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 693 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
13,726
shares
|
$1.15 Million
0.49% of portfolio
|
Q2 2023
Added 2.01%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
13,671
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,628
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
13,617
shares
|
$1.14 Million
0.51% of portfolio
|
Q3 2024
Added 78.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,413
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,331
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,267
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
13,157
shares
|
$1.1 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
12,919
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
12,886
shares
|
$1.08 Million
0.76% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
12,865
shares
|
$1.08 Million
0.51% of portfolio
|
Q3 2024
Added 153.15%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
12,853
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
12,481
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,479
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 250.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,423
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,408
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 48.79%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
12,325
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,247
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
12,129
shares
|
$1.02 Million
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
12,128
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
11,975
shares
|
$1 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
11,918
shares
|
$999,085
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
11,756
shares
|
$985,505
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,708
shares
|
$981,481
0.05% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
11,592
shares
|
$971,757
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|