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 759 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 $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taiyo Life Insurance CO
|
Feb 03, 2025 Q4 2024 |
850,000
shares
|
$67.7 Million
5.58% of portfolio
|
Q1 2018
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
849,266
shares
|
$67.7 Million
7.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
839,339
shares
|
$66.9 Million
6.77% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
837,901
shares
|
$66.8 Million
4.33% of portfolio
|
Q4 2024
Added 20.87%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
787,686
shares
|
$62.8 Million
16.25% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
787,372
shares
|
$62.8 Million
10.74% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
784,774
shares
|
$62.5 Million
12.38% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
784,589
shares
|
$62.5 Million
0.26% of portfolio
|
Q4 2024
Added 1081.81%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
782,957
shares
|
$62.4 Million
1.99% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
740,867
shares
|
$59 Million
1.7% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
734,846
shares
|
$58.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$57.5 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
721,087
shares
|
$57.5 Million
0.16% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
704,125
shares
|
$56.1 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
693,989
shares
|
$55.3 Million
0.16% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
678,803
shares
|
$54.1 Million
6.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
673,801
shares
|
$53.7 Million
0.54% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
661,111
shares
|
$52.7 Million
5.52% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
661,047
shares
|
$52.7 Million
9.33% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
646,560
shares
|
$51.5 Million
11.47% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
571,519
shares
|
$45.6 Million
11.42% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
527,667
shares
|
$42.1 Million
18.2% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
526,825
shares
|
$42 Million
0.27% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
520,499
shares
|
$41.5 Million
0.25% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
515,312
shares
|
$41.1 Million
0.75% of portfolio
|
Q4 2024
Added 2.07%
|