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 659 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
12,534
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 83.97%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
12,505
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
12,452
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2024
Added 1.19%
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
12,436
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Added 1.62%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
12,302
shares
|
$1.03 Million
0.87% of portfolio
|
Q3 2024
Added 165.13%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
12,129
shares
|
$1.02 Million
0.46% of portfolio
|
Q4 2022
New holding
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
12,128
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2024
Added 8.62%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
12,059
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
11,685
shares
|
$982,241
0.04% of portfolio
|
Q2 2024
Reduced 53.59%
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
11,649
shares
|
$979,214
0.08% of portfolio
|
Q3 2024
Added 144.83%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
11,592
shares
|
$974,423
0.02% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,559
shares
|
$971,649
0.0% of portfolio
|
Q2 2024
Added 7.27%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
11,558
shares
|
$971,565
0.06% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Aug 07, 2024 Q2 2024 |
11,489
shares
|
$965,765
0.09% of portfolio
|
Q2 2024
New holding
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
11,455
shares
|
$962,907
0.11% of portfolio
|
Q2 2024
New holding
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
11,313
shares
|
$950,970
0.36% of portfolio
|
Q2 2024
Added 3.05%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
11,312
shares
|
$950,886
0.44% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
11,302
shares
|
$950,046
0.13% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
11,290
shares
|
$949,037
0.04% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
11,174
shares
|
$939,286
0.01% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
10,964
shares
|
$921,633
0.12% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
10,948
shares
|
$920,288
0.09% of portfolio
|
Q1 2024
Added 2.0%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
10,939
shares
|
$919,532
0.61% of portfolio
|
Q2 2024
Added 144.01%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
10,757
shares
|
$904,233
0.0% of portfolio
|
Q2 2024
Added 14.96%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
10,746
shares
|
$903,308
0.04% of portfolio
|
Q2 2024
Added 22.48%
|