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 801 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $13 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 |
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
837,112
shares
|
$72.2 Million
0.17% of portfolio
|
Q1 2025
Added 1337.03%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
832,066
shares
|
$71.8 Million
10.72% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
820,492
shares
|
$70.8 Million
13.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
810,820
shares
|
$69.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
805,179
shares
|
$69.4 Million
0.45% of portfolio
|
Q2 2025
Added 1394.84%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
804,271
shares
|
$69.4 Million
6.29% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
795,448
shares
|
$68.6 Million
16.66% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
782,957
shares
|
$67.5 Million
1.99% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
767,357
shares
|
$66.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
725,811
shares
|
$62.6 Million
0.58% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$62.3 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
698,845
shares
|
$60.3 Million
5.62% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
682,623
shares
|
$58.9 Million
2.21% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
667,745
shares
|
$57.6 Million
10.62% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
665,145
shares
|
$57.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
642,467
shares
|
$55.4 Million
11.56% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
638,089
shares
|
$55 Million
2.19% of portfolio
|
Q2 2025
Added 184.93%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
624,253
shares
|
$53.8 Million
5.83% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
598,854
shares
|
$51.6 Million
0.27% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
558,375
shares
|
$48.2 Million
7.19% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
549,082
shares
|
$47.4 Million
11.64% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Taiyo Life Insurance CO
|
Jul 28, 2025 Q2 2025 |
525,000
shares
|
$45.3 Million
4.13% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
521,262
shares
|
$45 Million
18.61% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
518,378
shares
|
$44.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
517,287
shares
|
$44.6 Million
6.68% of portfolio
|
Q4 2024
Added 1.75%
|