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 759 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
110,694
shares
|
$8.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
109,784
shares
|
$8.78 Million
1.74% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
109,704
shares
|
$8.77 Million
2.34% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
109,085
shares
|
$8.72 Million
0.68% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
108,634
shares
|
$8.68 Million
1.32% of portfolio
|
Q4 2024
Added 68.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
108,583
shares
|
$8.68 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
106,099
shares
|
$8.48 Million
0.45% of portfolio
|
Q4 2024
Added 112.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,055
shares
|
$8.16 Million
0.28% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
100,683
shares
|
$8.05 Million
0.83% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
100,609
shares
|
$8.04 Million
0.03% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
98,056
shares
|
$7.84 Million
0.23% of portfolio
|
Q4 2024
Added 61.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
97,941
shares
|
$7.83 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
97,720
shares
|
$7.81 Million
0.09% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
97,403
shares
|
$7.79 Million
3.98% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
96,807
shares
|
$7.74 Million
1.44% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
94,791
shares
|
$7.58 Million
3.27% of portfolio
|
Q4 2024
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
94,510
shares
|
$7.56 Million
6.43% of portfolio
|
Q4 2024
Added 55.2%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
94,169
shares
|
$7.53 Million
4.29% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
93,636
shares
|
$7.49 Million
3.96% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
90,845
shares
|
$7.26 Million
2.76% of portfolio
|
Q4 2024
Reduced 38.54%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
90,046
shares
|
$7.2 Million
0.55% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
88,927
shares
|
$7.11 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
87,140
shares
|
$6.97 Million
7.53% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
85,605
shares
|
$6.84 Million
0.66% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
84,614
shares
|
$6.76 Million
0.06% of portfolio
|
Q4 2024
Added 6.16%
|