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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
89,614
shares
|
$7.57 Million
1.44% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
89,163
shares
|
$7.53 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
88,303
shares
|
$7.46 Million
1.34% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
87,857
shares
|
$7.42 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
87,127
shares
|
$7.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
83,707
shares
|
$7.07 Million
0.69% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
82,564
shares
|
$6.98 Million
0.13% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
82,175
shares
|
$6.94 Million
3.7% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
81,252
shares
|
$6.86 Million
0.01% of portfolio
|
Q1 2025
Added 62.99%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
81,201
shares
|
$6.86 Million
0.15% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
81,178
shares
|
$6.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
79,399
shares
|
$6.71 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
78,970
shares
|
$6.67 Million
5.46% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
77,751
shares
|
$6.57 Million
0.6% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
77,326
shares
|
$6.53 Million
2.35% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
76,659
shares
|
$6.48 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
75,240
shares
|
$6.36 Million
1.35% of portfolio
|
Q1 2025
Added 176.19%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
74,995
shares
|
$6.34 Million
5.36% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
73,315
shares
|
$6.19 Million
0.74% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
71,622
shares
|
$6.05 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
70,881
shares
|
$5.99 Million
0.09% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
70,813
shares
|
$5.98 Million
0.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
69,080
shares
|
$5.84 Million
7.22% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
67,973
shares
|
$5.74 Million
3.74% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
66,500
shares
|
$5.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.2%
|