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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
146,746
shares
|
$11.6 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
145,545
shares
|
$11.5 Million
7.11% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
145,367
shares
|
$11.5 Million
13.09% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$11.5 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
144,250
shares
|
$11.4 Million
2.45% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
141,789
shares
|
$11.2 Million
4.57% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
140,488
shares
|
$11.1 Million
0.16% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
139,479
shares
|
$11 Million
0.11% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
138,898
shares
|
$11 Million
6.88% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
137,945
shares
|
$10.9 Million
0.35% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
135,045
shares
|
$10.7 Million
2.97% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
132,545
shares
|
$10.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
132,360
shares
|
$10.5 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
127,247
shares
|
$10.1 Million
6.19% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
126,874
shares
|
$10 Million
3.39% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$9.78 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
120,432
shares
|
$9.53 Million
10.25% of portfolio
|
Q4 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
118,354
shares
|
$9.36 Million
4.92% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
117,339
shares
|
$9.28 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
115,805
shares
|
$9.16 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
114,920
shares
|
$9.09 Million
0.43% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
114,445
shares
|
$9.05 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
114,311
shares
|
$9.04 Million
1.49% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
112,263
shares
|
$8.88 Million
0.52% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
111,791
shares
|
$8.84 Million
0.25% of portfolio
|
Q1 2025
Added 14.01%
|