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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
93,483
shares
|
$8.3 Million
3.82% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
91,701
shares
|
$8.14 Million
0.73% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
89,652
shares
|
$7.96 Million
0.13% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
89,184
shares
|
$7.92 Million
0.49% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
87,680
shares
|
$7.79 Million
1.62% of portfolio
|
Q3 2025
Added 68.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
87,546
shares
|
$7.78 Million
1.37% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
87,115
shares
|
$7.74 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
85,254
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
85,186
shares
|
$7.57 Million
2.44% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
85,159
shares
|
$7.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
84,038
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 26.94%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
82,981
shares
|
$7.37 Million
3.72% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
81,632
shares
|
$7.25 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
81,095
shares
|
$7.2 Million
0.05% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
79,456
shares
|
$7.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
79,311
shares
|
$7.04 Million
5.36% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
77,925
shares
|
$6.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
77,025
shares
|
$6.84 Million
4.78% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
75,820
shares
|
$6.73 Million
0.08% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
75,238
shares
|
$6.68 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
74,312
shares
|
$6.6 Million
0.07% of portfolio
|
Q3 2025
Added 44.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
73,700
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2025
Added 419.01%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
73,452
shares
|
$6.52 Million
2.15% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
72,750
shares
|
$6.46 Million
0.87% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
71,548
shares
|
$6.35 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.1%
|
|