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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,267
shares
|
$106,212
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,263
shares
|
$105,877
0.0% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,221
shares
|
$102,356
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,220
shares
|
$102,272
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,215
shares
|
$101,853
0.03% of portfolio
|
Q2 2023
Added 15.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,212
shares
|
$101,601
0.0% of portfolio
|
Q1 2023
Reduced 25.92%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$88,775
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
950
shares
|
$79,638
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
935
shares
|
$78,381
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
881
shares
|
$73,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
872
shares
|
$73,099
0.0% of portfolio
|
Q3 2024
Added 70.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
833
shares
|
$69,830
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
813
shares
|
$68,153
0.01% of portfolio
|
Q2 2022
Reduced 30.09%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
798
shares
|
$66,896
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
794
shares
|
$66,561
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
755
shares
|
$63,291
0.03% of portfolio
|
Q1 2024
Reduced 20.94%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
748
shares
|
$62,704
0.03% of portfolio
|
Q4 2024
Added 89.84%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
714
shares
|
$59,854
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
637
shares
|
$53,399
0.0% of portfolio
|
Q1 2024
Added 63.75%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
620
shares
|
$51,974
0.03% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$50,298
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
600
shares
|
$50,298
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
525
shares
|
$44,010
0.02% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
523
shares
|
$43,843
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
504
shares
|
$42,250
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|