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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$14.3 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
169,970
shares
|
$14.2 Million
5.42% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
165,740
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
165,191
shares
|
$13.8 Million
1.27% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
163,563
shares
|
$13.7 Million
8.62% of portfolio
|
Q3 2024
Reduced 34.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
162,292
shares
|
$13.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
162,038
shares
|
$13.6 Million
5.83% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
159,985
shares
|
$13.4 Million
8.65% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
157,482
shares
|
$13.2 Million
5.33% of portfolio
|
Q3 2024
Reduced 37.86%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
154,050
shares
|
$12.9 Million
0.74% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
153,575
shares
|
$12.9 Million
3.76% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
148,402
shares
|
$12.4 Million
7.96% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
147,804
shares
|
$12.4 Million
4.41% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
147,096
shares
|
$12.3 Million
0.48% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
145,367
shares
|
$12.2 Million
13.09% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$12.2 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
139,869
shares
|
$11.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
139,480
shares
|
$11.7 Million
0.12% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
137,110
shares
|
$11.5 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
133,936
shares
|
$11.2 Million
2.64% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
133,380
shares
|
$11.2 Million
0.2% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
132,360
shares
|
$11.1 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
129,142
shares
|
$10.8 Million
2.07% of portfolio
|
Q3 2024
Added 22.78%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
126,874
shares
|
$10.6 Million
3.39% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
126,009
shares
|
$10.6 Million
0.47% of portfolio
|
Q3 2024
Added 8.02%
|