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 684 institutions that hold shares in the stock, with a total of 132 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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
11,142
shares
|
$940,607
0.43% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,972
shares
|
$926,256
0.0% of portfolio
|
Q3 2024
Added 120.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,971
shares
|
$926,171
0.12% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,841
shares
|
$915,197
0.09% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
10,796
shares
|
$911,398
0.07% of portfolio
|
Q3 2024
Reduced 73.56%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,702
shares
|
$903,462
0.06% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,666
shares
|
$900,423
0.0% of portfolio
|
Q2 2024
Added 83.04%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
10,646
shares
|
$898,735
0.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,644
shares
|
$898,566
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,603
shares
|
$895,105
0.02% of portfolio
|
Q3 2022
Reduced 61.94%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
10,587
shares
|
$893,754
0.26% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
10,580
shares
|
$893,163
0.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
10,468
shares
|
$883,708
0.45% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
10,345
shares
|
$873,324
0.04% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,295
shares
|
$869,103
0.04% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
9,975
shares
|
$842,089
0.08% of portfolio
|
Q3 2024
Added 6550.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
9,936
shares
|
$838,797
0.41% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
9,825
shares
|
$829,426
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
9,697
shares
|
$818,620
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
9,640
shares
|
$813,808
0.11% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,588
shares
|
$809,418
0.43% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,502
shares
|
$802,158
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
9,406
shares
|
$794,054
0.01% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
9,374
shares
|
$791,353
0.03% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,201
shares
|
$776,748
0.09% of portfolio
|
Q3 2024
Reduced 1.33%
|