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 760 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 $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
9,398
shares
|
$743,475
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
9,394
shares
|
$743,159
0.01% of portfolio
|
Q4 2024
Added 53.9%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
9,378
shares
|
$741,893
0.46% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
9,359
shares
|
$740,390
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,357
shares
|
$740,232
0.02% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
9,349
shares
|
$739,599
0.02% of portfolio
|
Q4 2024
Added 44.3%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,294
shares
|
$735,248
0.41% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,190
shares
|
$727,020
0.06% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$726,388
0.4% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
9,151
shares
|
$723,935
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
9,133
shares
|
$722,511
0.1% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,109
shares
|
$720,612
0.01% of portfolio
|
Q4 2024
Reduced 80.36%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,928
shares
|
$706,294
0.01% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,713
shares
|
$689,285
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,711
shares
|
$689,127
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,667
shares
|
$685,646
0.25% of portfolio
|
Q4 2024
Added 26.34%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
8,653
shares
|
$684,538
0.08% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$668,875
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,350
shares
|
$660,568
0.34% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,326
shares
|
$658,669
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,312
shares
|
$657,562
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
8,277
shares
|
$654,793
0.0% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,139
shares
|
$643,876
0.25% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
8,066
shares
|
$638,101
0.05% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
8,025
shares
|
$634,857
0.69% of portfolio
|
Q4 2024
Reduced 0.93%
|