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 810 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 $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
887,226
shares
|
$78.8 Million
7.38% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
865,536
shares
|
$76.9 Million
6.32% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
836,036
shares
|
$74.3 Million
10.5% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
822,644
shares
|
$73.1 Million
6.3% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
818,458
shares
|
$72.7 Million
12.09% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
801,369
shares
|
$71.2 Million
16.71% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
785,267
shares
|
$69.7 Million
0.54% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
782,957
shares
|
$69.5 Million
1.99% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
764,951
shares
|
$67.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
752,541
shares
|
$66.8 Million
0.14% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
726,566
shares
|
$64.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$64.1 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
699,778
shares
|
$62.2 Million
5.5% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
641,853
shares
|
$57 Million
2.03% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
630,753
shares
|
$56 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
626,510
shares
|
$55.6 Million
0.18% of portfolio
|
Q3 2025
Added 8977.22%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
625,450
shares
|
$55.6 Million
11.33% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
615,340
shares
|
$54.7 Million
11.14% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
596,043
shares
|
$52.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
594,844
shares
|
$52.8 Million
5.6% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
568,052
shares
|
$50.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
558,380
shares
|
$49.6 Million
0.07% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
551,306
shares
|
$49 Million
19.1% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
542,575
shares
|
$48.2 Million
6.71% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
537,459
shares
|
$47.7 Million
6.43% of portfolio
|
Q2 2025
Added 1.35%
|
|