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 |
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
334,379
shares
|
$28.8 Million
3.73% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
330,379
shares
|
$28.5 Million
7.17% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
329,125
shares
|
$28.4 Million
13.58% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
312,643
shares
|
$27 Million
2.62% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$26.8 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
308,776
shares
|
$26.6 Million
3.16% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
306,942
shares
|
$26.5 Million
0.07% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
305,001
shares
|
$26.3 Million
12.37% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
301,799
shares
|
$26 Million
8.66% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
295,679
shares
|
$25.5 Million
0.66% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$25.4 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
293,373
shares
|
$25.3 Million
10.83% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
293,033
shares
|
$25.3 Million
4.48% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
292,224
shares
|
$25.2 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
286,100
shares
|
$24.7 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
284,906
shares
|
$24.6 Million
2.77% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
282,059
shares
|
$24.3 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
279,635
shares
|
$24.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
279,285
shares
|
$24.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
278,033
shares
|
$24 Million
0.02% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
277,374
shares
|
$23.9 Million
0.19% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
273,880
shares
|
$23.6 Million
2.33% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
266,894
shares
|
$23 Million
10.54% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
265,543
shares
|
$22.9 Million
19.95% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
257,358
shares
|
$22.2 Million
0.33% of portfolio
|
Q2 2025
Added 12.05%
|