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 |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
121,448
shares
|
$10.8 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
120,292
shares
|
$10.7 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
119,281
shares
|
$10.6 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
118,852
shares
|
$10.6 Million
0.52% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
118,762
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Added 88.61%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
117,266
shares
|
$10.4 Million
0.23% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
115,956
shares
|
$10.3 Million
6.61% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
115,648
shares
|
$10.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
114,633
shares
|
$10.2 Million
4.79% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
114,609
shares
|
$10.2 Million
1.37% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
113,339
shares
|
$10.1 Million
0.47% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
109,794
shares
|
$9.75 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
109,157
shares
|
$9.7 Million
4.19% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
109,121
shares
|
$9.69 Million
2.38% of portfolio
|
Q3 2025
Reduced 27.06%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
108,615
shares
|
$9.65 Million
5.6% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
106,951
shares
|
$9.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
105,749
shares
|
$9.39 Million
7.82% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
105,517
shares
|
$9.37 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
103,936
shares
|
$9.23 Million
6.61% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
99,660
shares
|
$8.85 Million
0.04% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
99,193
shares
|
$8.81 Million
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
97,832
shares
|
$8.69 Million
0.44% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
97,224
shares
|
$8.64 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
97,062
shares
|
$8.62 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
93,600
shares
|
$8.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 67.28%
|
|