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 |
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
118,983
shares
|
$10.3 Million
0.52% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
118,744
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 8274.05%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
118,669
shares
|
$10.2 Million
0.61% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
118,128
shares
|
$10.2 Million
7.99% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
117,955
shares
|
$10.2 Million
0.42% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
117,480
shares
|
$10.1 Million
6.65% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
115,697
shares
|
$9.98 Million
0.6% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
114,470
shares
|
$9.87 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
114,299
shares
|
$9.86 Million
0.23% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
112,097
shares
|
$9.67 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
111,891
shares
|
$9.65 Million
4.37% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
109,465
shares
|
$9.44 Million
1.35% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
107,728
shares
|
$9.29 Million
4.59% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
105,614
shares
|
$9.11 Million
0.26% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
104,316
shares
|
$9 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
101,824
shares
|
$8.78 Million
6.71% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
101,777
shares
|
$8.78 Million
3.35% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
101,313
shares
|
$8.74 Million
0.67% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
100,296
shares
|
$8.65 Million
0.14% of portfolio
|
Q2 2025
Added 153.86%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
100,214
shares
|
$8.64 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
99,110
shares
|
$8.55 Million
0.15% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
94,874
shares
|
$8.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
93,477
shares
|
$8.06 Million
3.91% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
90,449
shares
|
$7.8 Million
1.89% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
89,614
shares
|
$7.73 Million
1.44% of portfolio
|
Q2 2025
Reduced 15.94%
|