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 767 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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
19,089,313
shares
|
$1.48 Billion
1.04% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,792,685
shares
|
$993 Million
0.41% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,682,247
shares
|
$907 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,611,165
shares
|
$669 Million
0.05% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
6,585,865
shares
|
$511 Million
40.56% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,333,811
shares
|
$492 Million
0.14% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,614,481
shares
|
$281 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,724,218
shares
|
$212 Million
0.31% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,361,298
shares
|
$183 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,258,212
shares
|
$175 Million
0.37% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,049,616
shares
|
$159 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,578,181
shares
|
$123 Million
0.03% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,540,806
shares
|
$120 Million
0.04% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,494,601
shares
|
$116 Million
0.03% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,419,968
shares
|
$110 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,317,212
shares
|
$102 Million
0.37% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,312,697
shares
|
$102 Million
0.67% of portfolio
|
Q1 2025
Reduced 51.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,276,622
shares
|
$99.1 Million
3.65% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,225,082
shares
|
$95.1 Million
0.06% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,211,226
shares
|
$94.1 Million
0.2% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,064,985
shares
|
$82.7 Million
0.78% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
979,107
shares
|
$76 Million
0.12% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Waddell & Associates, LLC
|
May 07, 2025 Q1 2025 |
931,985
shares
|
$72.4 Million
9.98% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
885,126
shares
|
$68.7 Million
4.09% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
881,975
shares
|
$68.5 Million
6.4% of portfolio
|
Q4 2024
Reduced 6.77%
|