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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,000
shares
|
$632,880
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,995
shares
|
$632,484
0.21% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,925
shares
|
$626,946
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,762
shares
|
$614,051
0.04% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,660
shares
|
$605,982
0.16% of portfolio
|
Q4 2024
Added 115.77%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
7,648
shares
|
$605,033
0.21% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,556
shares
|
$597,755
0.04% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,554
shares
|
$597,596
0.05% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,501
shares
|
$593,404
0.08% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
7,481
shares
|
$591,821
0.01% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
7,356
shares
|
$581,933
0.02% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
7,340
shares
|
$580,667
0.05% of portfolio
|
Q4 2024
Reduced 60.5%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
7,306
shares
|
$577,977
0.04% of portfolio
|
Q3 2023
Added 20.16%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
7,281
shares
|
$575,999
0.04% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$574,734
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,257
shares
|
$574,101
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
7,210
shares
|
$570,383
0.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
7,126
shares
|
$563,737
0.01% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,989
shares
|
$552,899
0.06% of portfolio
|
Q4 2024
Added 97.32%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,921
shares
|
$547,520
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,911
shares
|
$546,729
0.11% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
6,896
shares
|
$545,542
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
6,893
shares
|
$545,305
0.02% of portfolio
|
Q3 2023
Reduced 24.43%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,890
shares
|
$545,067
0.03% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,822
shares
|
$539,688
0.26% of portfolio
|
Q4 2024
New holding
|