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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,564
shares
|
$969,410
0.05% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
11,489
shares
|
$963,122
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,480
shares
|
$962,368
0.01% of portfolio
|
Q3 2024
Added 58.1%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,388
shares
|
$954,656
0.03% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
11,142
shares
|
$934,033
0.43% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,972
shares
|
$919,782
0.0% of portfolio
|
Q3 2024
Added 120.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,971
shares
|
$919,698
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,860
shares
|
$910,393
0.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,841
shares
|
$908,801
0.09% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,796
shares
|
$905,028
0.07% of portfolio
|
Q3 2024
Reduced 73.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,794
shares
|
$904,861
0.03% of portfolio
|
Q4 2024
Reduced 53.9%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,666
shares
|
$894,130
0.0% of portfolio
|
Q2 2024
Added 83.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,644
shares
|
$892,286
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,603
shares
|
$888,849
0.02% of portfolio
|
Q3 2022
Reduced 61.94%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,580
shares
|
$886,921
0.14% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
10,468
shares
|
$877,532
0.45% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
10,345
shares
|
$867,221
0.04% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,295
shares
|
$863,029
0.04% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,975
shares
|
$836,204
0.08% of portfolio
|
Q3 2024
Added 6550.0%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,887
shares
|
$828,827
0.39% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
9,825
shares
|
$823,629
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
9,697
shares
|
$812,899
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
9,640
shares
|
$808,121
0.11% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,588
shares
|
$803,762
0.43% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
9,565
shares
|
$801,833
0.16% of portfolio
|
Q4 2024
Reduced 10.15%
|