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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$24.8 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
306,666
shares
|
$24.4 Million
7.16% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
299,433
shares
|
$23.9 Million
0.32% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
296,687
shares
|
$23.6 Million
8.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$23.5 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
293,202
shares
|
$23.4 Million
2.55% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
290,069
shares
|
$23.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
289,402
shares
|
$23.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Mar 03, 2025 Q4 2024 |
289,022
shares
|
$23 Million
11.91% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
286,197
shares
|
$22.8 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
282,916
shares
|
$22.5 Million
4.28% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
276,841
shares
|
$22.1 Million
12.38% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
267,566
shares
|
$21.3 Million
0.58% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
262,860
shares
|
$20.9 Million
0.07% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
257,129
shares
|
$20.5 Million
2.45% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
252,833
shares
|
$20.2 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
249,300
shares
|
$19.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
243,275
shares
|
$19.4 Million
14.79% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
238,645
shares
|
$19 Million
2.7% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
220,374
shares
|
$17.6 Million
2.45% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
218,647
shares
|
$17.4 Million
0.15% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
217,889
shares
|
$17.4 Million
1.87% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
216,800
shares
|
$17.3 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
214,866
shares
|
$17.1 Million
6.1% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
214,530
shares
|
$17.1 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.27%
|