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 |
|---|---|---|---|---|---|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
7,590
shares
|
$640,747
0.03% of portfolio
|
Q3 2024
Added 136.15%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,460
shares
|
$629,773
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
7,364
shares
|
$621,668
0.08% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
7,354
shares
|
$620,824
0.22% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
7,306
shares
|
$616,772
0.04% of portfolio
|
Q3 2023
Added 20.16%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,281
shares
|
$614,662
0.03% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$613,311
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,262
shares
|
$613,058
0.08% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
7,199
shares
|
$607,739
0.27% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7,188
shares
|
$606,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,017
shares
|
$592,375
0.08% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
6,921
shares
|
$584,270
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,893
shares
|
$581,907
0.02% of portfolio
|
Q3 2023
Reduced 24.43%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,860
shares
|
$579,121
0.21% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,808
shares
|
$574,731
0.11% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,734
shares
|
$568,484
0.02% of portfolio
|
Q3 2024
Added 735.48%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,705
shares
|
$566,036
0.1% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,589
shares
|
$556,243
0.04% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
6,588
shares
|
$556,158
0.3% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
6,564
shares
|
$554,132
0.14% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,479
shares
|
$546,957
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,343
shares
|
$535,476
0.01% of portfolio
|
Q3 2024
Reduced 84.79%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
6,300
shares
|
$531,846
0.11% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$531,255
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,274
shares
|
$529,651
0.02% of portfolio
|
Q3 2024
Added 5.62%
|