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 |
|---|---|---|---|---|---|
|
Taiyo Life Insurance CO
|
Nov 04, 2025 Q3 2025 |
525,000
shares
|
$46.6 Million
4.09% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
511,036
shares
|
$45.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
490,267
shares
|
$43.5 Million
12.27% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
487,073
shares
|
$43.3 Million
0.23% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
473,834
shares
|
$42.1 Million
0.13% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
469,554
shares
|
$41.7 Million
5.04% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$40.6 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
456,910
shares
|
$40.6 Million
0.04% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
437,213
shares
|
$38.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
436,306
shares
|
$38.8 Million
3.67% of portfolio
|
Q3 2025
Added 39.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
412,870
shares
|
$36.7 Million
0.1% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
398,467
shares
|
$35.4 Million
0.99% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
397,531
shares
|
$35.3 Million
0.49% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
395,233
shares
|
$35.1 Million
7.21% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
382,777
shares
|
$34 Million
1.13% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
381,734
shares
|
$33.9 Million
15.74% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
371,646
shares
|
$33 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
371,131
shares
|
$33 Million
5.64% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
371,126
shares
|
$33 Million
7.48% of portfolio
|
Q2 2024
Added 79.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
367,151
shares
|
$32.6 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
365,036
shares
|
$32.4 Million
8.76% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
343,845
shares
|
$30.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
342,114
shares
|
$30.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 23.95%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
341,850
shares
|
$30.4 Million
3.8% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
341,831
shares
|
$30.4 Million
3.64% of portfolio
|
Q3 2025
Reduced 15.06%
|
|