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 |
---|---|---|---|---|---|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$710,727
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,343
shares
|
$701,312
0.05% of portfolio
|
Q3 2024
Added 51.86%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
8,339
shares
|
$700,976
0.02% of portfolio
|
Q2 2024
Added 11.69%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,326
shares
|
$699,883
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
8,321
shares
|
$699,463
0.01% of portfolio
|
Q2 2024
Added 3.61%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,300
shares
|
$697,698
0.06% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,141
shares
|
$684,332
0.34% of portfolio
|
Q3 2024
Added 2.63%
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,063
shares
|
$677,775
0.27% of portfolio
|
Q3 2024
Reduced 46.91%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
8,000
shares
|
$672,480
0.12% of portfolio
|
Q4 2021
New holding
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
8,000
shares
|
$672,480
0.11% of portfolio
|
Q3 2024
New holding
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
7,997
shares
|
$672,227
0.02% of portfolio
|
Q2 2024
Added 1.23%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
7,932
shares
|
$666,763
0.0% of portfolio
|
Q2 2024
Added 78.81%
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,862
shares
|
$660,879
0.04% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,758
shares
|
$652,137
0.22% of portfolio
|
Q3 2024
Added 4.89%
|
|
Gw Henssler & Associates LTD
|
Aug 01, 2024 Q2 2024 |
7,740
shares
|
$650,624
0.04% of portfolio
|
Q2 2024
Reduced 7.7%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
7,578
shares
|
$637,006
0.0% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
7,497
shares
|
$630,197
0.01% of portfolio
|
Q2 2024
Added 15.96%
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,460
shares
|
$627,087
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
7,364
shares
|
$619,017
0.08% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
7,308
shares
|
$614,310
0.01% of portfolio
|
Q1 2024
Added 343.45%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
7,306
shares
|
$614,142
0.04% of portfolio
|
Q3 2023
Added 20.16%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
7,276
shares
|
$611,620
0.21% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
7,261
shares
|
$610,359
0.01% of portfolio
|
Q2 2024
Added 2.7%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
7,254
shares
|
$609,771
0.01% of portfolio
|
Q2 2024
Added 128.47%
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7,188
shares
|
$604,223
0.01% of portfolio
|
Q3 2024
New holding
|