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 685 institutions that hold shares in the stock, with a total of 133 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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,274
shares
|
$532,286
0.02% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,252
shares
|
$530,419
0.03% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,236
shares
|
$529,062
0.01% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
6,233
shares
|
$528,807
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,117
shares
|
$518,966
0.17% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
6,104
shares
|
$517,863
0.01% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
6,089
shares
|
$516,590
0.0% of portfolio
|
Q3 2024
Added 52.03%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
6,009
shares
|
$509,803
0.36% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
6,007
shares
|
$509,633
0.07% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$509,040
0.08% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,999
shares
|
$508,955
0.03% of portfolio
|
Q3 2022
Added 12.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,994
shares
|
$508,530
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,994
shares
|
$508,530
0.25% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,934
shares
|
$503,440
0.08% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
5,834
shares
|
$494,956
0.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
5,789
shares
|
$491,138
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
5,700
shares
|
$483,588
0.04% of portfolio
|
Q4 2021
Reduced 13.96%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,697
shares
|
$483,333
0.31% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,654
shares
|
$479,685
0.12% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,645
shares
|
$478,921
0.01% of portfolio
|
Q3 2024
Added 32.2%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
5,590
shares
|
$474,255
0.03% of portfolio
|
Q4 2020
Reduced 8.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,529
shares
|
$469,080
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,471
shares
|
$464,159
0.01% of portfolio
|
Q2 2024
Reduced 13.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,459
shares
|
$463,141
0.01% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,427
shares
|
$460,426
0.01% of portfolio
|
Q3 2024
Added 0.09%
|