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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
168,852
shares
|
$14.3 Million
2.33% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
168,156
shares
|
$14.2 Million
6.23% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
165,861
shares
|
$14 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
163,760
shares
|
$13.8 Million
0.54% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
157,748
shares
|
$13.3 Million
3.83% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
154,373
shares
|
$13 Million
2.71% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
148,122
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 57.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
146,752
shares
|
$12.4 Million
1.11% of portfolio
|
Q1 2025
Added 2878.53%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$12.3 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
141,789
shares
|
$12 Million
4.57% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
139,069
shares
|
$11.7 Million
6.35% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
136,949
shares
|
$11.6 Million
6.75% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
135,045
shares
|
$11.4 Million
2.97% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
134,993
shares
|
$11.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 81.78%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
134,916
shares
|
$11.4 Million
0.44% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
134,676
shares
|
$11.4 Million
3.19% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
133,036
shares
|
$11.2 Million
6.57% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
129,999
shares
|
$11 Million
3.35% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
128,399
shares
|
$10.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
128,300
shares
|
$10.8 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
127,793
shares
|
$10.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
126,235
shares
|
$10.7 Million
1.5% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
124,190
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 62.05%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$10.4 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
122,780
shares
|
$10.4 Million
1.01% of portfolio
|
Q1 2025
Added 6.02%
|