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 |
|---|---|---|---|---|---|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
339,009
shares
|
$30.1 Million
7.22% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
335,578
shares
|
$29.8 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.47%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
323,502
shares
|
$28.7 Million
12.73% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Nov 06, 2025 Q3 2025 |
321,720
shares
|
$28.6 Million
13.33% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
317,668
shares
|
$28.2 Million
1.22% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
314,479
shares
|
$27.9 Million
4.54% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$27.6 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
308,267
shares
|
$27.4 Million
10.2% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
306,564
shares
|
$27.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
303,375
shares
|
$26.9 Million
0.53% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
303,324
shares
|
$26.9 Million
8.37% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
301,752
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
297,739
shares
|
$26.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
295,622
shares
|
$26.3 Million
2.99% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
294,806
shares
|
$26.2 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
290,409
shares
|
$25.8 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
286,027
shares
|
$25.4 Million
0.36% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
285,854
shares
|
$25.4 Million
0.04% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
284,906
shares
|
$25.3 Million
2.77% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
276,984
shares
|
$24.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
265,336
shares
|
$23.6 Million
19.39% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
258,432
shares
|
$23 Million
2.73% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
248,994
shares
|
$22.1 Million
2.6% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
246,044
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
236,775
shares
|
$21 Million
6.18% of portfolio
|
Q3 2025
Added 3.11%
|
|