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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$775,144
0.4% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
8,982
shares
|
$758,260
0.48% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
8,893
shares
|
$750,747
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
8,819
shares
|
$744,499
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
8,809
shares
|
$743,655
0.01% of portfolio
|
Q2 2024
Added 20.54%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,711
shares
|
$735,382
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
8,663
shares
|
$731,330
0.14% of portfolio
|
Q3 2024
Reduced 90.07%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
8,578
shares
|
$724,154
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,495
shares
|
$717,147
0.0% of portfolio
|
Q3 2021
Added 1.3%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,456
shares
|
$713,855
0.06% of portfolio
|
Q3 2024
Added 20.27%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,455
shares
|
$713,771
0.05% of portfolio
|
Q4 2023
Reduced 6.02%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,430
shares
|
$711,660
0.08% of portfolio
|
Q3 2024
Reduced 72.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,343
shares
|
$704,316
0.05% of portfolio
|
Q3 2024
Added 51.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
8,326
shares
|
$702,880
0.06% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,300
shares
|
$700,686
0.06% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,141
shares
|
$687,263
0.34% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
8,100
shares
|
$683,802
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,063
shares
|
$680,678
0.27% of portfolio
|
Q3 2024
Reduced 46.91%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$675,360
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
8,000
shares
|
$675,360
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,971
shares
|
$672,911
0.02% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
7,968
shares
|
$672,658
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
7,934
shares
|
$669,788
0.01% of portfolio
|
Q3 2024
Added 58.71%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,862
shares
|
$663,710
0.04% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,758
shares
|
$654,930
0.22% of portfolio
|
Q3 2024
Added 4.89%
|