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 |
---|---|---|---|---|---|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
5,872
shares
|
$493,600
0.07% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,789
shares
|
$486,623
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
5,751
shares
|
$483,429
0.0% of portfolio
|
Q4 2023
Added 5.52%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
5,700
shares
|
$479,142
0.04% of portfolio
|
Q4 2021
Reduced 13.96%
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
5,661
shares
|
$475,863
0.36% of portfolio
|
Q2 2024
Added 31.22%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
5,590
shares
|
$469,895
0.03% of portfolio
|
Q4 2020
Reduced 8.59%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
5,545
shares
|
$466,112
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,529
shares
|
$464,767
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
5,471
shares
|
$459,892
0.01% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,426
shares
|
$456,109
0.03% of portfolio
|
Q3 2023
Added 0.46%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,422
shares
|
$455,773
0.01% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
5,416
shares
|
$455,268
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,383
shares
|
$452,494
0.05% of portfolio
|
Q2 2024
Added 9.59%
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
5,320
shares
|
$447,199
0.12% of portfolio
|
Q2 2024
Added 4.4%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,318
shares
|
$447,031
0.04% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
5,260
shares
|
$442,155
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
5,230
shares
|
$439,633
0.16% of portfolio
|
Q2 2024
New holding
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
5,128
shares
|
$431,059
0.05% of portfolio
|
Q2 2024
Added 0.41%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,113
shares
|
$429,798
0.03% of portfolio
|
Q2 2024
New holding
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
5,104
shares
|
$429,042
0.01% of portfolio
|
Q2 2024
Added 7.27%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,087
shares
|
$427,613
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,085
shares
|
$427,445
0.03% of portfolio
|
Q1 2024
Added 1.07%
|
|
Ted Buchan & CO
San Diego, CA |
Aug 21, 2024 Q2 2024 |
5,082
shares
|
$427,192
0.21% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
5,048
shares
|
$424,334
0.01% of portfolio
|
Q2 2024
Added 108.85%
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,033
shares
|
$423,073
0.03% of portfolio
|
Q3 2024
Added 2.61%
|