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 |
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
517,188
shares
|
$44.6 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
513,354
shares
|
$44.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
487,073
shares
|
$42 Million
0.23% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$39.4 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
449,980
shares
|
$38.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
449,840
shares
|
$38.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
446,292
shares
|
$38.5 Million
0.04% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
426,417
shares
|
$36.8 Million
22.89% of portfolio
|
Q2 2025
Added 76.33%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
402,419
shares
|
$34.7 Million
4.4% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
398,238
shares
|
$34.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
398,183
shares
|
$34.3 Million
1.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
396,283
shares
|
$34.2 Million
7.17% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
394,303
shares
|
$34 Million
4.96% of portfolio
|
Q2 2025
Added 48.55%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
384,919
shares
|
$33.2 Million
5.46% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
384,432
shares
|
$33.2 Million
0.11% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
382,970
shares
|
$33 Million
0.49% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
379,667
shares
|
$32.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
378,303
shares
|
$32.6 Million
0.61% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
376,331
shares
|
$32.5 Million
15.49% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
374,931
shares
|
$32.3 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
371,126
shares
|
$32 Million
7.48% of portfolio
|
Q2 2024
Added 79.62%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
359,257
shares
|
$31 Million
9.02% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
355,802
shares
|
$30.7 Million
0.05% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
335,578
shares
|
$28.9 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
334,535
shares
|
$28.9 Million
0.35% of portfolio
|
Q2 2025
Added 4.74%
|