Million
8.66% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
299,219
shares
|
$25.3 Million
12.54% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
298,051
shares
|
$25.2 Million
0.08% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$24.9 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
293,373
shares
|
$24.8 Million
10.83% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
293,033
shares
|
$24.8 Million
4.48% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
292,224
shares
|
$24.7 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
284,906
shares
|
$24.1 Million
2.77% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
279,635
shares
|
$23.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
279,285
shares
|
$23.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
278,086
shares
|
$23.5 Million
2.38% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
277,374
shares
|
$23.4 Million
0.19% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
271,502
shares
|
$22.9 Million
2.44% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
271,274
shares
|
$22.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
266,894
shares
|
$22.5 Million
10.54% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
265,427
shares
|
$22.4 Million
3.46% of portfolio
|
Q1 2025
Added 98.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
259,109
shares
|
$21.9 Million
0.68% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
257,975
shares
|
$21.8 Million
2.88% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
244,916
shares
|
$20.7 Million
0.02% of portfolio
|
Q1 2025
Added 121.25%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
241,834
shares
|
$20.4 Million
14.63% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
229,689
shares
|
$19.4 Million
0.28% of portfolio
|
Q1 2025
Added 2345.06%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
227,856
shares
|
$19.3 Million
9.62% of portfolio
|
Q2 2025
Added 4.99%
|